Welcome to the TEC ERP for Distribu

About This Sample TEC ERP for Distribution Industries RFP

This sample ERP for Distribution Industries RFP Template shows you a small Facilitate your request-for-proposal (RFP) or request-fo
portion of the features and functions listed in the full product. Use the full RFP ERP for Distribution Industries RFP Template. The TE
Template containing 3401 features and functions to easily create a custom list of Industries RFP Template provides you 3401 software
your company’s requirements. Review the features and functions and rate them functionality pertaining to: Supply Chain Managemen
according to your organization’s needs. Then send the list to vendors to have them Management, Retail and Commerce, Human Resour
indicate how well they support your specific requirements. Technology.
If your company intends to buy a ERP for Distribution
upgrade a current one, TEC's ERP for Distribution Indu
This template includes all the industry-standard featur
Industries software package, and enables you to easil
This sample ERP for Distribution Industries RFP Template shows you a small Facilitate your request-for-proposal (RFP) or request-fo
portion of the features and functions listed in the full product. Use the full RFP ERP for Distribution Industries RFP Template. The TE
Template containing 3401 features and functions to easily create a custom list of Industries RFP Template provides you 3401 software
your company’s requirements. Review the features and functions and rate them functionality pertaining to: Supply Chain Managemen
according to your organization’s needs. Then send the list to vendors to have them Management, Retail and Commerce, Human Resour
indicate how well they support your specific requirements. Technology.
If your company intends to buy a ERP for Distribution
upgrade a current one, TEC's ERP for Distribution Indu
This template includes all the industry-standard featur
Industries software package, and enables you to easil
to create a master list of the exact features and function
all these features organized in a single document is hel
software vendors and comparing solutions to identify t
best.

USER RESPONSES

Priority Mandatory

Hierarchy Criterion

(0-10) (Y/N)

11.1 Supply Chain Management

0 No

Warehouse Management System (WMS) 0 No

1.1.1 Functionality 0 No

1.1.1.1 Warehouse Configuration 0 No

1.1.1.1.1 Multiple inventory owners in a single physical 0 No

warehouse

1.1.1.1.2 Multiple physical warehouses in a single database 0 No

1.1.1.1.3 Slotting Optimization Support 0 No

1.1.1.1.4 User-defined codes (e.g., adjustment, hold reasons, 0 No

returns)

1.1.1.1.5 System supports user-configurable alerts 0 No

1.1.1.1.6 Task interleaving for RF PO receiving 0 No

1.1.1.1.7 Task interleaving for RF ASN receiving 0 No

1.1.1.1.8 Task interleaving for RF putaway 0 No

1.1.1.1.9 Task interleaving for RF picking 0 No

1.1.1.1.10 Task interleaving for RF cycle counting 0 No

1.1.1.1.11 Task interleaving for RF replenishment 0 No

1.1.1.1.12 Task interleaving for RF loading 0 No

1.1.1.1.13 Activity tracking for location ID 0 No

1.1.1.1.14 Activity tracking for customer ID 0 No

1.1.1.1.15 Activity tracking for lot or serial ID 0 No

1.1.1.1.16 Activity tracking for license plate ID 0 No

1.1.1.1.17 Activity tracking for part ID 0 No

1.1.1.1.18 Activity tracking for PO ID 0 No

1.1.1.1.19 Activity tracking for sales order ID 0 No

1.1.1.1.20 Activity tracking for user ID 0 No

1.1.1.1.21 Activity tracking for shipping container ID 0 No

1.1.1.2 Bin Location Setup 0 No

This criterion contains 22 criteria below it

1.1.1.3 Inventory Control 0 No

This criterion contains 18 criteria below it

1.1.1.4 License Plate Tracking 0 No

This criterion contains 9 criteria below it

1.1.1.5 Receiving 0 No

This criterion contains 40 criteria below it

1.1.1.6 Quality Control 0 No

This criterion contains 6 criteria below it

1.1.1.7 Put-away 0 No

This criterion contains 15 criteria below it

1.1.1.8 Picking 0 No

This criterion contains 33 criteria below it

1.1.1.9 Packing and Shipping 0 No

This criterion contains 16 criteria below it

1.1.1.10 Other Functions 0 No

This criterion contains 26 criteria below it

1.1.2 Adaptability 0 No

This criterion contains 10 criteria below it

1.1.3 WMS Technology Configuration 0 No

This criterion contains 105 criteria below it

1.2 Transportation Management System 0 No

(TMS)

