Supply Chain Management

Module

Total Criteria Module Rating

Warehouse Management System (WMS) 596 49.4

Includes: Adaptability,Functionality,WMS Technology Configuration

Transportation Management System (TMS) 159 51.72

International Trade Logistics (ITL) 169 41.64

Includes: Collaboration,Commerce,Content

Supplier Relationship Management (SRM) 442 33

Demand Management 147 52.09

Average Solution

by Benchmark Vendor

Includes: System Definition and Implementation,Transportation Management Operation Functionality

Includes: Design,Fulfillment,Infrastructure,Manufacturing,Procurement,Settlement,Sourcing,Utilities

Supply Chain Analytics 257 46.94

Order Management 37 53.3

Service Parts Planning 52 36

Includes: Collaborative Planning,Consensus Planning,Demand Management Systems Architecture,Event Planning,Forecasting,Life Cycle Planning,Merchandise Planning,Metrics and Reporting,Pricing and Profit Optimization,Promotion Planning,S&OP,VMI Replenishment

Includes: Production and Supply Planning,Supply Chain Event Management,Supply Chain Optimization

Includes: Execution Visibility,Inbound and Assembly Coordination or Multi-site Staging,Inventory Management and Visibility,OM-Specific Technology,Order Promising,Shipping and Outbound Management,Sourcing

Product Technology 330 74.23

Warehouse Management System (WMS)

Module

Total Criteria Module Rating

Functionality 331 49.2

Adaptability 25 47.79

Includes: Business Processes,Decision Support and Reporting

WMS Technology Configuration 240 51.22

Transportation Management System (TMS)

Module

Total Criteria Module Rating

System Definition and Implementation 55 57.66

Includes: Analytics and Reporting,Logistics Transportation and Reverse Logistics,Planning,Service Delivery and Execution,Utilities,Workforce Optimization

Includes: Application Tools,Architecture,Platforms,Reporting,User Interface

Average Solution

by Benchmark Vendor

Includes: Bin Location Setup,Inventory Control,License Plate Tracking,Other Functions,Packing and Shipping,Picking,Product Setup,Put-away,Quality Control,Receiving,Warehouse Configuration

Includes: Configuration,Host Interface,Internationalization and Localization,Radio Frequency Identification (RFID),Reports, Documents, and Queries,Security,Upgrades

Average Solution

by Benchmark Vendor

Transportation Management Operation Functionality 104 45.78

International Trade Logistics (ITL)

Module

Total Criteria Module Rating

Collaboration 14 49.51

Content 29 39.05

Includes: Compliance,Logistics,Product

Commerce 126 36.36

Supplier Relationship Management (SRM)

Module

Total Criteria Module Rating

Design 32 24.51

Sourcing 183 28.14

Includes: Administration,Carrier and Contract Details,Enterprise Setup,Geography Setup,Interface and Integration,Lane Setup,Location Setup,Setup for Rate Enquiry

Includes: Analysis,Execution,Planning,Shipment Tracking,Transportation Network Optimization

Average Solution

by Benchmark Vendor

Includes: 24x7 customer support and data audit trail,Applications and tools to create company, geographic, and individual level profiles, which enable communication between entities and individuals,Applications and tools to support exchange of data and the creation of appropriate trade and transportation documents,Exchange information electronically, irrespective of data format and technical capabilities,Integrate trading partner information into key business systems,Profiling tools and applications to define roles and privileges,Real time information exchange between all parties,Service provider collaboration, including customs brokers, freight forwarders, carriers and NVOCC, terminal operations, storage providers, banks, and others,Shipper community collaboration, including general management, finance, operations, manufacturing, logistics, distribution, purchasing, materials supply, planning, and customer service,Single source of shipment information,Support for the exchange of data through EDI, XML, and hard copy documents,Support for the interactive exchange of data with internal and external as well as inter and intra-enterprise applications to include TMS, WMS, ERP, SRM, CRM, and SFA,Web-based community marketplace

Includes: Financial Functionality,Transportation Management and Logistics,Warehouse Management System

Average Solution

by Benchmark Vendor

Includes: Concept and Requirements Definition Collaboration,Design collaboration

Includes: Commodity Management,Contract Management,RFx and Bid Management,Risk, Liability, and Flexibility Management,Supplier Management

Procurement 155 34.92

Fulfillment 10 35.3

Includes: Inventory Management,Returns Management

Manufacturing 22 27.19

Includes: Engineering Change Order (ECO) Management,Quality

Settlement 8 31.59

Includes: Advanced Settlement Functionality,Reconciliation

Utilities 10 36.36

Infrastructure 22 45.97

Demand Management

Module

Total Criteria Module Rating

Promotion Planning 12 40.36

Pricing and Profit Optimization 10 44.91

Includes: Catalog Management,MRP-driven Procurement,Prices, Discounts, Cost Management,Procurement Reporting,Requisition-Driven Procurement,Reverse Auctions

Includes: Bill of Material (BOM) Explosion,Product, Project Budget, and Cost Management,Project Management

Includes: General Infrastructure Functionality,Integration Infrastructure

Average Solution

by Benchmark Vendor

Includes: Applies learning technology like neural networks to more accurately evaluate promotional lift,Create promotion plan by product, channel, or customer,Evaluate against constraining or conflicting forecast events or activities,Evaluate previous promotions based on multi-dimension criteria or confidence factors, history, etc.,Promotion creation,Promotion performance and effectiveness analysis, including promotion, channel, sales personnel, and real-time feedback,Promotional scheduling--allowing the creation of promotions on effectivity dates and dimensions such as time, product, customer, and channel,Return on investment (ROI) simulation,Rule-based promotional data creation,View the promotional lift "on top" of the standard demand plan (for example, what is the real benefit in units or dollars)

Includes: Ability to input and evaluate external factors for price such as economics, competitive pricing, and weighting factors,Ability to input product ABC data to understand costs and activity drivers to create true costs,Evaluate current activities such as trade-off of market downs versus volume, as well as the trade-offs of time and the impact to profit and market share,Evaluate pricing history and profit by criteria such as market or product family through item level and customer,Evaluate product profit over product life cycle (time),Input pricing rules such as list prices, promotions, discounts, and specific quoting rules,Market segmentation and demographic data evaluation for understanding pricing patterns and thresholds,Price elasticity analysis and evaluation for determining the impact of pricing on long-term demand and life cycle patterns,Record, evaluate, and assess the historical impact of changes in prices and volumes,Track channel or retail pricing and markdowns

Forecasting 30 63.1

Includes: Forecasting Algorithms,Forecasting Requirements

Merchandise Planning 12 20.76

Life Cycle Planning 10 34.27

Consensus Planning 9 67.12

Collaborative Planning 9 57.27

S&OP 9 62.12

Includes: Creates a category plan,Creates a forward weeks of supply plan based on current performance, such as rate of consumption, future market downs, inventory turns, and profit objectives,Creates assortment planning,Creates investment buy analysis,Creates product group or department merchandise plans,Evaluates or creates merchandise plan by trading partner,Inputs demographic analysis from various sources,Inputs or creates micro-merchandising plans and templates,Inputs or creates plan-o-gram templates,Links to POS systems for updates and re-plans,Models and evaluates shelf space profit and yield,Short-term merchandise plan (middle-out planning) during purchasing season to determine replenishment, substitutions, and pricing

Includes: Compares and creates promotion plans for new product introductions and product phase-out markdowns,Creates and manages product families, product upgrades, and complementary offerings,Creates product life cycle phases to plan events, such as pilot, new product introduction, engineering change order, and end-of-life,Identifies causal factors in consumption patterns,Identifies products with effectivity dates, shelf life, and perishability,Integrates event planning activities, such as launch and promotion,Models and correlates demand or consumption patterns to product life cycle phases by using pattern recognition or neural network types of technologies),Product contains life cycle algorithms by industry for short to long life cycle products,Sells targets for various phases of the product's life pricing, volumes, enhancements, or special packaging for geographic or demographic markets,Uses sell-in and sell-through POS data in adjusting the life cycle curve for products without a history

Includes: Build scenarios to create a One Number plan based on performance scores, user controls, and other factors,Creates and saves planning discussions, variance, and alternatives that are used to evaluate the history and performance of plans,Creates peer-to-peer and hierarchal structures to link users by role or chain-of-command,Creates planning environments for each business organization, including marketing, finance, sales, operations, and planning,Evaluates forecast history by user or department and applies or validates accuracy measures,Grants access and participation to plan assumptions and numbers,Rates and recommends forecasts based on past performance,Rates history based on past plan accuracy,Side-by-side comparisons of each forecast input

Includes: Access through hosting or online sessions between trading partners, customers, and suppliers,Collaboratively models and resolves demand supply imbalances,Collaboratively plans promotions and events based on the discrete trading partner relationship,Evaluates multidimensional performance by channel, customer, and supplier,Generates alerts and sends to appropriate trading partners, based on demand and assumption changes,Generates multidimensional demand views by product, by supplier, and by customer,Integrates with other demand planning modules, such as event and promotion planning,Integrates with trading partner, including carrier, supplier, and customer planning systems using Web-based standards such as XML,Provides a multiline plan (MRP format) with schedules, demands, variances, and allows joint simulations

VMI Replenishment 10 66.55

Event Planning 9 38.43

Metrics and Reporting 8 73.3

Includes: Metrics,Reporting

Demand Management Systems Architecture 19 56.84

Includes: Adjusts firm orders,Adjusts forecasts and reevaluates plans in real time,Creates and maintains multiple what-if scenarios to implement as planning assumptions change,Creates multiple line-item plans with multiple dimension views, including marketing, sales, distribution, and manufacturing, and can highlight their conflicts and constraints,Evaluates plans by variables, including most feasible, most profitable, allocations to high priority customers, and other customer service targets,Integrates with manufacturing, order management, pricing, and transportation systems,Measures the performance of various plans using performance goals and past history,Optimizes supply chain activities, such as production plans and delivery scenarios,Views and integrates with multiple commercial alternate vendors

Includes: Assesses and reevaluates safety stock level based on performance and fill rates,Automatically generates replenishment order,Calculates and optimizes safety stock, reorder points, and minimum/maximum levels,Evaluates and predicts consumption patterns and generates replenishment alerts and orders,Generates alerts for reorder points,Integrates customer inventory levels at warehouse or at store with POS data,Optimize inbound pipeline safety stock levels, assembly levels, and locations--supplier through point of consumption,Sends alerts on automatic replenishment products that are discontinued,Sets safety stock levels through outbound processes, allocate safety stock through to fine grain locations,Views current data, such as quantity on hand

Includes: Creates financial targets and budgets,Creates sales plans for execution with sales targets, for events by territory, channel, sales person, and product manager,Develops analysis on competitive pricing and performance data to set event targets,Evaluates event performance for market share, profit, or other performance objectives,Identifies events by product channel, date, and holiday names,Plans new store openings and links to merchandise planning and promotions,Plans special handling issues around events,Plans specific offerings, such as event-only packaging, complimentary offering, and pricing,Simulates profit, long term impacts of price erosion, and other issues in event model

Includes: Ability to "force" a high-level change through planning structures,Ability to integrate with syndicated data sources,Apply time phasing, effectivity dates, and other identification to various fields,Create alerts based on variance-to-plan on various performance cells,Create calendars from years, days, and hours,Create complementary or substitute product structures,Create planning-only constructs, planning BOM's, and calendars,Create user-specific rules, formulas, and algorithms,Drill, sort, filter, and rotate data at each cell or data element level,Graphics package,Import and export to EDI and XML for trading partners,Input, create, and update product structures, including product families, component BOM's, and recipes,Integration to other supply chain, ERP, and trading partner solutions,Open hosted, collaborative sessions for joint modeling and consensus building,Provide real-time decision support, including real-time modeling and what-if capabilities,Save plans with comments,Standards compliance to VIC's CPFAR, and RosettaNet,Upload and download spreadsheet inputs,Web services and browser-based interface for user access

Supply Chain Analytics

Module

Total Criteria Module Rating

Supply Chain Optimization 65 42.53

Supply Chain Event Management 75 43.76

Production and Supply Planning 117 54.53

Order Management

Module

Total Criteria Module Rating

Order Promising 4 43.07

Inventory Management and Visibility 6 54.55

Sourcing 5 54.55

Execution Visibility 3 53.33

Inbound and Assembly Coordination or Multi-site Staging 3 63.03

Average Solution

by Benchmark Vendor

Includes: Inventory Management Optimization,Supply Chain Network Optimization,Transportation Network Optimization

Includes: Architecture,Business Applications Catalogue,Business Intelligence and Reporting,Data Management,Integration,Monitor and Resolve

Includes: Operational Planning,Order Management, Fulfillment, and Channel Integration,Procurement Collaboration,Strategic Supply Chain Planning,Systems Integration,Utilities for Planning Systems

Average Solution

by Benchmark Vendor

Includes: Available to promise (ATP) across multiple databases,Configuration management across multiple databases,Configuration management integrates to multiple unique bills of material (BOM),Integration to demand and replenishment orders

Includes: Identify specific line item issues,Integrate to warehouse management systems for visibility to unique pick and packing instructions,Provide inventory visibility and status,Provide line-by-line inventory status of WIP,Provide status to various constituencies such as trading partners and order administration,Work in progress (WIP) ability, including the ability to peg items in a WIP scenario up to specific orders

Includes: Decompose an order and identify the source or supplier for each item,Dynamically source if a selected site is unable to fulfill an order,Integrate to the purchasing system to provide policies and suppliers,Integration to supplier relationship management (SRM) or EDI system to parse and send orders,Parse orders by specific business, supplier, or sourcing policies

