Verschillenlijst exact synergy asp vs exact synergy enterprise

Quercis

Exact Synergy ASP
vs
Exact Synergy Enterprise

Information Consultants
Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780
fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl

Quercis

Inhoudsopgave
Usability Comparison ........................................................................................................................................................... 3
Personalization ................................................................................................................................................................. 3
Input Experience ............................................................................................................................................................... 3
Output Experience ............................................................................................................................................................ 4
Accessibility ...................................................................................................................................................................... 4
Findability .......................................................................................................................................................................... 5
Unicode ............................................................................................................................................................................. 5
Functional Comparison ........................................................................................................................................................ 7
Financial............................................................................................................................................................................ 7
Logistics .......................................................................................................................................................................... 10
HRM ................................................................................................................................................................................ 12
Documents ...................................................................................................................................................................... 14
CRM ................................................................................................................................................................................ 16
Marketing ........................................................................................................................................................................ 18
Workflow ......................................................................................................................................................................... 20
Assets ............................................................................................................................................................................. 22
Project ............................................................................................................................................................................. 24
Business Analytics .......................................................................................................................................................... 26
System ............................................................................................................................................................................ 27

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USABILITY COMPARISON
Feature Area Exact Exact Feature Description Related
Synergy Synergy Document
Enterprise

Personalization

Users can decide what and how they want to see a
Customizable
Unavailable New browser; ability to add, remove or rearrange browser 15.602.650
browser filter
columns.
Users can decide what to be included and how the menu
Customizable
Existing Enhanced layout should be displayed; ability to add, remove or 15.613.561
home page
rearrange different gadgets on the dashboard.
The new interface focuses on providing a streamlined,
Textual user 16.648.526
Unavailable New simple, and clean navigation so that you can easily
interface 17.359.666
access the functions.
Users can choose to freeze/pin the result header for better
Pin Unavailable New 15.602.640
readability.
Customization of Customization of maintenance card can be perform from
maintenance Existing Enhanced the maintenance page; ability to add, remove or 15.637.106
card rearrange data fields.
Restore function
in menu Unavailable New Ability to restore default settings in menu customization. 15.607.877
customization
Expand/collapse All the search criteria sections in a search application or
Existing Enhanced 18.321.195
search criteria report have the expand/collapse function.
Users can opt to have messages displayed in a pop-up
Pop-up message Unavailable New 15.602.716
window.
User-defined A standard naming convention implemented for user-
Cascading Style Unavailable New defined CSS prevents the style sheets from being 17.997.022
Sheets (CSS) overwritten each time the system is updated.

Input Experience

Auto Date Save data entry time with this auto complete for month
Unavailable New 15.602.639
Format and year when day is filled up.
A set of predefined values are available for date range
Predefined date selection. For example, This year, Today, Yesterday and
range etc. Whenever one of these is selected, the date value will
be filled up automatically.
In Exact Synergy Enterprise, the Close button is more than
just closing the page. It will trigger incomplete entry or
Close button Existing Enhanced 15.602.644
changes; and require users to respond if saving changes
made before exiting the page.
(De) Select all Users can select or deselect all check boxes from
options the listing with just a click.
In all maintenance pages, the Save+New button is
Save + New
Unavailable New introduced. This button allows users to continue with data 18.321.230
Button
entry and saving the changes without exiting from the

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page.
The Reset button is to reset all values on the screen
Reset and controls like input textbox, browser, combo box and etc.
Default buttons The Default button is the same as the Reset button, which
also removes all the customized controls.
Input field that currently requires attention will be
Auto focus on
Unavailable New "wrapped" with a bold line box to distinguish it from other 15.613.645
input field
input fields.
Maintain master Users can add or edit master data within the browser itself
15.623.898
data within Unavailable New if the master data is not available for selection. Users no
15.623.923
browser longer need to do it from the maintenance menu.
In Exact Synergy Enterprise, type-ahead suggest textbox is
Type-ahead available for all the commonly-used input fields. Based on
suggest textbox the input provided, the system will suggest a list of possible
values. Users do not have to complete the entire word.
Image control
for maintenance Existing Enhanced Images can be uploaded using image control. 15.602.685
application
Auto load
The browser will be loaded automatically whenever users
browser if
Unavailable New leave a mandatory field blank. This action is triggered 15.602.698
mandatory field
when users press the TAB or ENTER key.
is left blank
Input data into Users can input data in a text box other than searching for
text box it from the browser window.