This criterion contains 195 criteria below it

1.3 International Trade Logistics (ITL) 0 No

This criterion contains 80 criteria below it

1.4 Supplier Relationship Management (SRM) 0 No

This criterion contains 145 criteria below it

2 Distribution Process Management

0 No

2.1 Process Management 0 No

2.1.1 Conformance Reporting 0 No

2.1.1.1 Hazardous Material Reporting 0 No

2.1.1.1.1 Automatic generation of material safety data sheets 0 No

2.1.1.1.2 Automatically generates MSDS when formulas change 0 No

2.1.1.1.3 Calculates a safe mix of hazardous materials for a 0 No

formula

2.1.1.1.4 Comment field for specified raw materials 0 No

2.1.1.1.5 Hazardous materials threshold ranges are based on 0 No

component percentages and tolerance ranges

2.1.1.1.6 Hazardous materials can be located by expanding 0 No

formulas

2.1.1.1.7 Prints customized labels containing product and 0 No

hazardous data

2.1.1.1.8 Conflicting hazard statements are identified and 0 No

prioritized

2.1.1.1.9 Printed forms contain customer information 0 No

2.1.1.1.10 Forms include emergency response procedures 0 No

2.1.1.1.11 Receives information on hazardous material from batch 0 No

history file
2.1.1.1.12 Library of common hazard statements 0 No

2.1.1.1.13 MSDS forms can be printed to conform to regional 0 No

regulation formats and language

2.1.1.1.14 Print transportation information 0 No

2.1.1.1.15 Chemical list and where-used documents conform to 0 No

SA/RA (US) reporting and worksheets requirements

2.1.1.1.16 Labeling can be user-defined 0 No

2.1.1.2 Quality Testing and Regulatory 0 No

Compliance

This criterion contains 4 criteria below it

2.1.2 Material Management 0 No

This criterion contains 16 criteria below it

2.1.3 Product Costing 0 No

This criterion contains 58 criteria below it

2.1.4 Distribution Control 0 No

This criterion contains 69 criteria below it

2.2 Inventory Management 0 No

This criterion contains 186 criteria below it

2.3 Purchasing Management 0 No

This criterion contains 93 criteria below it

2.4 Quality Management 0 No

This criterion contains 29 criteria below it

2.5 Sales Management 0 No

This criterion contains 215 criteria below it

3 Retail and Commerce

0 No
3.1 Retail and POS 0 No

3.1.1 Transaction Management 0 No

3.1.1.1 Transactions 0 No

3.1.1.1.1 Kits and Combos 0 No

3.1.1.1.1.1 Item substitution within a kit or combo 0 No

3.1.1.1.1.2 Kit or combo automatically exploded to the item level 0 No

when its SKU or UPC is entered

3.1.1.1.1.3 Automatically recognizes items within a kit when items 0 No

entered separately

3.1.1.1.1.4 Promotions for kit or combo 0 No

3.1.1.1.1.5 Tracks number of items within a kit or combo 0 No

3.1.1.1.1.6 Tracks department or class of items within a kit or 0 No

combo

3.1.1.1.1.7 Tracks items removed from the kit or combo 0 No

3.1.1.1.1.8 Tracks items within a kit or combo 0 No

3.1.1.1.1.9 Suggest kit when item sold separately 0 No

3.1.1.1.2 Delivery 0 No

This criterion contains 17 criteria below it

3.1.1.1.3 Other Transactions 0 No

This criterion contains 24 criteria below it

3.1.1.1.4 Refunds 0 No

This criterion contains 8 criteria below it

3.1.1.1.5 Voids 0 No

This criterion contains 5 criteria below it

3.1.1.2 Customer Intelligence 0 No

This criterion contains 9 criteria below it

3.1.2 Register Management 0 No

This criterion contains 30 criteria below it

3.1.3 Sale Slip Management 0 No

This criterion contains 13 criteria below it

3.1.4 Reports and Inquiries 0 No

This criterion contains 26 criteria below it

3.1.5 Business Architecture 0 No

This criterion contains 21 criteria below it

3.1.6 Locations 0 No

This criterion contains 19 criteria below it

3.1.7 Back-office Communication 0 No

This criterion contains 5 criteria below it