Includes: Receive real-time data from various data collection systems such as radio frequency identification (RFID), bar coding, internet, or wireless transactions,Trace and track orders through multiple carriers and in transit,Trace and track orders through the manufacturing process

Shipping and Outbound Management 6 64.55

OM-Specific Technology 10 40

Service Parts Planning

Module

Total Criteria Module Rating

Planning 16 35.5

Includes: Network Design,Parts Planning

Service Delivery and Execution 4 29.55

Workforce Optimization 2 28.64

Logistics Transportation and Reverse Logistics 9 36.16

Analytics and Reporting 11 35.45

Utilities 10 50.73

Includes: Ability to peg an order across enterprises and BOMs,Integrate with manufacturing systems to provide ship status,Integrate with various transportation solutions to synchronize orderly pick-up and delivery to final coordination site in order of assembly or order order requirements

Includes: Create shipment confirmation,House or maintain shipping and order instructions like ship to consolidation center, drop ship, special handling, and carrier,Integrate with international trade logistics system to feed data such as country of origin,Integrate with transportation management system to provide data for supporting load management,Integrate with transportation solutions to schedule pick up,Shipment visibility across multiple channels

Includes: Distributed network architecture--code modules are distributed and able to synchronize with each other,Document management,Event management architecture,Integration to heterogeneous sources and performance data translations such as EDI to XML,Role-based application views,Semantical remapping,Support industry data collection standards,Support industry standards on packaging and labeling,Web services architecture,Workflow design and management

Average Solution

by Benchmark Vendor

Includes: Allocation of scarce parts,Dispatch,Integrate with call center system for dispatching requirements,Service response prioritization and optimization

Includes: Route planning to create optimized routes for supporting service levels,Work force skills assessment

Includes: Asset recovery planning,Integrate with asset tracking systems,Integrate with transportation systems to launch ASN,Integrate with transportation systems to schedule pickups and deliveries,Recycle management,Repair center scheduling,Return material authorization,Returns management,Trans-shipment analysis for deport balancing

Includes: Failure rate analysis,Inventory turns/cost metrics reporting,Labor costs metrics reporting,Repair metrics reporting,Returns metrics reporting,Revenue analysis and reporting,Route diagnostics and metrics,Service level costing analysis,Service level metrics reporting,Transportation costs metrics reporting,Warehouse space costs and utilization metrics reporting

Product Technology

Module

Total Criteria Module Rating

Architecture 254 78.57

User Interface 23 80.74

Includes: UI Configurability,Workstation

Platforms 26 54.87

Includes: Database,Server OS,Workstation OS

Application Tools 21 68.93

Reporting 6 88.03

Includes: Collaboration integration with repair depots,Collaboration integration with service provider,Dynamic workflow management,Event and alert messaging to handle low stock or out of stock situations,Event and alert messaging to handle metrics that may go out of tolerance,Integration to corporate and customer systems,Integration to data collection systems for item location and inventory status,Interface to preventive maintenance planning,Memory resident planning solvers,Service planning bill of material creation and management

Average Solution

by Benchmark Vendor

Includes: Application Security,Architectural Foundation,Data Integration Technologies,Device Interfaces,Messaging Protocols,Multisite Management,Organizational Structure,Web Enablement

Includes: Application development tools,Application management tools,Business Model Generation,Process Modeling and Updating

Includes: Active or inactive status,Ad hoc inquiry capability from within the ERP product,Local report printing (not centralized printing and distribution),Remote printing,Reports available online,UCC standard barcode readable labeling

Epicor ERP

by Epicor

Module Rating

91.56

95.47

93.79

93.66

73.16

76.02

98.86

76.69

85.89

Epicor ERP

by Epicor

Module Rating

84.46

92.12

98.09

Epicor ERP

by Epicor

Module Rating

95

95.95

Epicor ERP

by Epicor

Module Rating

100

85.88

95.49

Epicor ERP

by Epicor

Module Rating

97.5

65.9

95.69

100

99.06

100

91.11

100

Epicor ERP

by Epicor

Module Rating

20

88

95

95

20

95

95

20

97

95

100

57.89

Epicor ERP

by Epicor

Module Rating

38.38

96.67

93.01

Epicor ERP

by Epicor

Module Rating

100

100

100

100

100

100

92

Epicor ERP

by Epicor

Module Rating

0

100

95

68.33

96.82

100

Epicor ERP

by Epicor

Module Rating

91.32

100

45.56

92.56

100

Financial Packages

Module

Total Criteria

Epicor ERP

by Epicor

Module Rating Module Rating

General Ledger 313 98.29 98.12

Accounts Payable (A/P) 235 98.02 99.02

Fixed Assets 89 97.25 97.05

Cost Accounting 49 94.9 96.15

Cash Management 16 98.22 100

Budgeting 65 96.73 96.37

Accounts Receivable 105 97.97 100

Financial Reporting 35 97.41 98.65

Includes: Miscellaneous,Online Requirements

Project Accounting 51 97.44 97.68

Product Technology 277 74.86 86.82

Includes: Architecture,Platforms,Reporting,User Interface

General Ledger

Module

Total Criteria

Epicor ERP

by Epicor

Module Rating Module Rating

Average Solution

by Benchmark Vendor

Includes: Chart of Accounts Structure,Controls for Ledgers,Enterprise Reporting Structure,Journal Entry and Reporting,Journal Vouchers,Ledger Development and Management,Multicurrency Capabilities,Online Inquiry Reporting,Parameters and Structuring,Report Writing Capabilities,Variable Analysis

Includes: A/P Ledger Posting,A/P Transactions and Controls,Control of Payments,Invoice Process and Aging,Journal Invoice Process,Policies and Procedures,Processing of Checks,Processing of Payments,Reporting,Supplier Master Data

Includes: Asset Transactions,Depreciation Books,Depreciation of Assets,Records for Fixed Assets,Tax Reports

Includes: Cost Allocation Processing,Cost Allocations,Cost Data,Management of Costs

Includes: "Miscellaneous" category for charges and deposits,Automatically records bank cash receipts,Cash projects by currency,Checks committed funds against cash reserves or availability,Entity, bank, expected date, terms, and customer payment history are used to create cash projections,Notifies and reports on statement discrepancies,Prints account statements,Processes cancelled A/P checks,Projects cash resources from sales, A/R, field services, and miscellaneous cash,Projects cash utilization from purchasing, A/P, and miscellaneous cash,Records cash payments and receipts via electronic banking functions,Records journal entries to the G/L cash accounts,Reports cash projections,Updates and maintains pay date schedule,Up-to-date cash balance report,Views of inflows and outflows from cash book by bank, year, or statement

Includes: Allocation of Budgets,Budget Accounting,Budget Control,Budget Development,Budgets

Includes: Credit and Collections Management,Data Requirements,Interfacing Requirements,On-line Requirements,Processing Requirements,Reporting Requirements

Includes: Cost Coding Structure Creation or Maintenance,Line Item Data Capture,Project and Cost Coding Structure,Project Creation,Reporting Format and Tools,Transaction Processing

Average Solution

by Benchmark Vendor

Parameters and Structuring 44 95.63 97.73

Chart of Accounts Structure 47 98.46 96.38

that prior to deleting a financial record, the account balance must have been "closed out" (i.e., nets to zero),Automatic linking and posting of control accounts from related sub-ledger accounts,Automatic year-end rolling of balances in sub-ledgers and general ledger control accounts,Automatically inserts actual account balances into the elapsed month's bucket in a future forecast file at the end of each accounting period when the system rolls into the next period,Calendar can be defined as uneven periods, adjustment periods, or to a maximum of 366 periods,Calendar may be organized in a variety of ways, supporting 999 periods in a financial year,Calendar periods are defined by the user,Change cross charge percentages without retroactively changing previously published financial information,Companies with different regional presences may set a default currency for the financial division of each region,Distinguishes A/P transactions (of the same type) from different entities,Each entity's ledger can have its own accounting periods opened and closed,Each entity's ledger can have its own calendar and chart of accounts,Exception reporting with drill down capabilities,Fiscal calendar is defined by the user,Fiscal quarterly periods can be defined as 4-4-5, 5-4-4, or 4-5-4,Flexible general ledger key with multiple levels,Integration with ADP electronic transmission of payroll data,Jobs required to include error and warning messages on reports,Lean manufacturing accounting practices and methods (i.e., manufacturing overheads based on cycle time including labor),Maintains unit and dollar amount postings in GL and sub-ledgers,Method for verifying keying to ensure only appropriate records updated,Multi-entity financial reporting,Multiple calendars,Open any number of fiscal years or calendar periods at the same time,Organization of calendar periods determined by the user,Prevents roll from one accounting period to the next unless the last job run is the financial statements,Processes jobs in edit and update mode,Provides posting views at the company, market, and title/SKU level,Provision for use of standards that can be automatically propagated throughout the system to the various ledgers,Reports to include a control report that lists pages on which errors and warnings have occurred,Sets reporting entity and its organizational characteristics,Specifies a key and rules to have the system automatically purge all records related to the key throughout the system--sub-ledger accounts, sub-ledger transactions, tables, rates,Sub-ledgers closed out prior to performing a purge. The closeout process sets all financial account balances in the sub-ledger to zero by posting an equal and offsetting transaction,Table master functionality--sets parameters in a table, has jobs read the table, and creates postings or reports accordingly,Tracks items in the G/L and sub-ledger by quantity and value (in whichever currency is used),Translation of balance sheet accounts including the 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 for every balance sheet account - the override rates will differ ledger to ledger,Twelve or thirteen fiscal months,User may choose between data collection and real time posting modes,User-defined controls to allow specific jobs to update multiple times in a period,User-defined criteria for system purges for general 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 unique criteria,User-defined field names for tables,Uses the budget forecast information to create automatic postings; accruals for any potential overhead item, for example, bonus, depreciation, professional

Ledger Development and Management 14 98.25 100

Enterprise Reporting Structure 15 99.47 98.67

Includes: Account balances for the last twenty-four months,Account description field accepts up to twenty-five alphanumeric characters,Account numbers may be alphanumeric,Account numbers may contain upwards of thirty alphanumeric characters,Accounting periods may be designated by calendar or fiscal years,Accounts cannot be created until an initial transaction is posted,Accounts may be added to the chart of accounts with characteristics replicated for all departments,Accounts, cost centers, and departments are ordered in a logical manner or in numeric sequence,Alphanumeric account keys,Analysis fields may be defined by users,Assigns a particular currency to each account,Associates titles and description information with all accounts,Automatic intercompany accounts reconciliation,Budget accounts for current and future year,Budgets and accounts can be assigned to a department,Chart of accounts and titles may have multiple entities, which can be consolidated,Common chart of accounts,Common chart of accounts for both the ledgers and the sub-ledgers,Comprehensive system reorganization facilities including the ability to relate a new chart of accounts to a previous one,Consolidates multiple entities (unlimited) results including calendars, chart of accounts, and currencies,Create cost center entities, supporting up to at least 999,Creates accounts in accordance with structure of the chart of accounts,Data fields using descriptive flexfields may be added without programming,Defaults to required number of alphanumeric characters rather than requiring the maximum allowable,Departments may be added to the chart of accounts with characteristics replicated for all expense accounts,Determines the size of the current period's budget for specific accounts,Fields and segments can be defined in an account structure,Fiscal year accounting periods are determined by the user,Hides account numbers for reporting,Maintenance of history for two years (viewing) and five years (reporting),Manage account hierarchies via a GUI interface (drag-and-drop),Manages structures for all levels of all organizations,Masking of account number or portions of account number during editing,Masking of account number or portions of account number while formulating account sequence,Multilevel hierarchy roll-ups as defined by the user,Per-account entry on a monthly basis or annually by cost center,Predicts the size of a future period's budget for specific accounts,Specifies account types in structure,Specifies accounting periods, including monthly, quarterly, and year to date,Standard chart of accounts that can be automatically copied from one ledger to the new ledger. Results in the automatic creation of a standard set of financial statements, for example, balance sheets, income statements, and overhead statements,Statistical accounts, which specify user-defined values and descriptions containing information that is not monetary,Sub-account codes for product lines within the account,Sub-account numbers,The current balance of an account may be determined from within a chart of accounts.,Track multiple organizational divisions such as business areas and profit centers,Tracks multiple entities in instances where each organization has a specific accounting structure,Validity checks to ensure existence of standard accounts

Includes: A currency base and the reporting year may be determined and set for all books,Ability to work online with financial systems while closing jobs are in process,Assigned books use ledger calendar and chart of accounts,Calculates and posts expense items in accordance with an established group of allocation models,Different exchange rates for month-end processing and budget or reforecast creation,Different overhead/burden rates for month-end processing and budget or reforecast creation,Divides sub-ledger into smaller components for departments, cost centers, expense categories, projects, etc.,Maintains SKU-specific shipment, return and bad debt unit, and dollar amount data, when GL accumulation of data may be at higher level of aggregation such as when multiple SKUs are consolidated together,Manages disparate sets of books for each entity,Manipulates data within the GL and sub-ledgers according to preset or calculated parameters defining allocation of postings,Runs monthly processing jobs at the same time instead of one at a time,Runs monthly statements and budgets at the same time,Sequential account numbers are not required in order to subtotal accounts,Users may manage and update a set of books for each entity's ledger