Output Experience

Only a click is required to change the sorting sequence.
Sorting features Existing Enhanced 15.602.684
Results will be refreshed automatically.
Users can define the page size (the number of rows) to be
Pagination Existing Enhanced displayed in the results page for better readability and 15.602.666
data loading performance.
For all report pages, when the page is loaded up for the
Show button to first time, the Show button is displayed. Until users have
retrieve reports filled up all the selection criteria and clicked the Show
button, the button will be displayed as Refresh.
Organization can be displayed in a newly enhanced
Interactive chart interactive chart view, whereby basic information can be
view viewed from the chart itself. Users can also drill down to
the next hierarchy level without refreshing the page.
Printable and
Ability to preview and print report with just a click based
exportable to Existing Enhanced 15.613.095
on the report results.
Microsoft Excel

Accessibility

Different data Results are displayed in rows with alternate colors to
row color improve readability.
Non-action links For a more organized and structured layout, all the action
and icons in buttons are now place at the top of the page, while all

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relocated non-action links are moved to monitor section.
Warning
In the maintenance page, when changes are made and
message when
Unavailable New users navigate away without saving, a warning message 15.613.580
navigating
will be displayed for confirmation.
away
Confirmation In the maintenance page, when changes are made and
message on Unavailable New users clicked on the Close button, a warning message will 15.602.644
close be displayed to confirm if changes need to be saved.
Message in new Messages are displayed in a new window to draw users'
window attention.
Remember last
The system will always remember the last menu tab
menu tab Unavailable New 15.602.737
selected by the users and display it on the next login.
entered
Hyperlinked for
selected value The value in the browse control field will be hyperlinked to
in browse make maintenance easier and more flexible.
control field
Standard
Messages are displayed at a standard location for
location for Existing Enhanced 15.608.539
consistency.
messages
Recode, Copy,
Recode, Copy, and Merge buttons are placed in edit
and Merge Existing Enhanced 15.608.236
mode instead of view mode.
buttons
Adding page to Adding a page to Favourites can be done by right-
Favourites clicking on a menu link.
Bigger clickable
area for check Users can click on the caption besides a check box or
boxes and radio radio button to activate the control.
buttons

Findability

Advanced Users can now include more search criteria to refine the
search search result.
Advanced The default advance search criteria are simplified for easy 17.424.438
Existing Enhanced
search usage. 17.996.409
Search Feature:
In the search application, the search feature "Starts with",
Start with,
Existing Enhanced "Contains" and "Equal to" are replaced with an icon from a 15.602.677
Contains and
drop-down list.
Equal to
Customize Users are able to customize the available columns before
search page performing the search process.
Smart search for
Documents and The smart search in pop-up browsers provides
Requests convenience to the users.
browsers

Unicode

Unicode Unavailable New The system is Unicode compliance which truly support 17.804.316

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compliance multi-country operations.

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FUNCTIONAL COMPARISON
Functional Worksheet

Financial

Exact Synergy
Exact Synergy Notes
Enterprise

Unsupported Functionalities

1 Create new currencies Y N Done via metadata.

2 Generate budget - Copy HRM payroll data into Y N Removed due to revamp of payroll
Financial budget in Exact Synergy Enterprise.

3 Indicators report - Expand and collapse report Y N Removed due to revamp of payroll
in Exact Synergy Enterprise.

4 Division: Period report - Expand and collapse Y N
report

5 Revenue Top 100 report - Set duration before Y N
timeout for report

6 Suppliers Top 100 report - Set duration before Y N
timeout for report

1.0 Setup

1.1 Organization data - Groups, divisions, cost Y Y
center groups, cost centers

1.2 Master data - GL accounts, categories, budget Y Y
scenarios, payment condition

1.3 Financial years/periods Y Y

1.4 Tax codes and tax return boxes Y Y

1.6 Currency's period and daily exchange rates Y Y

1.7 Indicators Y Y

1.8 Entry screens Y Y

1.9 Numbers: Our ref - General, Sales, Purchase Y Y

1.10 Settings Y Y

2.0 Entry

2.1 Financial entry Y Y

2.2 Process open entry Y Y

2.3 Process: Result Y Y

2.4 Delete entry Y Y

2.5 Edit entry Y Y

2.6 Reopen processed entry Y Y

2.7 Financial budget entry Y Y

2.8 Approve budget entry Y Y

2.9 Process budget entry Y Y

2.10 Reopen budget entry Y Y

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2.11 Delete budget entry Y Y