3.2 Web Commerce 0 No

This criterion contains 61 criteria below it

4 Human Resources
0 No

4.1 Personnel Management 0 No

4.1.1 Recruitment Management 0 No

4.1.1.1 Hiring personnel may access parameters for requisitions 0 No

4.1.1.2 Searches for eligible applicants and employees based on 0 No

job requirements, online

4.1.1.3 Lists the postings, position, disposition, disposition 0 No

date, and applicable codes of a position

4.1.1.4 Tracks applicants using personal data, skill set, 0 No

academic qualifications, training, and test results

4.1.1.5 Information about applicants' progression 0 No

4.1.1.6 Internet recruiting and tracking of skills inventory 0 No

4.1.1.7 Resume scanning capabilities. 0 No

4.1.1.8 Import resumes from the Internet or e-mail 0 No

4.1.2 Profile of Personnel 0 No

This criterion contains 8 criteria below it

4.1.3 Job Position and Wage Profiles 0 No

This criterion contains 13 criteria below it

4.1.4 Career Development and Training 0 No

This criterion contains 11 criteria below it

4.1.5 Budgeting and Cost Control 0 No

This criterion contains 4 criteria below it

4.1.6 Government and Compliance Reporting 0 No

This criterion contains 6 criteria below it

4.1.7 Employment History and Personnel 0 No

Reporting

This criterion contains 8 criteria below it

4.2 Benefits 0 No

This criterion contains 26 criteria below it

4.3 Payroll 0 No

This criterion contains 76 criteria below it

4.4 Employee Self-Service 0 No

This criterion contains 22 criteria below it

4.5 Employee Metrics 0 No

This criterion contains 13 criteria below it

4.6 Health and Safety 0 No

This criterion contains 11 criteria below it

4.7 Workforce Management 0 No

This criterion contains 165 criteria below it

5 Financials
0 No

5.1 General Ledger 0 No

5.1.1 Parameters and Structuring 0 No

5.1.1.1 Fiscal calendar is defined by the user 0 No

5.1.1.2 Calendar periods are defined by the user 0 No

5.1.1.3 Multiple calendars 0 No

5.1.1.4 Multi-entity financial reporting 0 No

5.1.1.5 Twelve or thirteen fiscal months 0 No

5.1.1.6 Fiscal quarterly periods can be defined as 4-4-5, 5-4-4, or 0 No

4-5-4

5.1.1.7 Organization of calendar periods determined by the user 0 No

5.1.1.8 Calendar may be organized in a variety of ways, 0 No

supporting 999 periods in a financial year

5.1.1.9 Open any number of fiscal years or calendar periods at 0 No

the same time

5.1.1.10 Companies with different regional presences may set a 0 No

default currency for the financial division of each region

5.1.1.11 Distinguishes A/P transactions (of the same type) from 0 No

different entities

5.1.1.12 Each entity's ledger can have its own calendar and chart 0 No

of accounts

5.1.1.13 Each entity's ledger can have its own accounting periods 0 No

opened and closed

5.1.1.14 Tracks items in the G/L and sub-ledger by quantity and 0 No

value (in whichever currency is used)

5.1.1.15 Maintains unit and dollar amount postings in GL and 0 No

sub-ledgers

5.1.1.16 User-defined criteria for system purges for general 0 No

ledger transactions, journal vouchers, and accounts

payable data based on the number of years or months of
data required to maintain--each purge type has its own
5.1.1.17 unique criteria
Sub-ledgers closed out prior to performing a purge. The 0 No

closeout process sets all financial account balances in

the sub-ledger to zero by posting an equal and offsetting
transaction
5.1.1.18 Specifies a key and rules to have the system 0 No

automatically purge all records related to the key

throughout the system--sub-ledger accounts, sub-ledger
transactions, tables, rates
5.1.1.19 Automatic check to ensure that prior to deleting a 0 No

financial record, the account balance must have been

"closed out" (i.e., nets to zero)