Journal Entry and Reporting 44 99.6 99.66

Journal Vouchers 41 98.18 99.27

Includes: Account balances originating from different sources may be consolidated for financial reporting,Base reporting structures on multilevel departments,Consolidate a department one way and the following year consolidate another way without changing the prior year's reporting,Consolidated data views are available for different perspectives such as entities and geographic units,Consolidation reports for detail and summary levels,Consolidation source data is automatically removed,Deploys formulae to create report structures,Diverse charts of accounts may be associated with structures that are not tied to defined hierarchies,Financial data consolidated from different entities can be viewed from any number of hierarchical perspectives,Hierarchy of departments can be consolidated by levels for summary purposes,Many-to-many relationships may be associated across sources and targets regardless of accounting treatment,Maps accounts to business entities with different chart of accounts,Multi-entity roll-up may be defined by structures for reporting geographic area and functional responsibility,Multiple level entity structures may be designed without hierarchy limitations,Reporting structures allow allocation of more than one account to more than one structure

Includes: Allots entries to cost centers and divisions by means of a G/L validated formula,Authorization required for manipulation of historical data,Automates journal entries which occur in each period,Automatic A/P entries and maintenance by interfacing with another accounting system,Automatic cash account entries and maintenance by interfacing with another accounting system,Automatic inventory entries and maintenance interfacing with another accounting system,Automatically numbers standard journal entries in sequence or as predefined (with a manual option),Batch totals and batch checking,Capability for point-and-click drill down for AP data, journal entries, and other GL input,Cash summary entries report,Creates a journal entry by reversing an existing entry while maintaining an audit trail,Creates automatic posting based on predefined calculation and information contained in the general ledger.,Creates or generates reversal postings for transactions generated from a journal entry posted in error,Creates postings using year-to-date information, automatically reverse the previous month's posting and replace it with the current posting--can be done monthly or quarterly,Creates reports containing the summaries of inventory entries,General ledger account numbers report,Interface with third party payroll provider for automatic entries and maintenance,Journal entries can be input online, with user annotations,Journal entries may be input directly,Journal entries may be statistical (non-financial) or financial,Journal entries report,Journal entry amount report,Journal entry date report,Journal entry description report,Journal report information covers all journal entries and includes identification,Maintains a minimum of five years sales and expense history for creating management reports,Manually entered journal entries can be modified before posting,Moves balances from one period to another with appropriate security,Multi-entity transactions create intercompany journal entries,Percentage formulae,Real time comparison of journal entries (individual or batch) for validation and balancing,Real time journal entries update daily journal file and balances instantly,Recurring journal entries,Report on fixed asset depreciation capturing a gain or a loss on the asset's sale,Report writer enables the user to design standard monthly reports as well as "one-off' reports,Restates prior year results with a different exchange rate,Spreads a single entry over multiple accounts by using a spread code based on predefined user criteria,Statistical formulae,Sub-ledger journals associated with reference numbers and dates,Summarized report of journal entries from A/P system,Support numerous and complex formulae and user defined column formatting,Supports cutting and pasting within report writing application and allow for exporting data to spreadsheet files,Translates accounts at different exchange rates--one account could be at the spot foreign exchange rate, another account could be at the historic exchange rate,Variance formulae (volume/price mix)

Controls for Ledgers 7 96 95.71

Multicurrency Capabilities 24 98.83 92.08

Includes: Adds transactions to a period after it has been closed,Adjustable start and end dates for determining debit and credit balances,Adjusts prior periods,Allows entry of any other currency on journal voucher,Audit trails are available in detail for both internal and external auditing,Automatic inter-company posting when entry being posted to more than one ledger within the system at the same time or using the same source (for example, a journal voucher),Consolidates transactions (as desired by the user),Continuous transaction numbering with multiple numbering schemes,Creation of additional financial postings based on financial data entered by journal entry,Creation of additional financial transactions based on statistical and non-financial data entered by journal voucher,Debits and credits have separate columns in the journal voucher entry screen,Designates a journal voucher suspense account for the G/L to correct entries,Erroneous journal voucher batches may be removed by mass reversal,Expense accounts are automatically cleared at year-end close,Flexible number of periods retained for historical purposes,Foreign exchange calculated automatically when posting a journal entry in an underlying currency that is different from the general account to which it is being posted,Initiates new year before closing previous year,Intercompany eliminations,Interfaces with third party databases to import and export transactions,Line item calculation and posting for clearing entries--generates offsetting entries,Month-end accruals are reversed, without manual intervention, at the start of the following period,More than one open period is allowed,More than one period can be open simultaneously,Online journal voucher input with verification of input,Performs period-end closing multiple times, for trial purposes,Posting to both the general ledger and sub-ledger simultaneously,Posts journal entries and events to different books concurrently,Posts journal vouchers to the current period while prior period remains open,Posts to different accounts in several companies with the same posting source e.g. journal voucher,Prior to close, multiple period-end closes can be performed,Real time posting enables direct transaction posting and journal saves, provided that there are no errors,Recurring journal entries are automatically posted by the G/L for each accounting period,Splits general invoice amount into detailed categories for the acquisition of various items,Start and stop dates for recurring journals may be determined by the user,Start and stop dates for standard journal transactions may be determined by the user,Summary or detail postings to the G/L from sub-ledgers,Transaction completion triggers batch report updates,Uploads PC-created journal vouchers directly in the system,Upon transaction completion, issues batch control totals,User-defined calculations and postings for monthly jobs by utilizing tables,User-defined or controlled close processing

Includes: Identifies accounts that are inactive and inhibits or prohibits posts to those accounts,Rules validate and ensure consistency of fields and accounts,Suspense account creation to hold transactions with errors, to be processed and permanently classified at a later date,Suspense accounts classified by error code,Ten or eleven check digits may be set and managed per module,User-assigned security rules restrict entry and query access to specific entities, accounts, or ranges of entities and accounts,Verifies account, sub account, and cost center combinations

Online Inquiry Reporting 9 100 100

Report Writing Capabilities 65 99.28 99.77

Includes: Accommodates multiple currencies for transactions, accounting, and financial reporting,Automatically determines unrealized gain or loss due to fluctuations in currency rates,Automatically restates, at a new exchange rate, consolidated multi-currency financial information (for prior year actual, current year budgets, and forecasts) that are in the system at a different exchange rate and then quantify what the difference was due to the change in foreign exchange rates,Compliance with section 1650 of the CICA handbook regarding unrealized and realized gains in foreign exchange,Complies with generally accepted accounting principles (GAAP),Converts currency at present exchange rate,Converts currency at point of transaction,Converts currency automatically, based on the functional currency for a set of books,Converts currency using average rate for an accounting period,Converts currency using historical rate for an accounting period,Converts currency using spot rate,Defines different rate options including daily, period end, historical, and weighted average,Euro currency,Exchange rates defined automatically or manually,Foreign exchange gain/loss for reporting,Import process also cross-references accounts and converts currency,Manages and updates ledger in multiple currencies,Records gains and losses,Remeasurement and revaluation processing,Revaluates foreign currency accounts,Separate management reporting from statutory reporting. As a result management reporting would be created using information from different legal entities,States prior results with a different historical exchange rate,Translates and determines current month's consolidated financial results as the difference between the current year to date at one foreign exchange rate and the prior month year to date at a different foreign exchange rate; and reports this difference as the current month's activity,Translation of actual or budget balances or prior year balances

Includes: Account activity and balances for current year available online,Account balance for previous year available online,Amount designated for a planned project available online,Compares actual operation results to the planned budget, online,Compares current year to previous year or years,Current period and balance activity,Online drill down queries include summary and detail specific accounts, journal entry reviews, payable invoices, funds available, and variance calculations,Query on detailed G/L journal information and the original sub-ledger,Standard account inquiry that drills down to the source of the transaction in real time and extracts data; also includes analyses fields

Variable Analysis 3 97.5 100

Accounts Payable (A/P)

Module

Total Criteria

Epicor ERP

by Epicor

Module Rating Module Rating

Policies and Procedures 12 98.33 100

Supplier Master Data 34 98.46 99.12

balances,Budget statement comparison including current state and journal details,Built-in management reporting system with key statistics,Comparison on different types of income statements,Contribution reports by company,Contribution reports by product line,Cross-references user accounts with organizational units,Detail and summary level in G/L report,Documents accruals and reversals in an audit trail, based on a user-determined period,Exception reporting--the system is capable of identifying a variance and then supporting drill-down to identify the source of the variance--back to an invoice image if required,Exports as tab-delimited spreadsheet format,Financial reporting format is determined by the user,Flexible date line formats within same report, as determind by the user,Generates control reports of all accounting activity within different areas of the company,Generates report of account activity and transactions that are posted using the spread method, against budget and variance in a given fiscal year,Generates reports on account transactions via user-determined data criteria,Generates reports on transactions and entries using account classes, account groups, or rolled-up accounts, or other user-specified groups,Lists chart of accounts,Maintains a transaction's cross-reference code from its source through to its final posting on the G/L,Number of print lines on a page and page breaks is user-defined,Produce reports on standard operating system default,Report for the profit and loss statement and balance sheet,Report on fixed assets,Report writer for the G/L,Report writing tool is not required to generate a division activity report,Reporting and customizable graphics including pie charts, histograms, and bar charts,Reports can be created separately by business entity,Reports can be exported in a tab- delimited format,Reports for entity accounts, sub-accounts, cost centers, and projects,Reports on areas of accountability based on the functional domain,Reports on areas of accountability based on the product,Reports on exceptions (defined for process and transaction parameters),Reports profitability by company,Reports profitability by product line,Reports that have been rounded crossfoot with total lines,Reports the distribution of funds in accounts,Responsibility reporting by entity,Responsibility reporting by user account, responsibility center, or organizational hierarchy,Responsibility reporting for different levels of management,Rounding by column,Rounding by report,Specific reports may be requested,Subtotals and separates calculations,Summary and detail levels for trial balances,Support multi-level consolidation of reporting entities,System maintains standard cost data for reporting, allowing multiple options for same report,System maintains standard rate data for reporting, allowing multiple options for same report,Total line and data line can be formatted differently,Tracks and documents all maintenance transactions for each account,Tracks intercompany sales for reporting and tax (transfer pricing) purposes,Transaction and trial balance reports,Transactions from multiple periods are contained in the balance forward report,Trial balance,Unlimited totaling and subtotaling in reports,User can control the rounding of calculations in system reports and whether calculations take place before or after rounding,User has option of multiple financial statement report formats,User reporting tool--including flexible report format, rounding options, calculation options, and variance analysis--can access underlying data contained in the general ledger database,User-defined column headings,User-defined column spacing,User-defined factors for calculations,User-defined report titles and account distribution

Includes: Analyzes deviations and changes in volume, efficiency, and standard rates,Compares variance, budget, forecast, and prior year in any combination,User-specified deviances by percentage or amount

Average Solution

by Benchmark Vendor

Includes: Alternate methods of data entry such as scanning and light pens,Approved vendor list for all business entities,Company, division, or cost center accounts,Data associated with business units according to organizational hierarchy,Different business segment views for supplier and payables information,EFT,Fields for data input may be determined by the user,Multiple banks and accounts,Multiple companies, divisions, and cost centers,Sets up A/P system with distinct processing cycles for each company or account code,Uses accrual basis accounting,Vendor restrictions according to business entity

Invoice Process and Aging 36 98.29 98.75

Journal Invoice Process 35 96.76 98.29

Includes: 1099 or W2 vendor designation (US tax forms),Contact name of supplier,Contact number,Creates separate records for vendors not used on a regular basis,Data entry screens for high-volume activity are supplier-specific,Default account assignation by supplier,Default currency by supplier,Discount percent available based on supplier criteria,G/L account to be charged and the monetary amount,Identifies supplier by type (including freelance, employees, one-time, US tax W2 or 1099 info, etc.),Issue date of voucher,Manages foreign currency hedge contracts,Manages miscellaneous supplier data such as insurance numbers, addresses, telephone numbers, etc.,Monetary amount of discounts for acquisitions within a time frame,PO number,Postal code field (including US zip code format),Records date payment must be received for a discount to be effective,Standard terms and the ability to mass change,Supplier's invoice or credit number for reference, including amount and date,Suppliers listed alphabetically by supplier name,Suppliers listed by postal code,Suppliers listed by supplier code,Suppliers with multiple locations, addresses, and currencies,Tracks check number, date of issue, and amount,Tracks taxes associated with each supplier as well as item discounts calculated before tax,Value of discounts used,Vendor address,Vendor currency,Vendor history with most current invoices listed first,Vendor insurance numbers/EIN,Vendor name,Vendor number,Vendor type,Voucher ID (in sequence)

Includes: "On hold" designation may be attributed to invoices in system,A/P aging report on outstanding items,A/P class code aging,A/P due-date aging,A/P invoice date aging,A/P system performs maintenance of all invoice information fields,Allocates cost to projects,An invoice that was entered in the system as a system check can be redesignated as a manual check,Audit report for any changes to the vendor master file--should show the information before the change, indicate what was changed, who changed it, and what the new information is,Creates miscellaneous distribution lines to record charges and invoices for items that do not have POs,Currency and exchange rate defaults by vendor,Currency and exchange rate overrides by invoice,Distributes invoices to different accounts within separate companies or locations,Edits exist to ensure that sales and use tax is entered into the system,Flags outstanding items,Flexible invoice processing (e.g. one check from multiple invoices or multiple checks from a single invoice),Handles a batch filing system--each invoice requires a cross reference number in the system as well as a vendor code,Increases or accumulates, over time, vouchers and receivers that are not invoiced or are not recorded as a transaction,Inserts invoices for future periods,Invoice batch edits for checking data input prior to update,Invoice inquiry supports search by dollar amount, invoice number, vendor number, vendor name, or alpha key,Links cost adjustment back to original invoice and ensures adjustment is tied to check or payment of the original invoice,Maintains at least four years of invoice details (current year and three prior years),No new vendors added at invoice entry (security),Option to pay invoices immediately,Overrides sales and use tax at vendor level,Paperless matching--match and pay without invoice,Produces (US) government 1099 and W2 forms and tracks payments,Recognizes credit notes or cost adjustments made by user,Scanned invoice images available online,Scans accounts payable invoices into system with option to drill down to view invoice,Sends or routes invoices to various departments for approval and on request produces a report by department that ages the invoices either by invoice date or date sent to department (i.e., tracks the status of a document and to whom it has been sent),Suspends, puts on hold for an individual vendor, individual invoice, and individual line,Three-way invoicing or PO options by invoice, PO, and receiving document match,Two-way invoicing or PO options by invoice, PO--on hold until received,Validates vendor invoice numbers, with only valid invoices posted to the accounts payable ledger being scheduled for payment