2.12 Resources budget entry Y Y

3.0 Reports

3.1 Search Y Y

3.2 Search template Y Y

3.3 Organization chart report by indicator Y Y

3.4 Division status report Y Y

3.5 Financial log Y Y

3.6 Chart of Accounts Y Y

3.7 G/L cards Y Y

3.8 Balance sheet, P&L Y Y

3.9 Pivot analysis Y Y

3.10 Results Y Y

3.11 Indicators Y Y

3.12 Division: Period Y Y

3.13 Budgets Y Y

3.14 Account receivables - Sales invoice, Balance list, Y Y
Aging analysis, Revenue: Top 100

3.15 Account payables - Purchase invoice, Balance Y Y
list, Aging analysis, Suppliers: Top 100

3.16 Tax transactions Y Y

3.17 Exchange rates Y Y

3.18 Graph - A/R, A/P, Bank/Cash Y Y

3.19 Generate Excel Y Y

3.20 Log: Excel mail merge Y Y

3.21 View report by Our/Your Ref Y Y

3.22 View report by Entry No Y Y

4.0 Replication - XML, URL, Backgroundjob

4.1 Budgets Y Y

4.2 Financial transactions Y Y

4.3 G/Ls Y Y

4.4 Exchange rates Y Y

4.5 RPFinancialcheck.exe Y Y

5.0 Financial Consolidation

5.1 Consolidation structure N Y

5.2 Ownership listing N Y

5.3 Check configuration N Y

5.4 Presentation currency translation N Y

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5.5 Consolidation worksheet N Y

5.6 Elimination entries N Y

5.7 Consolidated balance sheet N Y

5.8 Consolidated profit & loss statement N Y

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Logistics

Exact Synergy Exact Synergy Notes
Enterprise

Functionalities

1 Warehouse and warehouse creation Y Y

2 BOM Y N Only available in integrated
environment.

3 Create catalogs Y Y

4 Merge item Y Y

5 Item search Y Y

6 Recode release Y Y

7 Promote release Y Y

8 Read log in item card Y Y

9 Send e-mail function in item card Y Y

10 BOM report Y N Only available in integrated
environment.

11 XML item replication Y Y

12 XML sales order replication Y Y

Logistics

1.1 Create assortment Y Y

1.2 Create releases and link to assortment Y Y

1.3 Create assortment properties and link to Y Y
assortment

1.4 Recode assortment and assortment code Y Y

1.5 Merge assortment and assortment code Y Y

1.6 Create item - relation types and link to item Y Y

1.7 Shown parent-child relation in configuration Y Y
page

1.8 Create units and apply to item Y Y

1.9 Logistics settings Y Y

1.10 Create item Y Y

1.11 Link attachment to item Y Y

1.12 Configuration in item - Parent and child Y Y
relationship

1.13 Link account to an item Y Y

1.14 Recode item Y Y

1.15 Move item - attributes Y Y

1.16 Move item - Assortment Y Y

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1.17 Variant and discount price in item card Y Y

1.18 Batch update - item Y Y

1.19 Request merge - item search Y Y

1.20 Webshop Y Y

1.21 Sales invoices Y Y

1.22 Purchase order Y Y

1.23 Serial/Batch item Y Y

1.24 Data log in item card Y Y

1.25 XML invoices replication Y Y

1.26 XML purchase replication Y Y

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HRM

Enterprise

Unsupported Functionalities

1 Absence Period Closing

** Limitation in Sick Request viewed in Personal
Planning page:

Sick Request created without entering End Date
but End Time is defaulted with 00:00 hours