5.1.1.20 Translation of balance sheet accounts including the 0 No

ability to have a default rate (spot) that can be

overridden on an exception basis (historic), on an
account-by-account basis - do not want to set up a rate
5.1.1.21 for every balance
Automatically sheet
inserts account
actual - the balances
account override rates will
into the 0 No

elapsed month's bucket in a future forecast file at the

end of each accounting period when the system rolls
into the next period
5.1.1.22 Prevents roll from one accounting period to the next 0 No

unless the last job run is the financial statements

5.1.1.23 Audit log required for any changes to table information 0 No

that may contain rates and information used by the

system in any way; log contains before and after,
change, date, and user identification
5.1.1.24 Flexible general ledger key with multiple levels 0 No
5.1.1.25 Exception reporting with drill down capabilities 0 No

5.1.1.26 Provision for use of standards that can be automatically 0 No

propagated throughout the system to the various

ledgers

5.1.1.27 Integration with ADP electronic transmission of payroll 0 No

data

5.1.1.28 Automatic year-end rolling of balances in sub-ledgers 0 No

and general ledger control accounts

5.1.1.29 Automatic linking and posting of control accounts from 0 No

related sub-ledger accounts

5.1.1.30 Processes jobs in edit and update mode 0 No

5.1.1.31 Jobs required to include error and warning messages on 0 No

reports

5.1.1.32 Reports to include a control report that lists pages on 0 No

which errors and warnings have occurred

5.1.1.33 User-defined controls to allow specific jobs to update 0 No

multiple times in a period

5.1.1.34 Table master functionality--sets parameters in a table, 0 No

has jobs read the table, and creates postings or reports

accordingly

5.1.1.35 User-defined field names for tables 0 No

5.1.1.36 Method for verifying keying to ensure only appropriate 0 No

records updated

5.1.1.37 Archiving of transaction history as well as purge from 0 No

active files

5.1.2 Chart of Accounts Structure 0 No

This criterion contains 44 criteria below it

5.1.3 Ledger Development and Management 0 No

This criterion contains 14 criteria below it

5.1.4 Enterprise Reporting Structure 0 No

This criterion contains 15 criteria below it

5.1.5 Journal Entry and Reporting 0 No

This criterion contains 44 criteria below it

5.1.6 Journal Vouchers 0 No

This criterion contains 41 criteria below it

5.1.7 Controls for Ledgers 0 No

This criterion contains 7 criteria below it

5.1.8 Multicurrency Capabilities 0 No

This criterion contains 24 criteria below it

5.1.9 Online Inquiry Reporting 0 No

This criterion contains 9 criteria below it

5.1.10 Report Writing Capabilities 0 No

This criterion contains 65 criteria below it

5.1.11 Variable Analysis 0 No

This criterion contains 3 criteria below it

5.2 Accounts Payable (A/P) 0 No

This criterion contains 245 criteria below it

5.3 Fixed Assets 0 No

This criterion contains 94 criteria below it

5.4 Cost Accounting 0 No

This criterion contains 48 criteria below it

5.5 Cash Management 0 No

This criterion contains 13 criteria below it

5.6 Budgeting 0 No

This criterion contains 70 criteria below it

5.7 Accounts Receivable 0 No

This criterion contains 111 criteria below it

5.8 Financial Reporting 0 No

This criterion contains 37 criteria below it

6 Product Technology
0 No

6.1 Architecture 0 No

6.1.1 Data Integration Technologies 0 No

6.1.1.1 Data Management Options 0 No

6.1.1.1.1 Relational database design 0 No

6.1.1.1.2 Normalized tables 0 No

6.1.1.1.3 SQL APIs for calls or data requests 0 No

6.1.1.1.4 Multi-RDBMS portability 0 No

6.1.1.1.5 Transaction tracking system 0 No

6.1.1.1.6 Replicates database master files, fields, and structures 0 No

6.1.1.1.7 Supports Disaster Recovery Institute procedures 0 No

6.1.1.2 Database Gateway Options 0 No

This criterion contains 8 criteria below it

6.1.1.3 Server/Host Relational DBMS Options 0 No

This criterion contains 8 criteria below it

6.1.1.4 Metadata Management 0 No

This criterion contains 9 criteria below it

6.1.1.5 Logical Repository Model 0 No

This criterion contains 8 criteria below it

6.1.1.6 Repository Metadata Tools 0 No

This criterion contains 5 criteria below it

6.1.1.7 Repository User Interface 0 No

This criterion contains 8 criteria below it

6.1.1.8 Business Modeling/Repository Tool 0 No

This criterion contains 17 criteria below it

6.1.1.9 Non-operational Data Warehousing 0 No

This criterion contains 6 criteria below it

6.1.2 Messaging Protocols 0 No

This criterion contains 15 criteria below it

6.1.3 Device Interfaces 0 No

This criterion contains 27 criteria below it

6.1.4 Architectural Foundation 0 No

This criterion contains 15 criteria below it

6.1.5 Web Enablement 0 No

This criterion contains 85 criteria below it