A/P Ledger Posting 7 98.43 100

Control of Payments 6 100 100

A/P Transactions and Controls 7 95.5 95.71

Processing of Payments 43 97.99 100

Includes: Accrual-basis accounting for recognizing revenue,Automatically accrues vouchers as they are released,Automatically calculates accrued amounts of inventory, materials, and equipment liability at month-end,Automatically calculates month-end accruals posted to the journal voucher and reverses transactions that are not invoiced,Automatically creates an intercompany billing report to show transaction details,Books and reports purchase price variance in instances of discrepancy between projected and actual costs,Calculates discrepancy between discounts and cost of capital,Calculates purchase price variance by comparing the purchase price per item against standard cost,Debit and credit memos can be specified for an invoice or account,Designates G/L entities on A/P transactions,Establishes recurring voucher payments,Links invoice number to G/L journal number,Multiple companies can be aggregated, with one company designated as the paying company,Multiple open periods--year-end,Multiple vendor sites can be used on a voucher, including different addresses for shipping and remitting,Multiple vouchers for a receiver or creditor,Online entry and processing of vouchers, with views for purchase order information, receiving document information, and credit memo information,Online view of voucher's dollar value before release,Payments can be made from multiple banks,Pays all invoices on the open item listing, or all invoices up to and including a particular voucher number for a vendor or a range of vendors,Periodic expenses, which do not have an invoice, or where the invoice covers consecutive periods, can be set up as individual vouchers for each period,Prepays vouchers or makes payment with manual checks,Provides report of each transaction by voucher,Releases all invoices in a date range as indicated by the voucher record discount pay date,Reports transaction details of accounts payable invoices posted to the G/L account,Sorts open invoices by expected payment date to project cash requirements,Sorts open invoices by expected payment dates when the voucher is processed, and corrects discrepancies,Suspends payment for a voucher and records amount due,Three-way matching for invoice, order, and receipt information (automatic and accommodates tolerances),Tracks and maintains vouchers that may not be discounted,Tracks payment- and discount-related information,Uses classification codes to group transactions,Uses vouchers to select which items will be paid,Validates account code data online,Voucher aging by voucher dates or effectivity dates

Includes: A/P balances at business unit and plant levels,Account codes can be overridden or inputted,All transactions are posted daily to the A/P ledger and are automatically posted to the G/L,Detail or summary G/L posting review,G/L distribution report,Projects total inventory dollars during a user-specified period,Reports to the G/L account the total value of all transactions that occurred in a specified period

Includes: Negative amount can be added to an invoice (negative invoice line) to indicate, for example, trade discounts,Places holds on all vendor invoices for a given vendor,Release payment at vendor level, invoice level, or line item,Supports selective payment by vendor type,Verification to prevent a vendor active in current year from being deleted,Verification to prevent a vendor with an open PO or unpaid invoice from being deleted

Includes: All A/P transactions updated in real time,Checks online batch total or voucher balances,Corrects distribution errors online without having to reenter or reverse entries and transactions,Deletes inactive vendor after a user-defined period,Online entry for all A/P transactions, including EDI entry,Selected transactions on deferred batch,Validates vendor invoices to avoid duplication

Processing of Checks 35 97.31 98.29

Includes: Accepts invoices without a PO,Alerts users of outstanding action items,All transactions pertaining to a particular vendor are assigned to a user-specified account,Allocates freight costs at distribution line level to a company or division,Allocates sales tax at distribution line level for a company or division,Approves POs online,Archive program or routine identifies and saves all closed payments and receipts that have not been vouchered,Assigns dates and standard number of days to credit or discount terms,Automatically calculates discounts,Automatically calculates discounts based on vouchers and terms of credit,Automatically calculates lost discounts resulting from late or unrealized payments,Automatically calculates net payment, incorporating discounts and discount dates,Automatically generates PO number,Back-end tax reporting for sales and use tax--a list of invoices processed during the month, which indicates the sales and use tax--input tax credit claimed,Cancels or suspends standard vendor terms,Clearly identifies legal entity generating the PO document,EDI of purchase orders and invoices for select vendors,EFTs,Handles electronic transfer of PO information from any operational area,Multiple search criteria, including vendor, invoice number, and dollar amount,Navigates directly to a specific invoice (for example, by double-clicking on listing),Online view of vendors with current unpaid balances,Overrides discount amounts,Partial payments,Payment holds based on the performance of vendors,Payments may be processed even when an invoice does not exist,Posts invoices to future periods but pays them in the current period instead of holding onto them,Posts sales tax to user-specified account,Prepayments,Procedure to pay employee trip advances on a per-trip basis,Processes credit card payments,Provides summary and aged listing of documents or invoices sent to a department (date based on invoice date, date routed, and date sent),Queries online accounts' voucher histories and analyses of payment histories, late payments, and cash discounts,Queries open and closed payables,Recurring payments can be set at irregular intervals,Recurring payments can be set on weekly, monthly, quarterly, annual, or semi-annual basis,Sets frequency of recurring payments,Skeleton voucher containing standard recurring information,System security based on organizational and legal entity control,Tracks status of document (invoice and PO) and to whom it has been sent,Travel and entertainment reporting as well as verification by employees,Users can specify complex payment discounts for a payment period by using term codes, such as "step down",Web-enabled activity, such as allowing employees to e-mail expense reports for processing

Reporting 20 99.15 100

Fixed Assets

Module

Total Criteria

Epicor ERP

by Epicor

Module Rating Module Rating

Records for Fixed Assets 27 98.46 96.48

Includes: Automatically reconciles the bank account with the accounts payable payment history,Automatically reverses distribution when a check is voided,Check number count before new check run,Check run can be recovered and initialized if there are printing problems,Checks can be written from more than one bank,Creates a report on all issued checks, including manually entered and voided checks,Electronic funds transfers and direct deposit for employees,Flags checks requiring attachments prior to mailing,Funds can be drawn from more than one bank,Generates a manual check of an invoice already in the system as an open item waiting to be paid by a computer check--inputs a batch that will transfer the invoice from open item to paid status,Invoices are automatically returned to the system if a check is voided,Laser-printed checks,Monthly check registers by bank,Multiple banks and currencies,Posts invoices being processed to one accounting period, but posts the check run to another accounting period,Prints checks requiring attachments at the beginning of a check run,Prints employee expense payments using a sequence distinct from vendor payments,Prints sequence of checks by supplier name or supplier name within a specific bank,Prints sequence of checks by supplier number or supplier number within a specific bank,Prints sequences of checks by ascending dollar amount,Processes cancelled checks,Procurement card processing,Reconciles checks and accounts that are manually input,Reinstates an invoice or cancels a check (still payable by the system),Reports all the transactions of a vendor during a specified period,Sorts check runs based on dollar amount of checks,Suppliers can opt to receive a single check per invoice,Supports automated check reconciliation from the bank,Supports the transfer of data of all cashed checks from banks,Users can select criteria such as supplier number, voucher number, due date, and discount date, to determine check sequence,User-selected check formats include printed check and EFT formats,Uses void and replacement check numbers when bank activity is reconciled with account activity,Verifies that checks were written by approved personnel only,Voids an invoice or check (no longer payable by the system); reverses original distributions; and adjusts the outstanding check lists (while leaving a complete audit trail),Voids and replaces checks

Includes: 1099 and W2 reporting and form printing (US tax purposes),Age trial balance vendor listing,Age trial balances and vendor payment history (YTD),Automated workflow--A/P automatically updates and sends message to the general accounting group that a transaction has taken place,Creates report of expenses by cost center or division,Creation of ad hoc reports by user (for example vendor payment history report),Employee expense reports (month-to-day and year-to-date),Employee expense reports include details on meals, transportation, lodging, etc.,Employee receivables statements,Expense reports contain summarized lists divided by category,Lists information on vendor account balances and specific vendor line items,Monthly check registers,Prints items in base currency or in transaction currency,Recurring payments schedule,Reports details of bank transactions and bank balances,Reports on open travel advances and associated data,Reports on payment hold details, including who placed the hold and when; and when the payment is to be released,Shows cash amount necessary to pay outstanding invoices,Tax reporting for sales and use tax: summary by vendor or invoice of all input tax credits processed in the month by the A/P system,Travel expense reporting capability

Average Solution

by Benchmark Vendor

Asset Transactions 17 97.53 99.41

Depreciation of Assets 16 96.81 98.13

Depreciation Books 11 98.68 99.55

Tax Reports 18 94.78 91.67

Includes: Asset disposition date and value,Assets can be tracked by asset number, description, type, tag number, location, PO, invoice number, or lease,Assets may be tracked by parent/child relationships,Captures asset data such as A/P reference, date of purchase, and cost,Compares actual additions to the capital budget and calculate variances,Compares approved funds request to a capital budget as well as actual additions to the approved funds request (actuals, approved funds, and budget can all be different numbers),Creates unique asset tag numbers by using tag controls,Date of asset transfer,Descriptions of assets,Expense account for G/L depreciation,Profit/loss by book and tax,Projects current year's depreciation by cost center as well as adding a future year's capital budget; then projects the future year's depreciation by cost center,Provides depreciation calculation results for current and future year,Purges and restores archived data,Records the tax cost at the time of the acquisition by using a percentage of the asset cost,Reports against a capital budget,Specifies the original PO number and vendor,Tax basis by disposal value,Tracks asset locations,Tracks asset numbers and types,Tracks asset tag and serial numbers,Tracks assets by company,Tracks both the book and tax depreciation balance at the date of its transfer,Tracks information on leased assets,Tracks leased assets and intangible assets,Tracks non-depreciating assets, such as expensed items or land,Tracks the total depreciation (book and tax) of an asset since it has been in service, the current depreciation method being used

Includes: Construction-in-progress reporting,Current cost,Designates adjustments as amortizations or expenses to cost, depreciation method, production capacity, or salvage value,Generates asset reports on additions, transfers, retirements, adjustments, ledger, property listing, and cost and reserve summaries,Generates gains and losses transaction reports by asset type and cost center,Generates reports on all leased assets, their details, and payments information,Generates reports on all operating lease payments,Generates reports using historical, constant, and current dollar value,Generates transaction reports for period additions; transfers; disposals; and depreciation, by asset type and cost center.,Maintains up-to-date data on depreciation for a group of assets,Multiple asset retirement options based on period, cost, with trade-ins, etc.,Online asset tracking,Online views of fixed assets and transaction records,Records details on leased property,Records values of asset appraisals,Retirement reversals,Transfer asset options including fully or partially, current period or retroactively, and mass transfer

Includes: Adds new depreciation methods,Asset information (such as department and type) presented for depreciation methods,Automatically calculates changes in depreciation at period end,Creates what-if scenarios to project depreciation,Depreciation may be calculated year-to-date or period-by-period,Depreciation method change reports,Depreciation methods,Depreciation methods: straight line, declining balance, sum-of-the-years digits,Flexible asset depreciation calendars,Generates depreciation projections,Standard and user-defined depreciation calculations,Straight-line, declining balance, sum of year's digits, units of production, and flat rate depreciation methods,User can convert an accelerated straight line depreciation method,User defined depreciation rates can be rules-based,User-defined prorate conventions and retirement conventions,Uses prorate conventions, including half year, actual months, months after, modified half year, and full year, for the first year of an asset's life

Includes: Any number of assets can be listed in depreciation books,Any number of fiscal periods or calendars can be listed in depreciation books,Automatic end-of-period updates to G/L,Balances a manually entered fixed asset entry with the entry in the A/P records,Conducts asset transactions and reconciliations among multiple companies and divisions,Enters and tracks expensed items for property control,Flexible parameters for depreciation books,Generates exception reports for F/A and A/P reconciliation,Reports transfers between company and divisions in individual reports and consolidated reports,Updates F/A records automatically whenever a transfer or disposal is entered into journal,Updates fixed assets from an A/P entry

Cost Accounting

Module

Total Criteria

Epicor ERP

by Epicor

Module Rating Module Rating

Cost Data 4 95.5 100

Cost Allocations 14 95.5 92.14

Cost Allocation Processing 26 93.6 98.46

Includes: ACE reporting,Adds assets and copies transactions to tax depreciation books,Assessment of gains and losses for property disposition,Assigns and calculates investment tax credit rates and a basis reduction rate for an asset in the tax books,Associates tax data with individual assets,Automatically calculates tax adjustments when an asset is disposed,Calculates tax depreciation in compliance with US federal tax books, ACRS, ADR, and CLS,Calculates the gain and loss of a disposed asset for book and tax purposes,Default depreciation rules based on initial service date for asset,Deferred depreciation,Examine depreciation costs and expense ceilings,FASB 13 compliant,Generates book and tax depreciation using IRS tax tables,Generates forms required for IRS reports,Group or composite tax depreciation accounting,Short tax year accounting,Tax depreciation reserve for current and past fiscal years maintained with depreciation expense changes,Uses municipal and state/province/territory codes when reporting property tax