:: In Personal Planning page, the Sick Request is Y N BR 22.019.266
coloured up to today's date BR rejected as this is the design in
.Net

1.0 Vacancy, Applicant & Resource

1.1 Create new vacancy Y Y

1.2 Create new applicant with vacancy linked Y Y

1.3 Create new applicant without vacancy Y Y

1.4 Edit, modify, delete, copy, reject vacancy and Y Y
applicant

1.5 Create applicant in vacancy Y Y

1.5 Create, edit, transfer resources Y Y

1.6 Linking vacancies from an external website N Y

1.7 Ability to search and merge double applicants N Y

1.8 Internal employees application for a vacancy N Y

1.9 MS Word integration N Y

1.10 Multiple employment per vacancy N Y

1.11 Enhanced reporting on applicants N Y

1.12 Physical location in applicant and vacancy N Y
cards

1.13 Multiple attachments for applicants and N Y
vacancies

1.14 Multiple applicants entry N Y

1.15 Import applicants N Y

1.16 To be approved status for vacancies N Y

1.17 Google map service N Y

2.0 Absence

2.1 Absence request Y Y

2.2 Multiple absence request Y Y

2.3 Prorate entitlement Y Y

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2.4 Personal planning Y Y

2.5 Schedule maintenance Y Y

2.6 Absence period closing Y Y

3.0 Competency

3.1 Simple method Y Y

3.2 Advanced method Y Y

3.3 New calculation methods for competency N Y
management - summation, average &
percentage

3.4 Applicant and vacancy matching N Y

3.5 Applicants and vacancies matching wizard N Y

3.6 Resume/CV N Y

3.7 Search resources based on competency N Y

4.0 Performance Management

4.1 Target agreement N Y

4.2 Performance review management N Y

5.0 Time & Attendance

5.1 Advance work schedules with ON/OFF option N Y

5.2 Time and attendance reporting N Y

6.0 Payroll

6.1 Payroll component Y Y

6.2 Payroll processing Y N

7.0 User License Types

7.1 Employee Self Service N Y

7.2 Business N Y

7.3 Full Suite N Y

7.4 Search resource by user license types N Y

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Documents

Enterprise

1.0 Maintenance of documents

1.1 Create main category, category, subcategory Y Y
for new document

1.2 Create new document type layout Y Y

1.3 Create new document using the main Y Y
category-category-subcategory and type
layout

1.4 Grouping of documents by category/type at Y Y
Document startpage

1.5 Document explorer view N Y

1.6 Use version control Y Y

1.7 Create mail merge and document layout Y Y

1.8 Select and delete/archive/draft all documents Y Y

1.9 Create pictures Y Y

1.10 Move document Y Y

1.11 Create website layout Y Y

1.12 Create list layout Y Y

1.13 Create news layout for divisions Y Y

1.14 Set default news frontpages for all modules Y Y

1.15 Scan document Y Y

1.16 Save document templates Y Y

1.17 Read mode for attachment N Y

1.18 Use corporate tags N Y

1.19 Define automatic document archiving criteria N Y

2.0 Functionality of documents

2.1 Edit document - modify, save, delete, draft Y Y

2.2 Copy document Y Y

2.3 Reply document Y Y

2.4 Archive document Y Y

2.5 Preview document Y Y

2.6 Print document Y Y

2.7 Switch between simple and advanced mode Y Y
when editing

2.8 Publish document as headlines/frontpages Y Y

2.9 Edit document with Word by clicking the Word Y Y

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icon on document

2.10 Email document with Outlook by clicking the E- Y Y
mail icon on document

2.11 Delete document based on document deletion Y Y
date

2.12 Insert attachment into document Y Y

2.13 Set security levels for documents Y Y

2.14 Use special symbols/character during editing Y Y

2.15 Multiple attachments N Y

2.16 Document tagging N Y

2.17 Document bulk upload wizard N Y

3.0 Document search

3.1 Search document Y Y

3.2 Document smart search N Y

3.3 Customize document search Y Y

3.4 Quick search for document - left menu Y Y

3.5 Document listing sort by creator name N Y

3.6 Document search based on tags N Y

4.0 Pivot analysis

4.1 Pivot analysis include matrix/bar/pie view Y Y

4.2 Pivot analysis include list, organization chart, line, N Y
and region chart

5.0 Others

5.1 Forum subscription Y Y

5.2 Full text background job Y Y

5.3 Subscribe to document lists as an RSS feed N Y

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CRM