6.1.6 Organizational Structure 0 No

This criterion contains 7 criteria below it

6.1.7 Application Security 0 No

This criterion contains 7 criteria below it

6.1.8 Multisite Management 0 No

This criterion contains 17 criteria below it

6.2 User Interface 0 No

This criterion contains 8 criteria below it

6.3 Application Tools 0 No

This criterion contains 23 criteria below it

6.4 Workflow and Document Management 0 No

This criterion contains 6 criteria below it

6.5 Platforms 0 No

This criterion contains 39 criteria below it

6.6 Reporting 0 No

This criterion contains 4 criteria below it

to the TEC ERP for Distribution Industries RFP Template

Distribution Industries RFP Template What to do Next ?

uest-for-proposal (RFP) or request-for-information (RFI) process with a To purchase the full ERP for Distribution Industries RFP
on Industries RFP Template. The TEC ERP for Distribution Template, please click on the link below, or contact us for
mplate provides you 3401 software features and functions including more information.
ining to: Supply Chain Management, Distribution Process
ail and Commerce, Human Resources, Financials, Product

tends to buy a ERP for Distribution Industries software system or

one, TEC's ERP for Distribution Industries RFP Template will help.
udes all the industry-standard features of a ERP for Distribution
re package, and enables you to easily add, delete, and prioritize them
uest-for-proposal (RFP) or request-for-information (RFI) process with a To purchase the full ERP for Distribution Industries RFP
on Industries RFP Template. The TEC ERP for Distribution Template, please click on the link below, or contact us for
mplate provides you 3401 software features and functions including more information.
ining to: Supply Chain Management, Distribution Process
ail and Commerce, Human Resources, Financials, Product

tends to buy a ERP for Distribution Industries software system or

one, TEC's ERP for Distribution Industries RFP Template will help.
udes all the industry-standard features of a ERP for Distribution
re package, and enables you to easily add, delete, and prioritize them
list of the exact features and functions your business requires. Having
organized in a single document is helpful when communicating with
and comparing solutions to identify the system that suits your business

BUY THE FULL PRODUCT CONTACT US

VENDOR RESPONSES

SUP PSUP PADD MOD 3RD CST FUT NS

(X) (X) (X) (X) (X) (X) (X) (X)

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Description

FactorID
Supply chain management criteria pertain to managing ###
supplier, manufacturer,
A warehouse management wholesaler, retailershould
system (WMS) and customer
provide
database and user-level tools in order for a company to
optimize its storage facilities while at the same time
providing user level task direction and activity support.The
combination of system-directed operations, supported by ###
General warehouse management functionality.

###

###

###

###

###

###

###
Function is built to maximize worker productivitiy and
minimize deadheading, as one task is completed against a
PO receipt the system will direct the operator to perform a
different task in the same area for receiving other PO's
against the same order or should be in same aisle. ###

###

###

###
Function is built to maximize worker productivitiy and
minimize deadheading, as one task is completed against a
cycle count the system will direct the operator to perform a
different task in the same area for cycle counting in same
aisle. ###

###

###

###

###

###

###

###

###

###

###
 ###

###

###

###

The warehouse management system (WMS) should assist

the operator in the receipt of inbound shipments by
providing activity prompts through the appropriate user
interface. The WMS should support automated receipt of
products through a combination of electronic data ###

The WMS should enforce the quality control process

through a series of system-directed prompts to ensure that
product is handled correctly and that damaged or expired
products are not received or stored in the storage location.
###
The WMS should include system-directed put-away, making
the association between product receipts and storage
locations--this should be supported by a series of rules that
are established as part of the system implementation
process. ###

The WMS should provide the user with a system-directed

pick path, optimizing travel time between pick locations
and based on the rules that are established at the time of
system implementation.
###

The WMS should include product level and item level data
to make the association between an order or series of
orders and required packing materials and documentation.
The WMS should also make the association between the
orders and the transportation plan, directing the user to the ###

General warehouse management functionality.