Average Solution

by Benchmark Vendor

Includes: Maintains multiple calculation codes for various algorithms used in calculating different cost data.,Overhead rates,Surcharges can be applied as fixed amounts over the nominal cost, percent of total cost, etc,Uses parameters to determine whether a work center rate or task rate will be used in the calculation of operation rates

Includes: Activity costs traced to triggering cost objects,Assigns user-defined allocation codes to activities that generate cost,Attributes cost pool dimension codes for the source and target of the allocation,Automatic revisions to cost driver data,Cost calculation activities determined by users with proper permissions,Flexible cost category definitions based on applicable G/L account groupings,Flexible cost object activity definitions,Groups dimension codes into cost pools by dimension type,Imports cost driver data from multiple operational data sources,Models cost allocation code definitions,Total or partial transfers from ledger account to costing categories,User-defined budget allocation codes,Uses allocation codes to group accounts into cost categories,Uses allocation codes to post results to G/L

Management of Costs 5 95 94

Cash Management

Module

Total Criteria

Epicor ERP

by Epicor

Module Rating Module Rating

Up-to-date cash balance report 0 100 100

0 99.5 100

Projects cash utilization from purchasing, A/P, and miscellaneous cash 0 99.5 100

Checks committed funds against cash reserves or availability 0 99 100

Updates and maintains pay date schedule 0 97 100

Reports cash projections 0 99.5 100

0 99.5 100

Cash projects by currency 0 96.5 100

Views of inflows and outflows from cash book by bank, year, or statement 0 96 100

Records cash payments and receipts via electronic banking functions 0 99 100

Notifies and reports on statement discrepancies 0 99.5 100

"Miscellaneous" category for charges and deposits 0 99.5 100

Includes: Allocates actual or budgeted costs to appropriate ledgers,Allocates cost by multiplier, quantity, or amount,Allocates to expense, revenue, asset, asset reduction, liability, capital, and capital reduction accounts,Allocation results can be exported to report writer,Allocations are based on historical, actual, or projected budget data,Allocations to organizational segments determined by function, profits, etc.,Audit report tracks allocation costs made to the G/L and their transaction histories,Cost allocations driven by formulas using unlimited, statistical, fixed amount, and period-to-date factors, as well as unlimited nesting,Costs allocated among different cost group reporting dimensions are determined by the amounts posted to the ledger account of each cost category,Costs can be allocated to an item via various processes, including fixed multiplier, volume or statistic, weighted or moving average, standard cost, direct allocation, etc.,Defines and identifies an allocation by a pool of accounts or departments where it will be recorded,Defines and stores cost allocation factors and transactions for future or recurrent use,Flexible ledger costing categories,Generates reports on allocations without posting results,Groups accounts into cost categories, and allocates amounts from one reporting dimension code to another,Intracompany allocations and intercompany allocations,Journalizes allocations so they can be posted to the G/L,Logs past cost allocations for comparative reports,Mass concurrent updates of actual, budget, and encumbrance balances through batch distributions,Posts cost allocation in the G/L,Reports the direction of an allocation distribution sequence as to/from,Runs multistep allocations to accounts, and then reports by running different batches for each step,Specifies source and target reporting dimension codes used for the six dimensions, including the activity, in the allocation,Users can define periods when current period allocations are totaled, such as quarter-to-date, semi-annual, and annual,Uses net cost allocations to run multiple reallocations during the same accounting period,Uses sequential or concurrent close-out methods to allocate cost

Includes: Assigns user-defined number of cost elements for each cost category,Costs managed using both standard and average costing,Maintains or updates the current or average cost of an item or service,Plans production costs based on demand and forecasting,Vertically summarizes cost elements throughout product structures

Average Solution

by Benchmark Vendor

Projects cash resources from sales, A/R, field services, and miscellaneous cash

Entity, bank, expected date, terms, and customer payment history are used to create cash projections

Processes cancelled A/P checks 0 89.5 100

Records journal entries to the G/L cash accounts 0 100 100

Prints account statements 0 100 100

Automatically records bank cash receipts 0 97.5 100

Budgeting

Module

Total Criteria

Epicor ERP

by Epicor

Module Rating Module Rating

Budget Control 4 91.25 95

Budget Accounting 7 98.21 99.29

Budget Development 10 98.35 95.5

Budgets 41 98.32 97.07

Average Solution

by Benchmark Vendor

Includes: Budget control logic can be defined at any area of the account structure or for any number of levels,Budget control logic defined by document source or type, or by user,Budget tolerances and budget and field overrides can be defined by user,User-defined period intervals

Includes: Annual, quarterly, monthly, or customized budget periods,Creates financial statements in conjunction with budgets,Establishes mandatory budgets for selected balance sheets, accounts, and profit and loss accounts,Income, expense, liability, assets, and equity accounts can be used in the budgeting process,Multiple budgets can be created from a single account to create what-if scenarios and for forecasting,Pro rata distribution of annual budgets over different periods, including quarterly, monthly, or other, customized periods,Pro rata distribution of quarterly budgets over monthly accounting periods

Includes: Budget report summaries for executive or management review,Budgets can be viewed online and interactively,Future costs and revenues can be based on different rates, standards, volumes, and user-specified factors,Generates a new budget by using data from historical budgets, and changes in historical actuals and percentages,Generates budget using historical budget and actual budget,Integrated budget tools,Recalculated projections are automatically updated in an open budget,Uses historical budgets and actuals to automatically project trends,Uses historical budgets and actuals to create reports predicting trends,Worksheet tools for developing budgets

Allocation of Budgets 3 97.5 95

Accounts Receivable

Module

Total Criteria

Epicor ERP

by Epicor

Module Rating Module Rating

On-line Requirements 7 98.57 100

Includes: Allocates an amount across accounts,Allocates based on percentages, which are based on statistical account balances (such as head count and floor space),Automatically inserts account balances into the elapsed month's buckets at the end of each accounting period when the system rolls into the next period,Automatically recalculates the budget or current forecast at prevailing exchange rate or another user-specified rate,Budget versus forecast comparison,Budget/forecast master files can be edited online to make top-line adjustments,Changes future forecast bucket and rolls future forecast into current forecast,Changing percentages mid-year does not change numbers retroactively to preserve integrity of numbers that have been previously reported,Compares budget versus actual dollar activity,Compares current year's budget and actuals against last forecast for previous year, actuals for previous year, or last year's budget,Creates budgets for same titles or SKU over several months,Creates forecasts using different timeframes for different business entities,Different companies can have their forecasts rolled separately to comply with their budgeting timetables,Display all twelve months worth of the current year's budget by month, versus the most current forecast at the aggregate and detailed levels, and versus the prior year's actual at the aggregate and detailed levels,Formatting of budget reports similar to standard financial reports, but uses twelve months of data instead of one,Formatting of roll ups and consolidations similar to standard financial reports, but uses twelve months of data instead of one,Generates and updates budgets in real time,Increases or decreases overheads by entering a percentage for specific accounts or for groups of accounts,Maintain budget and forecast comparative data in the GL and sub-ledgers for viewing and reporting on both balance sheet accounts and income statement accounts,Many versions of the budget can be created for the current year,Minimum of five budget and forecast files, including budget (this file never changes),Minimum of five budget/forecast files, including current forecast,Minimum of five budget/forecast files, including next years' budget,Multiple budgeting cycles for separate lines of business,Multiple budgets for current and previous years,Multiple sets of cross charge percent (for current year, and forecast and future years),Online reports of budgets to actual,Produces a consolidated corporate budget or re-forecast,Produces reports on standard operating system default,Produces reports rounded to dollars, hundreds, or thousands,Reports budget, current forecast, and prior year actual using dollar amounts and percentages,Reports can compare last year's actuals or budgeted amounts to current year's actuals,Restate the budget, forecast, or prior year results at the current foreign exchange rate and quantify what the change is due to the change in foreign exchange rates,Rolls information for the current accounting period into the future forecast bucket prior to the system rolling into the next accounting period,Runs actual, budgeted, and forecasted statements at the same time, using different exchange rates,Specified titles or SKUs can be bypassed in a budget calculation,Stores historical data for a minimum of twenty-four months,Stores multiple budgets of prior year,User-defined number of buckets allows multiple forecasts and variance analyses,Users may download the file from the system, create a spreadsheet version of the file for manipulation and editing by other users, then upload the altered file to the system,Uses multiple tables to calculate and create budget/forecast balances and records

Includes: Budgets are proportionally distributed to other accounts or groups,Defines budget level financial allocations,Upper-level budgets are distributed among appropriate division-level or detail budgets, by accounting groups, organization units or departments, product lines, or projects.

Average Solution

by Benchmark Vendor

Processing Requirements 14 96.79 100

Data Requirements 19 97.68 100

Reporting Requirements 17 98.71 100

Includes: Accepts debit memo and credit memo transactions as adjustments to the customer accounts,Accepts manual entry of invoices, cash receipts and adjustments with G/L accounts and effective dates,Identifies each transaction via reference number (such as batch number and line number) that is sequentially generated by the system,Invoice, cash receipt, or adjustment transactions may be directly entered, bypassing batch entry requirements,Invoice, cash receipt, or adjustment transactions may be entered in batches,Reject or suspend batches not balancing on either item or dollar totals,Selects or generates reports on customer master records through the same screen that is used to select and display customer records

Includes: Allow either open item or balance forward processing of receivables,Allows for backorders and changes,Automatically balances the A/R master file and checks the total file balance against the accounts in the G/L master file,Compute late charges for customers not paying within a defined time period,Consignment invoicing and tracking,Consolidate multiple-location customer billings into a single open item, due from one paying location,For reporting purposes accept cash sales as a specially coded receivable and cash receipt,Inter-company receivables are processed and accounted for,Issuing invoices for percent complete,Manages foreign trade zones,Provide a purge process that moves accounts receivable master file records to a history file,Receivables can be sold to a third party and can be identified as non-qualified in user-defined fields,The A/R master file internally balances individual open item A/R records against corresponding account balances in the customer master file, automatically, and reports exceptions,Tracks advance payments and down payments, and posts them to A/R when the sale is taken

Includes: Ability to allocate customer PO to invoices from several business units and create external consolidated invoices,Accommodates multiple ship-to information for a sold-to,Allow "lease" or "loan" designation with tax adjustments,Automatically generate commission credits to agents or internal sales people,Code fields are user defined for adjustment by plant tied to G/L,Groups orders for commission calculation,Identifiers for tax purposes,Maintain a customer table with active or inactive status data,Maintain a customer table with customer defaults, which differ from standard defaults,Maintain a customer table with multiple addresses for sold-to, ship-to, and bill-to,Maintain a customer table with multiple contacts, including name, location, title, phone, and fax data,Maintain a customer table with name data,Maintain a customer table with payment terms,Maintain a summarized history of all written-off customers and invoices for five years,Provide automated numbering of customers with user-defined sorting and sequencing capabilities,Stores salesperson ID numbers, ISPs, and agents,System security by user ID-limits, cash tolerances, and tax override privileges,Tracks new business as well as pending orders confirmed and unconfirmed,Tracks the customer, when sold-to is a finance company

Includes: A/R aging report shows a line item for each invoice posted to the A/R master file,Ages receivables either according to invoice date or according to due date,Ages the receivables according to user-definable time buckets,Balance forward system produces a period end A/R trial balance showing each account's open period balance, all posting activity, and closing balance,Creates a management summary or a key indicator report containing a summary of A/R activity, including DSO, bad debt ratio, and percent of current accounts,Creates A/R aging reports with one line item per customer,Forecast cash receipts based on the historical payment patterns of customer accounts,Permit printable "customer record only" invoices and retain for history (must be memo-only and not post to G/L),Print an accounts receivable exception report listing all accounts with credit balances,Print customer statements showing detailed activity and net amount due for the period,Print dunning letters allowing different sequences to apply to different customers,Print dunning letters using a sequence of different dunning letter texts, each being printed in successive months,Produce a general ledger distribution by plant or business unit whenever journals are forwarded to the general ledger,Produces an A/R journal that lists all activity posted to the A/R master file, and sorts report line items by either batch and line number or customer number,Provide a complete listing of the customer master file, which shows each data element in every record,Provide a customer contact listing, showing name, phone number, and other contact information by customer,Upon request, print a batch listing, showing every item in a particular batch

Interfacing Requirements 17 98.94 100

Credit and Collections Management 31 97.11 100

Financial Reporting

Includes: Accepts automated clearing house transactions (EFT) from the invoicing system sent to specific customers in lieu of invoices,Automatically prepare general ledger journal entries by all discounts and deductions recognized through the cash receipts process,Automatically prepare general ledger journal entries by allowance for un-collectible accounts,Automatically prepare general ledger journal entries by business unit, for cash receipts,Automatically prepare general ledger journal entries by currency gains and losses due to foreign currency invoices,Automatically prepare general ledger journal entries by customer deposits,Automatically prepare general ledger journal entries by inter-company accounts receivable and sales,Automatically prepare general ledger journal entries by sales, inventory, and cost of goods sold activity that occurs in the invoicing system,Automatically prepare general ledger journal entries by write-offs,Create a single journal that summarizes activity by adjustments,Create a single journal that summarizes activity by invoices,Create a single journal that summarizes activity by cash receipts--auto cash transaction type,Create a single journal that summarizes activity by freight transaction type,Create a single journal that summarizes activity by specific invoice line items,Create a single journal that summarizes activity by taxes--Vertex Quantum tax program transaction type,Produce detailed general ledger journals, one for every accounts receivable transaction,Receive invoices and debit or credit memo transactions from the invoicing system