Enterprise

1.0 Maintenance of account

1.1 Maintain account (Add, Edit & Delete) Y Y

1.2 Maintain titles Y Y

1.3 Maintain address - types Y Y

1.4 Maintain free fields - accounts Y Y

1.5 Maintain free fields - contacts Y Y

1.6 Maintain free fields - addresses Y Y

1.7 Maintain ship via Y Y

1.8 Maintain job titles Y Y

1.9 Transfer of reseller account Y Y

1.1 Maintain account fields-links Y Y

1.11 Customize corporate account card Y Y

1.12 Maintain contract parameters Y Y

1.13 Maintain contract processes Y Y

1.14 Maintain settings Y Y

1.15 List account fields Y Y

1.16 Microsoft Add-ins Y Y

1.17 Synchronize settings Y Y

1.18 Not validated accounts cleanup Y Y

1.19 Doubles: Accounts Y Y

1.20 Doubles: Contacts Y Y

1.21 De-duplication N Y

2.0 Account Entry

2.1 Create prospect account Y Y

2.2 Create customer account Y Y

2.3 Create associate account Y Y

2.4 Create supplier account Y Y

2.5 Create reseller account Y Y

2.6 Create division account Y Y

2.7 Create bank account Y Y

2.8 Create lead account Y Y

2.9 Create suspect account Y Y

2.10 Quick entry N Y

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2.11 Import wizard N Y

3.0 Search & Reporting

3.1 Set search criteria as a template Y Y

3.2 Ability to customize search fields Y Y

3.3 Search result can be returned as "count" instead Y Y
of listing

3.4 Export search result Y Y

3.5 Mail merge Y Y

3.6 Account pivot analysis Y Y

4.0 Contract

4.1 Contracts maintenance Y Y

4.2 Contract pivot analysis Y Y

4.3 Contract monitor & analysis Y Y

4.4 Inflow/outflow analysis Y Y

4.5 Contracts prolongation Y Y

5.0 Portal Access

5.1 Login as reseller Y Y

5.2 Login as customer Y Y

5.3 Login as supplier Y Y

5.4 Separate licenses required for Customer and N Y
Reseller portals

6.0 Opportunity Management

6.1 Sales cycle definition and process N Y

6.2 Opportunity maintenance N Y

6.3 Opportunity reports/dashboard/funnel N Y

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Marketing

Enterprise

1.0 Forum

1.1 Discussion

1.1.1 Subscription Y Y

1.1.2 Subject Y Y

1.1.3 Recent postings Y Y

1.1.4 Last 7 Days Y Y

1.1.5 Search Y Y

1.2 Links Y Y

1.3 Forum

1.3.1 Reseller Y Y

1.3.2 Customer Y Y

1.3.3 Employee Y Y

1.4 Maintenance

1.4.1 Categories Y Y

2.0 Reports

2.1 Customers

2.1.1 Request: Statistics Y Y

2.1.2 Customer satisfaction Y Y

2.1.3 Classifications Y Y

2.1.4 Ratings Y Y

2.1.5 Sectors Y Y

2.1.6 Mail merge: Log Y Y

2.1.7 Item: Downlaod Y Y

2.2 Web Site

2.2.1 Portal Y Y

2.2.2 Activity Y Y

2.2.3 Requests: Web Site Y Y

3.0 Maintenance

3.1 General

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3.1.1 Sectors Y Y

3.1.2 Subsectors Y Y

3.1.3 Sizes Y Y

3.1.4 Classification Y Y

3.1.5 Sources Y Y

3.2 Rating: Rule

3.2.1 Customer Y Y

3.2.2 Reseller Y Y

3.3 Web Site

3.3.1 Web Sites Y Y

3.3.2 Customer: Page - Support Y Y

3.3.3 Settings Y Y

3.3.4 Frontpage Y Y

3.3.5 List Y Y

3.3.6 Banner Y N

3.4 Orders

3.4.1 Catalogs Y Y

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Workflow

Enterprise

1.0 Request type

1.1 Create a new category Y Y

1.2 Modify/delete existing category Y Y

1.3 Create a new request type Y Y

1.4 Editing/removing request types Y Y

1.5 New field - Account (Type) and Account Y Y
(Status)

1.6 Time field Y Y

1.7 Time zone Y Y

1.8 Remove remark Y Y

1.9 Additional reference for free GUID fields Y Y

1.10 Term issue Y Y

1.11 Security issue Y Y

1.12 Create request and assign request to various Y Y
resources

1.13 Calendar and workflow notification Y Y

1.14 Create document from request N Y

1.15 Allow hyperlink in remarks N Y

1.16 Specifying request fields to copy N Y

1.17 Ability to add section in request N Y

1.18 Request fields relationship definition N Y

1.19 XML export/import of request types N Y

2.0 Request Search

2.1 Search through request ID Y Y

2.2 Search request information using advanced Y Y
search

2.3 Customize search fields Y Y

2.4 Creating private search template Y Y

2.5 Creating public search template Y Y

2.6 Add new column Y Y

2.7 Advance search Y Y

2.8 Define account and contact free fields Y Y

2.9 Workflow: Mail merge Y Y

2.10 Workflow: Mail merge (user-defined address N Y

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type)

