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View RFP Topic Details Here View RFP Topic Details Here Document Transcript

  • Ready-to-Use RFP™ Outline Integrated Accounting & Business Management Software This Ready-to-Use RFP Master is focused on selecting an integrated accounting and business management software package addressing complex order entry, inventory management, and workflow processing. Very comprehensive, this RFP contains many detailed questions targeting both normal and "exception case" business situations. The topic categories found in this RFP are shown below. Sample RFP questions and vendor response comparisons then follow after that. If you decide to purchase this RFP you can purchase here using our fully secure order page. BUSINESS PROCESS SUPPORT Sales Order Entry Order Header Data Elements Line Item Data Elements Returns Processing Direct Shipment Processing UOM Conversion Sales History Logging Inventory Interface Price Discount Calculation Customer Master File Interface Credit Information and Checking Serial and Lot Number Processing Telephone Inquiry Processing Accounts Receivable Interface Order Inquiries Sales Tax Topics Sales Analysis Order Processing / Order Status Inquiries Messaging Reporting Back Order Processing Picking Slip Printing / Processing Customer Invoicing Invoice Posting Sales Analysis topics By Channel/By Media By Region By Product Group User-Defined Capability Data Mining Page: 1 of 7
  • Ready-to-Use RFP™ Outline Integrated Accounting & Business Management Software Procurement/Purchasing Management Purchase Requisition Processing Requisition Data Elements Commodity Code Usage Requisition Routing Requisition Processing Approved / Not-approved Purchase Order Data Element PO Line Item Data Element Price & Discount calculations Job / Shop Order / Term Codes Unit of Measure (UOM) Issues System Interfaces Purchase Order Processing Recurring Purchase Orders EDI Capabilities / Interface PO Printing Receiving Processing Interface Vendor Performance Reporting Web-enabled Functions Inventory Management Inventory Item Maintenance Item Data Elements Lot / Serial Control Unit of Measure issues Cycle Counting Re-order Points & EOQ Warehouse Locations Pricing & Discount calculation Returns issues Receiving Processing Receiving Labels Receiving Inquiries General Inquiries Reporting ACCOUNTING FUNCTIONS General Ledger Chart of Accounts Structure Account Number/Code Generation GL Account Attribute Options Chart of Accounts Maintenance Journal Entries Page: 2 of 7
  • Ready-to-Use RFP™ Outline Integrated Accounting & Business Management Software Transaction Posting functions/options Budget/Revenue Class Code Relationships Online Inquiry/Reporting Standard Reports Analysis/Report Writing Budgeting Budget Development Process Budget Development Tools Data Manipulation Features What-If options Budget History/Comparisons Adjustement functions Notification Messages General Ledger integration Controls/Audit Trail Reporting/Inquiries Fixed Assets Asset Maintenance Transaction entry Depreciation Reporting Cost Accounting Cost Coding format Cost Allocation Maintenance Project Maintenance Transaction Processing Management Issues Standard Reports Report Writer Accounts Receivable Customer Master File Data Elements Customer Master File Maintenance Invoice/Credit Processing Accounts Receivable Aging Online Inquiry functions Standard Reports Report Writer Page: 3 of 7
  • Ready-to-Use RFP™ Outline Integrated Accounting & Business Management Software Accounts Payable Vendor Master File Data Elements Vendor Master File Maintenance A/P Voucher Processing A/P Aging & Reporting Payment Processing Checking Accounts/Checks Inquiry functions Standard Reports Report Writer WORKFLOW Workflow Focus Routing Methodologies Routing Rules Definition Structured Workflow Unstructured Workflow Routing Rules Definition Visual Workflow capabilities Multiple Libraries Converging Workflows Alien Document Support Compound Documents Connectivity & Integration Web-enabled Functions Audit Trail issues GLOBAL SOFTWARE CHARACTERISTICS Maturity of Product Architectural/OOP Issues System Scalability Server/Client OS Support Database Support Data Interface Reporting Capabilities Query Functionality User-Defined Parameters Documentation Security Application Interfaces Programming Toolkit 3rd Party ERP Interface Wireless Technology support Page: 4 of 7
  • Ready-to-Use RFP™ Outline Integrated Accounting & Business Management Software IMPLEMENTATION Conversion Installation Initial Training On-going Training Support Help Desk Tools COST DATA Initial One-Time Costs Recurring Costs VENDOR PROFILE Time in Business Financial Record Product Development R & D Resources Support Resources Implementation Resources Project Management Resources Installed Base Training Resources Custom Software Expertise Online Help Functions Distance Learning Facilities FOUNDATION ISSUES Purpose General Background/Organization History Desired System & Benefits Project Summary/Definitions RFP Limitations Responsibility for Performance Vendor/Bidder Interest & Commitment Project Schedule Vendor/Bidder Conference Right to Negotiate/Cancel/Modify ……Plus Many Other Contract Management/Legal Topics! Page: 5 of 7
  • Ready-to-Use RFP™ Outline Integrated Accounting & Business Management Software RFP QUESTION EXAMPLES Some sample questions typical for both the Word and Excel versions of the WMS RFP are shown here. Although the same questions are used in both, please remember there are some important differences between the Word and Excel versions. Only the Excel version offers the Feature Support Matrix function, built-in Weighted Grade Point Scoring and Side-by-Side vendor response comparisons such as the sample shown. For more detailed information about the Excel version please visit this link: http://www.infotivity.com/excel_rfp_samples.html A sample from the SALES CYCLE ANALYSIS section: Does the proposed software enable the user to present Sales Cycle Report information in summary form via pie charts, bar charts, line drawings, or other pertinent charting method? . A sample from the SALES COACHING section: Can Sales Coaching information content focused on the specific status of a given sales opportunity be displayed on-screen? WEIGHTED GRADE SCORE & FEATURE COMPARISONS: Excel version only. Distribute RFPs and receive vendor RFP responses electronically. Almost instantly compare vendor responses (proposals) side-by-side in detail or 3-D bar chart form. Compare Weighted Grade Point Scores or Response Features (next page). Page: 6 of 7
  • Ready-to-Use RFP™ Outline Integrated Accounting & Business Management Software Compare vendor RFP responses side-by-side at the detail level using the RFP Master Response Evaluation spreadsheet! Page: 7 of 7