Includes: Automatically calculates a coded credit risk classification for each customer using rules set up in the accounts receivable system,Capability of deactivating a customer but keeping the history,Credit limits per order can be input and maintained in the customer credit information screen,Customer information is displayed on a collections call history screen,Customer master file is organized so that credit responsibility is split among multiple credit representatives,Date and nature of collection calls is displayed on the collections call history screen,Historical and statistical information about customer accounts are displayed on an online account performance inquiry screen,Interfaces with the order entry system and shipping department by placing new orders on credit hold whenever CIA or COD terms apply to that account,Interfaces with the order entry system and shipping department by placing new orders on credit hold whenever the account has open invoices that have aged beyond a specified number of days,Interfaces with the order entry system and shipping department by placing new orders on credit hold whenever the account is on credit hold,Interfaces with the order entry system and shipping department by placing new orders on credit hold whenever the order is above the customer's per order credit limit,Interfaces with the order entry system and shipping department by placing new orders on credit hold whenever the order places the account over its credit limit,Online entry and maintenance of key ratios can be done in a customer credit information screen,Prepares a file of credit transactions that can be sent to outside credit sources (credit interchange),Prints a dunning report showing which customer received which type of dunning notice,Prints dunning notices according to information on each customer record that indicates which notice in the series was last sent,Prints dunning notices according to information on each customer record that indicates which one of several series of dunning notices the customer should receive,Produces a listing of late customer accounts, where "late" can be defined and set parametrically,Provide a call history screen for collections that allows a follow-up call to be scheduled on a call report ("tickler" to prompt collector),Provide a customer credit information screen allowing on-line entry and maintenance of account credit limit (enforced by the order entry system),Provide a customer credit information screen allowing on-line entry and maintenance of narrative text,Provides a call report that lists calls to be made by each collector, based on the collector's call history screen,Provides a call report that lists calls to be made by each collector, stemming from an account aging past a certain date,Provides a credit hold report indicating all orders placed on credit hold and why,Provides a fax interface that automatically transmits credit reference information to other requesting companies,Provides a fax interface that automatically transmits customer account information to customers who request it,Provides an account stratification report that shows the accounts stratified by their amounts due,Provides central control over credit policy information using parameters set and maintained in a company table, including credit limits by credit classification,Supports credit policies and order entry system recognition of cash in advance (CIA) status,Supports credit policies and order entry system recognition of cash on delivery (COD) status,Supports credit policies and order entry system recognition of credit terms and credit limits

Module

Total Criteria

Epicor ERP

by Epicor

Module Rating Module Rating

Online Requirements 22 99.98 100

Miscellaneous 13 94.85 97.31

Project Accounting

Module

Total Criteria

Epicor ERP

by Epicor

Module Rating Module Rating

Project and Cost Coding Structure 11 97 100

Average Solution

by Benchmark Vendor

Includes: Allow particular rows or columns to be defined as the sum or difference of two other rows/columns,Column specifications indicate column width,Column specifications indicate editing options, including currency symbols and commas,Column specifications indicate options to edit data, including budget version number,Column specifications indicate options to edit data, including reporting negatives in parentheses,Column specifications indicate options to edit data, including specified number of decimals,Column specifications indicate options to edit data, including thousands of dollars,Column specifications indicate options to edit data, including where to select column information such as current year actuals,Column specifications indicate options to edit data, including where to select column information such as forecasted year end amount (actual plus budget),Column specifications indicate options to edit data, including where to select column information such as period format by YTD balances,Column specifications indicate options to edit data, including where to select column information such as quarterly balances,Column specifications indicate options to edit data, including where to select column information, such as periods in the current or prior year,Column specifications indicate options to edit data, including where to select prior year actuals,Column specifications indicate the beginning column position on the report, up to 196 column positions,Column titles that span several columns and contain up to four lines of description,Creates report rows using a separate file of row specifications that links particular accounts to individual rows,Enable an entire new report specification to be set up by copying an old one,Specifies report rows as a set of accounts defined by a department (summary or detail) in a financial report structure,Specifies report rows as a set of accounts defined by a list of account numbers,Specifies report rows as a set of accounts defined by a mask on the account number,Specifies report rows as a set of accounts defined by account balances that meet specified conditions,Specifies report rows as a set of accounts defined by an account range

Includes: Allow financial report writer specifications to be printed on hard copy,Control break can be defined on any component of a qualified account number, such as by department,Custom financial report can automatically print an unlimited number of header title lines on each report page,Financial report can be customized to automatically print page numbers, date, and time on each report page,Financial report can be customized to automatically print report routing for data control on each report page,FSIO/JFMIP compliance (USA),Provide control break logic that prints a blank line, or set of underlines, before or after printing a total,Provide control break logic that prints the next control value only once to start the next control group,Provide control break logic that prints totals being accumulated since the previous control break,Provide control break logic that prints user-defined headers for each control break,Provide multiple levels of control breaks,Reported information can be extracted, placed into a file, and loaded into a spreadsheet or other software packages,Schedule the execution of any custom financial reports so that they can be run at any time or any day of the week

Average Solution

by Benchmark Vendor

Project Creation 6 96.67 95

Cost Coding Structure Creation or Maintenance 6 97.5 100

Transaction Processing 10 97.8 100

Line Item Data Capture 4 99.25 100

Reporting Format and Tools 14 96.43 91.07

Includes: Contract reporting is separate from the coding structure and supports rollups by contract of all the related project activities,Defines summary accounts in a multilevel hierarchy, including features associated with posting accounts,Free-form notes or text comments can be posted at any level of the structure, with optional notes history, notes notification, and notes display at summary details,Permit user definition of the sizes of each segment,Provide an option to budget or commit project expenditures by periods,Provide cut, copy, and paste of coding structure elements between projects,Provide for user definition of project or cost code segments,Use the project and cost coding structures for selection required in reporting,User-defined number of actual, commitment, budget, and statistical accounts for each level of the account structure,User-defined sub-project coding can be applied at any level of the regular cost coding structure to provide a unique breakdown of costs, with optional inclusion or exclusion in project reports,Uses date sensitivity in a structure, such as particular roll-up of tasks, which will take effect within a certain period of time

Includes: A new project type may be created by creating a new task sequence and assigning a cost code structure,A project can be created from a default table containing different project templates, which in turn contain definitions and separate coding structures,An existing project structure may be duplicated with no data being transferred,Permits multiple phase project definitions,Support for multiyear projects,Tracks a contract change order from identification, where it is reported as pending; to formal approval, when it is included in the contract and automatically transferred to commitment

Includes: A cost code may not be deleted if there are any values for that code in existing projects,Cost codes may be added to the structure without affecting existing projects,Cost codes to general ledger account conversion is maintained in an online table,Retains statistical accounts in a manner that allows the statistical amount to be defined as either a balance forward account or as a balance only account,Uses the same accounting calendars as the general ledger,When deleting a cost code the system either automatically deletes all references to the code from other parts of the system, or disallows the deletion

Includes: A running total shows the total debits and credits as they are being entered,An accounting date or effective date, indicating which cost ledger accounting period is to be posted,Automatic creation of general ledger transactions with appropriate debit or credit offsets,Distribution to unlimited project and cost codes accounts,E-mail and workflow routing and tracking of unposted transactions and related images for approval,Posting of budget, commitment, or statistical data to any open or future period,Posting of financial transactions to open periods,Provide for recording and tracking of contingent liabilities by project,Provide for recording and tracking of preliminary notices by project and contract,Support a posting interface which permits simultaneous updates of the general and cost ledgers when financial transactions are posted to either ledger

Includes: A line item description initially taken from the sixty character description field in the journal header and optionally overridden by operator,A source or subsidiary accounting system reference field,A transaction description field of at least sixty characters in the summary or header,Transaction number, transaction type, and general reference fields by line

Includes: Actuals,Authorized funds,Commitments,Current budget,Estimate-to-complete,Original budget,Pending commitments (change orders in process),Permits inter-project comparisons at the user-defined level of detail,Prior budget,Provides an online query tool or direct link to query tool, and real-time spreadsheet interface (specifies spreadsheets, i.e. Lotus or Excel),Retentions,Supports reporting of posted transactions, un-posted transactions, or both,User can define details for estimate-to-complete by attaching spreadsheets or freeform notes,Uses the cost coding structure to allow online drill-downs from summary to detail; drills-through to source transactions and related documents and images, including estimates and supporting detail, contracts and change orders (actual and pending commitments), and invoices (actuals)

Product Technology

Module

Total Criteria

Epicor ERP

by Epicor

Module Rating Module Rating

Architecture 232 73.34 90.64

User Interface 7 86.71 100

Platforms 29 43.39 56.65

Includes: Database,Mobile,Server,Workstation

Reporting 9 96 100

Average Solution

by Benchmark Vendor

Includes: Application Security,Architectural Foundation,Data Integration Technologies,Device Interfaces,Messaging Protocols,Mobile Options,Multisite Management,Organizational Structure,Web Enablement

Includes: Configurable browse toolbars and options,Configurable functions and process activities,Configurable menus,Configurable user screens,Configuration can be saved as user default screen,Drag-and-place menus per user,One-time only screen configuration

Includes: Active or inactive status,Ad hoc inquiry capability from within the ERP product,Allows full text searches based on metadata attributes,Automatically rank search results in order of relevance based on required or optional criteria and weighting factors,Local report printing (not centralized printing and distribution),Natural-language queries/search,Report libraries,Reports available online,Third party reporting application integration

Accounting (ERP for SMB)

Module

Total Criteria Module Rating

General Ledger 221 86.59

Accounts Payable 566 82.53

Accounts Receivable 393 79.78

Payroll 292 75.65

Inventory 447 78.28

Job and Project Costing 298 72.89

Fixed Assets 52 75.66

Includes: Cost Calculation and Distribution,Equipment Files,Reports

Order Entry 415 77.05

Includes: Invoicing,Order Entry (Set Up),Order Receipt,Order Tracking,Reports,Shipping

Budgeting 30 85.08

Includes: Budgeting (General),Construction of New Budget,Review Process

Manufacturing 192 63.97

Multinational Accounting 98 76.14

General 134 80.71

Includes: Industry Specific Modules,Presale Information,VAR/Reseller Channel

Technology 451 80.18

Includes: Control and Audit,Operational Functionality,Reports,Technical Requirements

General Ledger

Module

Total Criteria Module Rating

Average Solution

by Benchmark Vendor

Includes: Chart of Accounts,Control Reports,Financial Statements,Month and Year End Closing,Transaction Processing

Includes: Check Writing,Control Reports,Data Input,Financial Reports,Payables Analysis,Purchasing Controls,Vendor Master File

Includes: Cash Receipts,Control Reports,Customer Master File,Customer Relationship Management,Debt Collection,Financial Reports,Invoicing

Includes: Canadian Payroll Processing,Control Reports,Data Input and Cost Distribution,Employee Files,Financial Reports,Human Resource Management,Payroll Check Writing

Includes: Data Input and Cost Distribution,Financial Reports,Inventory Control/Assembly Systems,Inventory Master File,Receiving Activities,Shipping and Withdrawal Activities

Includes: Cost Analysis and Reports,Data Input and Cost Distribution,Job Control,Job Initiation,Job Invoicing

Includes: Capacity Requirements Planning (CRP),Master Production Scheduling (MPS),Material Requirements Planning (MRP),Product Costing,Quality Control,Shop Floor Control

Includes: Basic Information,Currency Rate Tables,Financial/Management Reporting,Gain/Loss Reporting,Installation and Support,Transaction Entry

Average Solution

by Benchmark Vendor

Chart of Accounts 64 79.26

Transaction Processing 56 74.96

Month and Year End Closing 15 88.72

Control Reports 14 97.1

Includes: Journals,Transaction Drill-down,Transaction Register

Financial Statements 72 92.9

Accounts Payable

Module

Total Criteria Module Rating

Vendor Master File 96 82.03

Purchasing Controls 232 73.3

Data Input 65 79.93

Payables Analysis 67 78.78

Check Writing 25 82.14

Includes: Bank Account Assignment,Check Format,Check Writing Functionality

Control Reports 7 94.09

Includes: Allocations (Formula Basis),Allocations (Processing),Amortization Tracking,Chart of Accounts (Set Up),G/L account code (Set Up),Major structures (Set Up),Prepaid Expense Tracking,Reporting Units,Valid Posting Accounts

Includes: Batch Layout Configurator,Batch Note Fields,Correcting Batches,Job Cost Adjustments,Supporting Documents,Transaction Processing (General),Workflow Period Closing

Includes: Automatically clear posted transactions in sub-modules,Close each module separately,Create journal entry work sheets,Detailed trial balance format,Final period dedicated to closing,Multiple open periods,Post net income to multiple equity accounts,Post to general ledger in detail,Post to general ledger in summary,Single period accounting only,Summary trial balance format,System flags reports not printed,Temporary year end closing,User defined end of period date,User defined purge to clear posted transactions in sub-modules

Includes: Budget Reports,Business Unit Financial Statements,Cash Flow Analysis Options,Comparative Balance Sheets,Comparative Income Statement,Detailed Standard Financial Reports,Financial snapshots,Financial Statements (General),General Ledger Month End Schedules,Historic Financial Data Maintenance,Summary Standard Financial Reports

Average Solution

by Benchmark Vendor

Includes: Contract Employees,Quick Purchase Review,User Defined Blanket Payment Terms,User Defined Individual Payment Terms,Vendor Change A/P Data Capabilities,Vendor Contact Manager,Vendor Contracts,Vendor Document Management System,Vendor ID Number,Vendor Master File Options,Vendor Master Set Up,Vendor Performance Ratings System,Vendor View into A/P Capabilities