###

The adaptability module covers business processes,

decision support, and reporting.

###

The technology configuration addresses WMS-specific

functionality such as RFID, security, and
internationalization supported by each vendor. It also
touches on programming and other technologies used in
the development of the WMS application. ###
Transportation involves many different parties within and
outside a company who are required to routinely share
information and ideas. A fully functional transportation
management system should provide the basic components
of a shared information system to support:- Content such as ###

###

Supplier Relationship Management (SRM) is a relatively new

way of categorizing software–born out of the concept that
you have customer relationship management (CRM)
systems for managing customer-facing processes,
enterprise resource planning (ERP) systems for internal ###

###
Manufacturing management encompasses a group of
applications for planning production, taking orders, and
delivering products to the customer.

###

###
In the case that some dangerous goods are used for the
composition of materials, these goods need to be reported
and controlled to satisfy regulatory requirements. Hazard
data should be on documentation such as goods receipt
notes, quality assurance (QA) test sheets, production ###
 ###
material safety data sheet (MSDS)

###

###

###

###

###

###

###

###

###

###
 ###

###

###
Superfund Amendments and Reauthorization Act of 1986
(SA/RA) is a US federal law that regulates hazardous
material, particularly reporting and labeling.

###

###

###

###

Product costing analyzes product costs related to

overhead, labor, material, and manufacturing costs. It
provides a variety of costing approaches such as standard,
actual, and average.
###
Shop floor control provides control and tracking of the
status of production orders in the plant. It involves
production orders dispatching, capacity planning, resource
allocation, production tracking and reporting, and
waste/reject tracking. ###

Solutions for inventory management are used for the

record-keeping of goods that are warehoused, and
managing the movement of these goods to, from, and
through warehouses.
###

Purchasing management encompasses a group of

applications that controls purchasing of raw materials
needed to build products and that manages inventory
stocks. It also involves creating purchase orders/contracts,
supplier tracking, goods receipt and payment, and ###

Quality management refers to the set of actions taken by an

organization to ensure that it creates and delivers high-
quality products. In order to do so, organizations must
comply to national and international rules and regulations
related to product quality, but they often also create and ###

Sales Management encompasses a group of applications

that automates the data entry process of customer orders
and keeps track of the status of orders. It involves order
entry, order tracing and status reporting, pricing, invoicing,
etc. It also provides a basic functionality for lead tracking, ###

###
POS - point of sale.

###
Transaction management encompasses a group of
applications for maintaining records on transactions done
on a point of sale system.

###

###

###

###
Stock-keeping unit (SKU) is a unique identifier that helps
track an item. UPC or universal product code is the
standard product bar code used by retailers.

###

###

###

###

###

###
Register management encompasses a group of applications
used to maintain records on the register's cash flow.

###

Sales slip management encompasses a group of

applications for maintaining receipt or ticket printings.

###

Reports and inquiries encompasses a group of reports or

inquiries that are available throughout the point of sale
(POS) system.

###

Business architecture encompasses a group of general

information that can be stored in the point of sale (POS)
system.

###

###
 ###

###

Human Resources encompasses all the applications

necessary for handling personnel-related tasks for
corporate managers and individual employees. Modules
will include Personnel Management, Benefit Management,
Payroll Management, Employee Self Service, Data ###
Personnel management automates personnel processes
including recruitment, personnel profile, organizational
structure, career development & training, reward
management, job position and wage profiles, and business
travel and vacation allotments. The software should ###
Many milestones are achieved from the time a job posting is
created to the time the employee is hired (from sourcing to
hiring). Recruitment management functionality provides
the ability to attract, select, and hire the right people with
the right skill sets, as well as track the information ###
Requisition parameters are used for information on
recruiting issues and department personnel needs

###

###

###

###
Applicant flow statistics are derived from applicant data,
and include information on education, job history, etc.
These numbers can be used for effective marketing to
further strengthen recruitment, create non-discriminatory
policy, create applicant flow reports etc. ###

###

###

###
The profile of personnel functionality provides the ability to
collect detailed information regarding prospective
employees—much like a resume (including personal
information, achievements, employment history, etc.),
which serves as a tool for recruiting the appropriate person ###

The job position and wage profiles functionality provides

the ability to enter, access, manipulate, and track
information about an employees' current position, title,
skills, job location, and status. It also includes wages in
comparison to wage salary tables with minimum and ###

Career Development and Training are related processes

that can help increase the capacity of an employees'
contribution to the enterprise's long-term goals.