2.11 Grouping for workflow list N Y

2.12 Sort by using column headers in addition to N Y
dropdown list

2.13 Adjustment on remove from workflow pop up N Y
message

2.14 Capability to mark request task as unread N Y

2.15 Workflow transfer N Y

2.16 Workflow bulk handle N Y

3. Pivot Analysis

3.1 Pivot analysis Y Y

3.2 Enable "filter criteria" for "free fields" in pivot Y Y
analyses

3.3 Add new field Y Y

4. Test/Poll

4.1 Create new category Y Y

4.2 Test/Poll: List Y Y

4.3 Test/Poll: Answer Template Y Y

4.4 Test/Poll: Design Y Y

4.5 Test/Poll: Execute Y Y

4.6 Test/Poll: Settings Y Y

4.7 Test/Poll: Quality Analysis Y Y

5. Process Flow

5.1 Create and define process flow template Y Y

5.2 Create new process flow template Y Y

5.3 View process flow template Y Y

5.4 Edit existing process flow template Y Y

5.5 Create new process flow Y Y

5.6 Reject and resubmit or reopen existing request Y Y
in a process flow

5.7 Validation on next request creation in a process Y Y
flow

5.8 Delete existing process flow template Y Y

5.9 Allow maximum 10 requests in a process flow N Y

5.10 Horizontal view of workflow requests N Y

6 Option to display 12-hour clock (AM/PM) N Y

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Assets

Enterprise

1.0 Maintainance

1.1 Fixed assets

1.2 Purchase contract Y N

1.3 Service contract Y N

1.4 Depreciation Y Y

1.5 Assets group Y Y

1.6 Miscellaneous Y Y

1.7 Settings Y N

2.0 Fixed Assets

2.1 Fixed assets Y Y

2.2 Purchase contract Y Y

2.3 Service contract Y Y

3.0 Search

3.1 Simple search Y Y

3.2 Advanced search Y Y

3.3 Customize search Y Y

3.4 Creating search Y Y

4.0 Reports

4.1 Resource Y N

4.2 Cost center Y N

4.3 Status Y N

4.4 Asset group Y N

4.5 Supplier Y N

4.6 List N Y

4.7 Service contract Y Y

4.8 Contract: Analysis Y Y

4.9 Contract: Monitor Y Y

4.10 Contract: Inflow/Outflow Y Y

4.11 Prolongation: Analysis Y Y

4.12 Prolongation: Value - Division Y Y

4.13 Balance list Y Y

4.14 Depreciation plan Y Y

4.15 Transaction Y Y

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4.16 Intercompany Y Y

4.17 Total: Year end Y Y

4.18 Purchase contracts Y Y

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Project

Enterprise

1.0 Entry

1.1 Project entry Y Y

2.0 Maintenance

2.1 Free fields Y Y

2.2 Settings Y Y

2.3 Realizations Y Y

3.0 Reports

3.1 My Projects Y Y

3.2 Managers Y Y

3.3 Divisions Y Y

3.4 Accounts Y Y

3.5 Items Y Y

3.6 Cost center Y Y

3.7 Read - recent Y Y

3.8 Schedule: Yearly Y Y

3.9 Schedule: Monthly Y Y

3.10 Resource: Planning Y Y

3.12 Group request Y Y

3.13 Project invoices Y Y

3.14 Productivity reports Y Y

3.15 Entry report Y Y

3.15 Job activity reports Y Y

3.16 Interactive balance Y Y