Includes: Auto PO Based on MRP Planned Orders,Automatic Hold on Open PO,Automatic Purchase Orders,Delivery Confirmation for Drop Shipments,Drop Shipment Integration,Forecasted Requirements Basis,Indirect (MRO) Material Purchase Controls,Information Displayed for Buyer,Item Status Review,Landed Cost Tracking,Open PO Review by Status Code,Order by Date Basis,PO Tracking System Functionality,Prorate Landed Costs Automatically,Purchase Budgeting,Purchase Discounts,Purchase Order (General),Purchase Order Approval System,Purchase Order Change Mechanism,Purchase Order Forms,Purchase Order Status Review,Purchase Order Types,RFQ Management System,Trading Exchange Integration,Web Based E-procurement

Includes: Data Input (General),Discounts Earned Posting,Freight Charge Cost Distribution,Freight Charge Item Distribution Basis,Intercompany Processing,Inventory Data Input,Job or Project Cost Data Input,Job or Project Expense Posting,Procurement Card Processing,Sales Tax Cost Distribution,Travel and Entertainment Reporting

Includes: Automatic Invoice Approval Conditions,Automatic Recalculation of Payment Schedule,Global Modification of Invoice Selection Parameters,Invoice Approval Workflow System,Manual Selection of Payments,Payables Analysis (General),Screen Review of Invoices Due,Single Screen Analysis of All Obligations

Financial Reports 74 87.43

Accounts Receivable

Module

Total Criteria Module Rating

Customer Master File 84 80.45

Customer Relationship Management 93 66.38

Invoicing 69 82.21

Cash Receipts 39 82.99

Debt Collection 45 71.17

Control Reports 8 91.84

Financial Reports 55 83.41

Payroll

Module

Total Criteria Module Rating

Employee Files 102 78.95

Includes: Credit, debit, and cancellation report,Invoice summary,Sort transaction register by G/L account,Sort transaction register by transaction type,Sort transaction register by vendor,Transaction register,Vendor master changes

Includes: Buyer Performance Analysis,Cash Requirements Report,Miscellaneous A/P Reports,O/S/D Exception Reporting,Open Purchase Order Report,Purchase Comparisons,Purchase Discount Analysis,Purchase Journal,Purchase Price Variance Analysis,Receiving Report,Statistical History Reports,Unvouchered Receipt Report,Vendor Analysis Report

Average Solution

by Benchmark Vendor

Includes: Change Customer ID Number,Credit Limit/Hold Functionality,Credit Management System,Customer Contact Manager,Customer Contracts,Customer Master Set Up,Dispute Resolution Application,Freight Carrier Assignment,Multiple Vendor Contacts,Quick Payment Review

Includes: Additional CRM Functionality,Contact Management System Integration,CRM Access Methods,CRM and ERP Integration,CRM and Office Productivity Integration,CRM Functionality,CRM Integration with other Applications,CRM Package Integration,Customer Correspondence Maintenance,Remote CRM User Access Options

Includes: Contract Invoicing,Contract Price Management,Cost of Goods Sold Credit Options,Invoicing (General),Month-end Billing Statement/Invoice,Partial/Extended Payment Schedule,Recurring Invoices,User Defined Description Codes

Includes: Automatic Write Off of Small Amounts,Cash Receipts (General),Credit Payments to O/S Finance Charges,Less than Full Payment,Variable Payment Terms

Includes: Automatic Electronic Statements,Collections (General Functionality),Collections (Specific Functionality),Credit Watch Triggers,Proactive Credit Watch

Includes: Credit and cancellation report,Customer master changes,Invoice summary,Sort tax register by responsible agency,Sort transaction register by general ledger account,Sort transaction register by transaction type,Tax register,Transaction register

Includes: Billing Error Report,Cash Flow Forecast,Customer Net Profit,Customer Ranking,Customer Transaction Report,Gross Profit Report Options,Gross Profit Reports,Miscellaneous Financial Reports,Sales Analysis Reports,Trend Analysis Reports

Average Solution

by Benchmark Vendor

Human Resource Management 50 63.47

Canadian Payroll Processing 15 62.74

Data Input and Cost Distribution 68 75.76

Payroll Check Writing 19 79.47

Control Reports 9 87.04

Financial Reports 29 82.12

Inventory

Module

Total Criteria Module Rating

Inventory Master File 138 75.81

Inventory Control/Assembly Systems 94 70.25

Data Input and Cost Distribution 39 82.34

Receiving Activities 77 81.25

Shipping and Withdrawal Activities 24 77.89

Includes: Auto Payment of Employee Obligation,Deduction Calculations,Deduction Features,Deduction Limit Management,Default Expense Distribution,Employee Files (General),Employee Information (Basic),Pay Periods,Position Classification Pay Rate Tables,Sick and Vacation Pay Tracking,Sick Leave Accrual Basis,Time Off Carried Over to a New Year,Unpaid Leave Tracking,Vacation Accrual Basis,Vendor Provided Tax Tables (USA)

Includes: Definitions and Specifications,HR Workflow Controls,HRMS (General),Internet Functions,On-line Forms and Research,Open Position Tracking,Self-service Functions

Includes: Payroll Reporting (Canada),Registered retirement programs,Vendor Provided Tax Tables (Canada)

Includes: Automatic Commission Calculation,Automatic Deduction Posting,Automatic Tax Calculation,Benefit Verification,Data Input and Cost Distribution (General),Internet Data Input,Multiple Destination Cost Assignment

Includes: Flags abnormal checks,Flags negative checks,Payroll check reconciliation,Pre-check payroll audit,Print checks alphabetically by sorted by last name,Print checks by current location,Print checks by department,Print checks by pay frequency,Print W2 and 1099 after year end,Prints details of all income and deductions,Prints exception list for all pay rate changes,Prints facsimile checks,Prints tax withholding checks,Process quick checks,Supports approval process prior to printing,Supports direct deposit,Void check with auto reverse,Void or reprint selected checks,Void or reprint W2 or 1099

Includes: Check register,Commission report,Costing reports,Deductions register,Direct deposit report,General ledger distribution report,Hours earnings report,Payroll register,Voided checks

Includes: Employee List,Miscellaneous Financial Reports,Other Payroll Reports,Payroll Report Date Ranges,Union Reporting

Average Solution

by Benchmark Vendor

Includes: ABC Class Code Management,Bar Code Tracking,Basis for Cycle Count Code,Customer Contract Options (Additional),Customer Price Matrix Options,Customer-Owned Inventory Management,Internal Lead Times,Inventory Costing Method,Inventory Master File (General),Item Status,Item Technical Specifications,Normal Vendor,Pricing Conventions,Reorder Control,Reorder Conventions,Standard Cost Modification,Vendor Lead Time,Warehouse Level Pricing/Costing

Includes: Bill of Material Types,Bill of Materials,Bill of Materials Cross Referencing,CAD Integration,Engineering Change Management,Hazardous Materials Controls,Inventory Control (General),Kits and Bill of Materials,Low Level Assembly Planning,Multi-warehouse Communications Protocols,Off-site Process Controls,Rework/Repair Operations,Tool Management,Warehouse Transfers,Work Orders

Includes: Data Input and Cost Distribution (General),Inventory Adjustments,Price Change Conventions,Price Discounts

Includes: Automatic Exception Reporting,Input During Receipt,Printing During Receipt,Receipt Types,Receiving Activities (General),RMA Functionality,RMA Types,Unit of Measure Conversions

Includes: Floor Stock Tracking,Inventory Withdrawal Functions,Shipping and Withdrawal (General),Shipping and Withdrawal Documents

Financial Reports 75 82.13

Job and Project Costing

Module

Total Criteria Module Rating

Job Initiation 85 78.31

Data Input and Cost Distribution 66 69.47

Job Control 33 63.66

Cost Analysis and Reports 43 80.88

Job Invoicing 71 72.12

Fixed Assets

Module

Total Criteria Module Rating

Equipment Files 23 77.91

Cost Calculation and Distribution 23 73.48

Reports 6 75.59

Order Entry

Module

Total Criteria

Includes: Bill of Materials Reports,Engineering Change Reports,Financial Reports (General),Inventory Activity Report,Inventory Analysis,Lead Time Analysis,On-line Query Functionality,Quick Item Snapshot,Where Used Report

Average Solution

by Benchmark Vendor

Includes: Billing Formats,Bill-to Functions,Cost Tracking,Default Billing Rates,Job Definition File,Job Resource File,Job Setup (General),Job Type Support,Job/Project Front Office Support,Job/Project Industry Support,Start and End Date Tracking,User Defined Line Item Cost Detail

Includes: Automatic Data Capture,Data Input and Cost Distribution (General),Data Input Method,Inventory Cost Allocations,Labor Cost Options,Remote Data Entry Methods,Remote Device Capabilities,Time Recorder,Time Tracking Options,Timesheet Information Integration,User-defined Equipment Costing,User-defined Labor Burden

Includes: Job Control (General),Job Tracking Functionality,Task and Activity Network Analysis

Includes: Cost Analysis and Reports (General),Cost Review Reports,Profit Analysis,Realization Review

Includes: Billing Format Options,Job Invoicing (General),Labor Pricing Basis,Material Pricing Basis,Minimum Billing Level,Percentage Completion Contracts,Pre Billing Review,Prebilling Edit Routines,Write Up/Down Options

Average Solution

by Benchmark Vendor

Includes: Default Distribution,Depreciation Methods,Equipment Files (General),Equipment Leasing,Simultaneous Depreciation Calculation

Includes: Cost Calculation and Distribution (General),Depreciation Cost Transfer,Fleet and Equipment Control

Includes: Cost distribution report,Detailed fleet maintenance analysis,Maintenance cost analysis,Maintenance cost trend analysis,Maintenance cost versus depreciation,Prints detailed equipment list

Average Solution

Module

Total Criteria Module Rating

Order Entry (Set Up) 51 71.63

Order Receipt 235 72.68

Order Tracking 27 81.84

Shipping 32 68.35

Invoicing 11 86.39

Reports 59 81.43

Budgeting

Module

Total Criteria Module Rating

Budgeting (General) 12 80.91

Review Process 4 90.05

Construction of New Budget 14 84.29

by Benchmark Vendor

Includes: Agent and Commission Structure,Commission Basis,Commission Review,Commission Splits and Overrides,Industry Type Support,Order Entry (General),Payroll Timekeeping,Warranty Handling System

Includes: Automatic Credit Card Processing,Automatic Invoice Copies,Automatic Order Detail Generation,Customer Lookup,Customer-facing Web Service Applications,EDI Commerce,Field Sales Orders Updating,Internet Commerce,Internet-based RMA Applications,Margin Analysis,Order Entry and CRM Linkages,Order Entry Sceen Query Buttons,Order Receipt (General),Price Discounts Basis,Production Schedule Verification,Sales Quote Confirmation,Sales Tax Calculation Basis,Sales Type Support,Service Call Types,Service History Maintenance,Service Management,Substitution Methods,User-defined Item Lookup Conventions,Work Orders

Includes: Internet Order Status Queries,Open Order Status Tracking,Order Information Displayed,Order Tracking (General)

Includes: Carrier Pickup Scheduling,Freight Rate Calculation,Manifest and Bill of Lading Printing,Pick and Pack Document Printing,Pick Tickets Consolidation,Shipping (General)

Includes: Applies customer deposit to invoice,Automatic calculation of freight charges,Comment lines on invoice,Delay invoicing until all items have been shipped,Indicates all items back ordered,Non charge for back orders,Print invoice directly from system,Prints credit card number and authorization,Prints customer part number,Prints multiple line part descriptions,Requires authorization number

Includes: Cash Receipts Analysis,Daily Order Analysis,Job or Work Order Performance Analysis,Margin Analysis,Quotation Forms and Tracking,Quotation Loading Analysis,Reports (General),Sales History Report (Options),Sales History Report (Sorts),Salesperson Performance Analysis

Average Solution

by Benchmark Vendor

Includes: Budget roll up system,Budgeting for activities or campaigns,Budgeting for capital projects,Budgeting for non-general ledger activities/accounts,Comparison versus budget,Integrates with third party budgeting system,Maintains budget revision history,Monthly budgets,Multiple budget revisions,Multiple year budgets,Non-G/L budget groups,Separate internal budgeting module

Includes: Expresses past results as a percentage,Past budgets and results segregated,Saves more than one year's past data,Saves the past results for each month

Includes: Balance sheet budgeting,Budgeting through payroll module,Change budgets during year,Comparison data presented graphically,Comparison of variables,Expresses new budget as percentage,Fixed dollar budgets only,Import new budget from spreadsheet,Input percentage growth rate,Isolates and compares each line item,Prepares cash flow forecast,Values based upon other values,Variable budgets,Vendor provides instructions for import process

Manufacturing

Module

Total Criteria Module Rating

Product Costing 27 72.37

Master Production Scheduling (MPS) 25 63.12

Material Requirements Planning (MRP) 54 63.73

Capacity Requirements Planning (CRP) 36 64.44

Shop Floor Control 40 67.28

Quality Control 10 52.86

Includes: Conformance Support,General,MRB Systems Support

Multinational Accounting

Module

Total Criteria Module Rating

Installation and Support 45 60.79

Includes: Languages Supported,Local Support,Simultaneous multilingual by user ID

Basic Information 15 84.09

Includes: Date Format,General,Tax Reporting Options

Currency Rate Tables 8 82.39

Includes: Exchange Rates,General

Transaction Entry 10 78.15

Gain/Loss Reporting 9 74.63

Financial/Management Reporting 11 76.8

Includes: Report Sorting Options,Reporting (General)

General

Average Solution

by Benchmark Vendor

Includes: Cost Buildup Methodology,Cost Components,Cost Generation Mode,Costing Mechanisms,Product Costing Reports