###

Budgeting and cost control functionality allows

administrators to input and manage costs, develop
budgets, and provide reports on the cost savings that
budgeting and cost control provides.
###
Government and compliance reporting functionality allows
administrators to generate reports that may be required to
satisfy certain government regulations.

###

Employment history and personnel reporting functionality

allows administrators the ability to view the past work
history of an employee (including wages, job positions,
benefits, etc.) as well as generate reports based on that
information. ###

Benefits functionality is used to administer a diverse range

of benefit plans. Such plans typically cover accidental
death and dismemberment (AD&D), disability, life,
medical, retirement plans, flexible benefits, and profit
sharing plans. ###

Payroll manages the portion of accounting that is related to

salaries, wages, and bonuses for employees. The software
must be able to support the following set of functionality:
payroll profile for the employees, benefits and deductions,
eligibility controls, user’s balances, tax deductions, as well ###

Employee self-service lets workers access their personal

information and benefit allocations on-line to manage life
events and benefit selections without having to send forms
to human resources. The software should also support
benefit enrollment programs and new hire initiation. ###
Data warehousing describes the process of defining,
populating, and using a data warehouse. Creating,
populating, and querying a data warehouse typically carries
an extremely high price tag, but the return on investment
can be substantial. ###

Health and safety provides the tools to administer

compliance with the health and safety regulations, accident
and injury reporting, and tracking of lost time by employee.

###

Workforce management enables organizations to efficiently

plan and organize their labor resources. It helps employers
assess part-time employee labor, evaluate and project the
contribution from individual employees, track time and
expenses, as well as manage contracts. ###

The Financials module provides features and functions that

allow accountants and financial managers to ensure
financial transactions are tracked and properly recorded,
and that this information is available via reports and other
data retrieval tools. Traditionally, this module includes the ###
General ledger keeps centralized charts of accounts and
corporate financial balances. It supports all aspects of the
business accounting process. In this module, financial
accounting transactions are posted, processed,
summarized, and reported. It maintains a complete audit ###

###

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Multiple calendars may be useful for different accounting
scenarios. For example, different financial entities may
need separate fiscal calendars--one set of books might
require a quarterly calendar while another would require a
different term. If a merger results in two financial entities ###
A financial reporting entity is a business unit which can
legally make financial reports.

###

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The 4-4-5 calendar period uses a four week, four week, five
week pattern. Likewise, the 5-4-4 calendar period uses a
five week, four week, four week pattern; and analagously
for the 4-5-4 pattern.
###

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The calendar can be organized in a limitless form, with up
to 999 user periods, per calendar

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account payable (A/P)

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By controlling when an account is open and closed, the
posting of information in an account period can restricted.

###
general ledger (G/L)

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The ability to change the currency used in balance sheet
accounts to another currency using a default rate. It is
possible to override this default rate for particular
accounts. Moreover, it is possible to set different default
rates for different subledgers. ###

###
This would be part of the year end procedures for offsetting
accounts. It can be used in determining, for example, year
end sales amounts. This criterion would be considered in
relation to whether or not data from the previous year
should be kept. ###
A general ledger key typically is an identifier attached to
accounts to put the accounts into groups. For example,
there may be fifteen accounts in the chart of accounts
related to payroll, and all fifteen accounts will be assigned
the same key (perhaps "PAYROLL"). Thus the system can ###

###
The ability to cumulatively incorporate results from the
previous accounting period into the current accounting
period, but only when the last document generated in the
previous period was the financial statement.
###

###
The ability to cumulatively incorporate results from the
previous accounting period into the current accounting
period, but only when the last document generated in the
previous period was the financial statement.
###

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General ledgers are designed to present values for creating
financial statements. The multiple level for a ledger key
means the system will have a more complex and functional
key structure--one that supports a hierarchy of keys.
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The ability to automatically, rather than manually, identify
open receivables exceptions by using user-defined
conditions (for example, very large amount invoices,
exceeding credit line, etc.)
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The system can provide a copy function or a program to
propagate a chart of accounts for a specific existing
business unit to a new business unit. If a US dollar ledger
has a chart of accounts, a Canadian dollar ledger can be
created by propagating from the US dollar ledger, etc. ###
ADP refers to automatic data processing.