3.17 Transaction Y Y

3.18 Budgets Y Y

3.19 Balance list Y Y

3.20 Realizations Y Y

3.21 Resource Y Y

3.22 Overdue Y Y

4 Search Y Y

5 Organization Chart N Y

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Business Analytics

Enterprise

1.0 Setup

1.1 Install user interface N Y

1.2 Create view categories N Y

1.3 Create view templates N Y

1.4 Report deployment scheduling N Y

2.0 Reports

2.1 Search N Y

2.2 Search templates N Y

2.3 Dashboards N Y

2.4 View summary and listing N Y

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System

Enterprise

1.0 Consistency Check

1.1 Logistics consistency check Y N

1.2 Consistency check - Purchase: Items Y N

1.3 Consistency check - GL/Accounts Y N

1.4 Consistency check - Item groups: Purchase (G/L Y N
Accounts)

1.5 Consistency check - Invalid: Payment conditions Y N

1.6 Consistency check - Invalid: Delivery method Y N
code

1.7 Contacts Y N

1.8 Addresses Y N

1.9 CRM: Advanced Y N

1.10 Contacts: Doubles Y N

1.11 Financial: Customer code + Vendor code Y N

2.0 Reports

2.1 Resources Y Y

2.2 Applications Y Y

2.3 Hours Y Y

2.4 History Y Y

2.5 Tables Y Y

2.6 Files Y Y

2.7 File groups Y Y

2.8 Activity: Current Y Y

2.9 Activity: History Y Y

2.10 Session Y Y

2.11 Solutions Y N

2.12 Application log Y Y

2.13 Data log Y Y

2.14 Errors log Y Y

2.15 Processes log Y Y

2.16 Performance log Y Y

3.0 Maintenance

3.1.1 Customize Y N

3.1.2 Homepage Y N

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3.1.3 Favourites Y N

3.2.1 Delegation Y Y

3.2.2 Roles Y Y

3.2.3 Function rights Y Y

3.2.4 Servers Y Y

3.3.1 Search terms Y Y

3.3.2 Customized terms Y Y

3.4.1 New database Y Y

3.4.2 Set up company Y Y

3.5.1 Banner settings Y N

3.5.2 Calendar settings Y Y

3.5.3 Processes settings Y Y

3.5.4 All settings Y Y

3.5.5 Add-on Y N

3.6.1 XML Homepage Y Y

3.6.2 XML Topics Y Y

3.6.3 XML Results Y Y

3.6.4 Replication - Sources Y Y

3.6.5 Replication - Targets Y Y

3.7.1 Words (Full text index) Y Y

3.7.2 Noise words Y Y

3.8.1 Installation: Microsoft Office Add-ins Y Y

3.9.1 Log: Data Y Y

3.9.2 Log: Truncate Y Y

3.9.3 Query: Duration (Maximum) Y Y

3.10.1 Countries Y Y

3.10.2 Countries: Classifications Y Y

3.10.3 Currencies Y Y

3.10.4 Time zones Y Y

3.10.5 Titles Y Y

3.11.1 License Info Y Y

3.11.2 License Update Y Y

3.12.1 Explorer Repository Y Y

3.12.2 Rebuild Repository Y Y

3.12.3 Repository Scripts Y N

3.13.1 Export metadata N Y

3.13.2 Import metadata N Y

28

Quercis
4.0 User License Management

4.1 Employee Self Service User N Y

4.2 Business User N Y

4.3 Full Suite User N Y

5.0 Web Services

5.1 Web services N Y

29

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