###
This is different from a purge because the balance still
exists but has been moved to another account. This allows
for the automatic aging of account balances from a current
file to a prior file and is required to maintain separate
balances relating to customers acquired in the current year ###

###
The ability to process jobs that are in the midst of being
edited or updated

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The ability to create a report subsection that indicates
which pages of the report mention errors and warnings

###
The ability to decide if a particular job should be updated
more than once during a given time period

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The ability to define variables within a tabular array of data
so that jobs are performed and postings or reports are
created accordingly

###
This refers to enterprise resource planning (ERP) database
tables, not, for example, report tables.

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The ability check data entry to make sure that only the
correct records are updated

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The chart of accounts is a list of ledger account names and
account numbers, creating consistency in terminology and
eliminates redundant accounts. A chart of accounts
structure should include fields for account and ledger
descriptions, to prevent shadow accounts from being ###

###

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The accounting department is typically responsible for

recording all transactions in the company in the journal
(GL). All of the criteria that fall Journal Entry and Reporting
relate to various ways to record journal transactions. For
example payroll is an AP item. As paychecks are cut the AP ###

A journal voucher (JV) is a document that authorizes

payment for services performed, or for goods that are
received or exchanged. As a means to record ledger
transactions, JVs may have different approvals for different
accounts. For example when someone submits an expense ###
Accounts payable schedules bill payments to suppliers and
distributors, and keeps accurate information about owed
money, due dates, and available discounts. It provides
functionality and integration to other areas such as
customer service, purchasing, inventory, and ###

Fixed assets manages depreciation and other costs

associated with tangible assets such as buildings, property
and equipment. The software should support the following
functionality: fixed assets records; asset transactions; asset
depreciation; depreciation books; revaluation and interest ###

Cost accounting analyzes corporate costs related to

overhead, products, and manufacturing orders. It provides
a variety of costing approaches such as standard, FIFO,
LIFO, average, target, and activity-based costing (ABC). The
software should support the following functionality: cost ###

Cash management involves the capability of the system to

record cash charges or deposits, recording of cash
payments and receipts, cash projection reporting,
calculation of expected cash uses/sources, current cash
availability, etc. It monitors and analyzes cash holdings, ###

Budgeting involves budgetary controls, budget accounting,

budget development, and budget allocation. The software
should provide sufficient tools to enable detailed budget
development and analysis. Additional functionality should
be available to integrate with project management ###

Accounts receivable tracks payments due to a company

from its customers. It contains tools to control and expedite
the receipt of money from the entry of a sales order to
posting payments received. The software should support
the following functionality: AR company policies and ###
Financial reporting enables robust analysis of company
performance through delivered reports. These reports will
allow individual business units to view their financial
information, while parent companies can roll up all
business subsidiaries and view the consolidated ###

This group of criteria defines the technical architecture of

the product as well as the technological environment in
which the product can run successfully. Criteria include
product and application architecture, software usability
and administration, platform and database support, ###
Architecture refers to the framework for organizing the
planning and implementation of data resources. It also
refers to the way the system is designed and how the
components are all connected to one another.
###
Data integration technologies pertain to hardware and
software integration.

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Data management options pertain to hardware and
software integration.

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This term describes the database architecture of the
proposed business system. From table relations handled as
fourth normal form to first normal form.

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Relational database management systems (RDBMS) are a
type of database management systems (DBMS) that store
data in the form of related tables.

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 ###
The ability to make copies of master files, fields, and
structures

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Gateways are interfaces that convert protocols in order to
connect different networks.

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This pertains to the IT department's system support of the

application.

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Database field names and types

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This pertains to database design for business analysis.

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These are business statistics derived by batch processes

(usually once a day).

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Messaging protocols are a description of data exchange

protocols.

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 ###

If business is done via the Internet, one of the requirements

is to have a connection from the Internet to backend
software.

###

This refers to how the network topology is built, such as

how the computers are laid out, how they are connected,
etc.

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Application security refers to a layer of the TCP/IP model.

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Multisite management is the ability to run and maintain

more than one site.

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User interface refers to the manner in which people access
and interact with the software. The user interface should
facilitate the user's easy operation of the software

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The platform refers to the framework, both the hardware

(e.g., type of processor) and the operating system that
allows a computer or set of computers to function.

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