Includes: Available To Promise Functionality,Forecast Consumption Planning Basis,MPS (General),Production Planning

Includes: Forecasting Methodologies,MRP (General),MRP Planning Basis,Pegging Options,Requirements Generation Mode,Requirements Segregation Basis,Situations for Schedule Alteration,Time Buckets,Variables for Which Schedules May Be Determined

Includes: Capacity Plan Determination,Capacity Plan Variables,Resource Loading,Scheduling Method,Simulation Methods

Includes: Component Backflushing,Included in Lead Time Tracking,Just-in-Time Planning,Outside Processing Controls,Overhead Rate Structure,Scheduling Technique,Serial/Lot Tracking,Shop Floor Control (General),Work Center Setup

Average Solution

by Benchmark Vendor

Includes: Checks spot rate tolerances,Currency default defined by customer,Currency default defined by entity ID,Currency default defined by user ID,Currency default defined by vendor,Displays source/local/functional currencies,Supports cross entity allocations,Supports master payment/receipt currency,Supports multiple currency transactions,Supports user-defined spot rates

Includes: Gain/Loss (General),Gain/Loss Posting Options,Revaluation Options,Revaluation Time Periods

Module

Total Criteria Module Rating

VAR/Reseller Channel 27 83.34

Industry Specific Modules 47 71.46

Presale Information 60 87.31

Technology

Module

Total Criteria Module Rating

Technical Requirements 232 66.93

Control and Audit 29 94.42

Operational Functionality 106 80.46

Reports 84 78.91

Average Solution

by Benchmark Vendor

Includes: Reseller Access to Sales Collateral,Reseller Education,VAR/Reseller Channel (General),Vendor Sales Organization

Includes: Accounting: public,Advertising,Automotive: repair and service,Automotive: sales,Automotive: supply,Banking,Chemical,Construction: commercial,Construction: highway,Construction: homes,Consumer package goods,Contractors: electrical,Contractors: HVAC,Contractors: plumbing,Dental,Distribution and warehousing,Education,Electronics,Employment agencies/contractors,Engineering and architecture,Government (local),Grocery and foods,Insurance,Legal,Loan management,Manufacturing: FDA controlled (foods),Manufacturing: make-to-order (job shop),Manufacturing: make-to-stock,Manufacturing: process,Medical: hospital management,Medical: office/patient management,Metals: fabrication,Metals: wholesale/distribution,Office equipment dealers,Oil and gas exploration,Optometry,Petrochemical,Pharmaceutical,Printing,Property management,Rental/lease: equipment,Restaurants,Retail,Telecommunications,Transportation,Travel agencies,Utilities

Includes: Canadian Tax Reporting,General,Multicurrency Transactions,Purchase and Installation,Vendor Web Site/Internet Options,Vendor-provided Reference List

Average Solution

by Benchmark Vendor

Includes: Client Operating System,Client/Server Options,Client/Server Structure,Customer-facing Portal,Database,EDI Functionality,Inter/Intranet Functionality,Manufacturing Application Support,Microsoft Compliance,OLAP Functionality,Programming Language,Server Operating System,Specific Application Support,Web-enabled Employee-facing Applications,Wireless Access Functionality,Wireless Device Access

Includes: Control and Audit (General),Details Carried with Each Transaction,File and Record Lockout,Password Security,Prevents Record Alteration After Posting

Includes: Accounting Basis,Data Input Verification,Dispute Resolution Application,Exception Management System,G/L Account Number Input Sequence,Operational Functionality (General),Posting Method,Transaction Analysis Codes,Unlimited Note Fields for Entries,User Portals,User Specific Menu,Workflow-based Menu

Includes: Business Metrics,Business Metrics Delivery Options,Forms Design Format,Forms Designer Functionality,Report Libraries,Reports (General),Standard Forms,Third Party Report Writers,Web-based Reporting Portal

Epicor ERP

by Epicor

Module Rating

100

96.67

96.03

93.96

97.6

94.94

71.53

95.16

97.82

98.25

90.8

92.01

94.22

Epicor ERP

by Epicor

Module Rating

100

100

100

100

99.98

Epicor ERP

by Epicor

Module Rating

96.47

96.75

97.69

95.08

92.13

98.57

100

Epicor ERP

by Epicor

Module Rating

98.75

85.98

99.32

91.5

98.24

100

98.44

Epicor ERP

by Epicor

Module Rating

92.78

88.75

97

82.93

98.42

100

97.87

Epicor ERP

by Epicor

Module Rating

94.84

97.27

96.43

99.16

97.92

100

Epicor ERP

by Epicor

Module Rating

94.31

85.01

98.19

99.91

97.25

Epicor ERP

by Epicor

Module Rating

80.5

60.74

73.33

Epicor ERP

by Epicor

Module Rating

80.4

97.33

100

94.53

99.73

99

Epicor ERP

by Epicor

Module Rating

95.17

100

98.29

Epicor ERP

by Epicor

Module Rating

99.64

97.69

94.92

99.89

97.85

99.5

Epicor ERP

by Epicor

Module Rating

95.49

100

89.33

91

83.33

85.67

Epicor ERP

by Epicor

Module Rating

98.89

81.47

95.68

Epicor ERP

by Epicor

Module Rating

88.32

98.92

93.8

95.82

Advanced Material Mgmt. Material Management

  Materials Management

Bar Coding     

Handheld

    

Material Handler Interface     

Material Movement     

Prioritize Orders     

Sales Order Allocation     

  Sales Order Management

Order Management Estimating & Quoting

Sales Mgmt. Overview Order Management Demand Management     

Electronic Data Interchange     

Estimate / Quote Mgmt.     

Storefront

    

         

  Financial Management

General Ledger Accounts Payable Accounts Payable Accounts Receivable Accounts Receivable General Ledger Multi-Currancy / Company Multi-Currency Financial Mgmt Overview Payroll Tax Connect     

Cash / Asset Mgmt     

Global Engines     

  Production Management

Production Mgmt Overview Bill of Materials

Advanced Production Document Management

Advanced Quality Mgmt Engineering Change and Revision Control

Job Management Job Management Lean Manufacturing Lean Production Manufacturing Execution Systm. Quality Assurance

Planning & Scheduling Routing      Scheduling      Shop Floor Control

  Supply Chain Management

Supply Chain Mgmt Overview Purchasing Inventory Management Shipping & Receiving Purchase Management Supplier Management Shipping & Receiving     

Sourcing     

Supplier Relationship Mgmt.     

Warehouse Management     

  Customer Relationship Management

Customer Relations Overview Contact Management

Campaign Connect Lead & Opportunity Management

Case Management Marketing Management Informatin Worker     

Lead / Opportunity Mgmt     

Mobile Connect     

Service Management     

  Additional Capabilities

Compliance Overview Business Intelligence Enterprise Performance Mgmt     

Global Business Mgmt

    

Human Capital Mgmt Overview

    

Product Data Mgmt     

Service Mgmt. Overview

    

         

         

         

         

         

         

  Services Support

Business Process Outsourcing Implementation

Hosting Services

    

Learning & Educational Services

    

Managed Services     

Professional Services     

Support     

Advanced Demand Forecasting Materials PlanningBar Code Labeling / SerializationPurchasing Consignment Purchasing      Distribution Requirements

Planning Warehousing & Inventory      Inventory Management     

     Purchasing     

              

              

Customer Returns and Credit Management Order Automation Forecasting

Estimating and Quoting Pricing Purchase Order Processing Invoicing      Sales & Distribution Lead Tracking      Sales Order Processing Order Processing          

Sales Forecasting and Analysis

         

Warranty Management          

Accounts Payable Accounts Payable Financial Control Accounts Receivable Accounts Receivable Financials Capital Assets General Ledger Product Costing General Ledger          

              

              

              

              

Bill of Materials      Product Definition

Maintenance

    

Production Monitoring

Production Control

    

Production Planning Quality Control      Production Scheduling Serial and Lot Tracker          

Shop Floor Reporting          

Electronic Data Interchange (EDI)

Work Order Scheduler / Repetitive Scheduler

         

              

              

EASY EBusiness Suite Freight Management Delivery Rounds EDI / Release Accounting Warehouse Management EDI           Inventory Management           Transport Manager               

              

              

Customer Relationship Management CRM Overview

Customer Relationship Management

              

              

              

              

              

              

Easy e-Business Automated Backup System Hazards Management Epicor Analytics AutoOrder Plant Maintenance

Inventory Control Business Analyzer Project Planning and Control

System Utilities Customer Buying Trend Analysis Quality Time and Attendance Customer Profit Analyzer Shop-Floor Data Capture     

DynaChange Extensibility Tools Tropos DataMart     

eCommerce Tropos Management Dashboards

    

Web Sales      Human Capital Management     

     Service and Maintenance     

     Strategic Pricing     

     Wireless Warehouse     

Implementation and Training Services

    

Application Designer

System Utilities

     Business Process Management

         

Incoming Generic Interface           White-Paper Printing               

              

Equipment Files

Includes: Default Distribution,Depreciation Methods,Equipment Files (General),Equipment Leasing,Simultaneous Depreciation Calculation

Cost Calculation and Distribution

Includes: Cost Calculation and Distribution (General),Depreciation Cost Transfer,Fleet and Equipment Control

Reports

Includes: Cost distribution report,Detailed fleet maintenance analysis,Maintenance cost analysis,Maintenance cost trend analysis,Maintenance cost versus depreciation,Prints detailed equipment list

Human Resources

Module

Total Criteria Module Rating

Personnel Management 139 88.2

Benefits 24 86.14

Payroll 70 85.9

Training 26 79.11

Includes: Administration,Planning

Workforce Management 171 61.72

Product Technology 353 75.64

Benefits

Module

Total Criteria Module Rating

Standard Benefits 6 87.19

Profile for Employee Benefit Plan 5 86.75

Average Solution

by Benchmark Vendor

Includes: Budgeting and Cost Control,Career Development and Training,Employee Self-Service,Employment History and Personnel Reporting,Government and Compliance Reporting,Job Position and Wage Profiles,Management of Rewards,Organizational Structures,Profile of Personnel,Recruitment Management,Track Discipline Actions

Includes: Administering Benefits,Profile for Employee Benefit Plan,Standard Benefits

Includes: Automated Time Sheet,Earnings and Deductions,Eligibility Parameters,Profile for Employee Payroll,Security and Audit,User Balances

Includes: Administration,Contract Management,Employee Metrics,Expense Tracking,Health and Safety,Proactive Information Delivery,Project Identification,Project Management and Tracking,Resource Allocation and Analysis,Resource Identification and Classification,Security,Time Tracking,Workforce Forecasting and Planning (Supply and Demand),Workforce Gap Analysis

Includes: Application Tools,Architecture,Platforms,Reporting,User Interface,Workflow and Document Management

Average Solution

by Benchmark Vendor

Includes: Base benefits maintenance decentralized to the employee level through the use of internet or internal mail capabilities,Employees have rollover benefit alternatives,Establishes benefit plans, providers, and rates,Identifies dates for insurance coverage and deduction calculations,Maintains dependent and beneficiary information,Multiple benefits programs

Includes: Creates rules for maximum benefits to be paid and premiums to be collected,Defines benefits waiting periods,Type or amount of benefit coverage per employee,User-defined rate adjustments based on service requirements and rules,Vesting schedules

Administering Benefits 13 84.47

Payroll

Module

Total Criteria Module Rating

Profile for Employee Payroll 30 91.71

Earnings and Deductions 23 87.2

Includes: Benefits data maintenance (enrollment and modification) decentralized to the employee level through the use of internet or internal mail capabilities,Creates customizable employee enrollment forms and confirmation statements,Defines and maintains general credits and plan-based credits,Defines employee program participation eligibility rules,Flexible benefits program, including adherence to US 415(c) section 125,Include information on participants and dependents for plans and benefits,Maintain benefit coverage for employees on leave and when the employee elects to pay for his or her own coverage,Maintain benefit coverage for employees on leave, for example, maternity leave,Maintain benefits for multiple companies (unlimited),Multiple benefit options such as health, life, disability, retirement plans, accidental death and dismemberment, gifts, and awards,Specification of health plan criteria using postal or zip code ranges,Tracks and calculates employee pledges for health care and dependent care FSA claims,Tracks employee eligibility for benefits

Average Solution

by Benchmark Vendor

Includes: Additional federal and state withholding,Address including city, region, and postal or zip code,Calculates other forms of compensation,Date of birth, hire, review, last raise, last promotion, last class change, and last paycheck,Date of termination,Deduction codes (taxes, insurance, pension, federal/provincial, and unemployment),Earnings including quarter-to-date, year-to-date, and user-defined period,Employee data located in a central database or across operating units,Employee insurance premium withholding by quarter-to-date, year-to-date, and user-defined periods,Enters different pay periods based on company policy,Ethnic classification,Exempt/non-exempt code,Exemption on employee's federal and provincial returns,Flag spousal distribution of retirement pension plan, for example, in case of employee death,Insurance classification,Job classification and skill code,Jury duty pay parameters,Leave that is unpaid,Marital status,Name and employee identification number,Other withholding by quarter-to-date, year-to-date, and user-defined periods,Pay type (hourly/salary),Rate per hour,Regular work hour quantity within a pay period (accounting for overtime work),Salary,Sick leave accrual rate, sick leave accrued, and sick leave used,Social insurance/security number (identification),Telephone number,Vacation accrual rate, vacation accrued, and vacation used,Worker's compensation withholding by quarter-to-date, year-to-date, and user-defined periods

Eligibility Parameters 4 86.09

User Balances 5 75.5

Automated Time Sheet 3 84.58

Security and Audit 5 90.31

Training

Module

Total Criteria Module Rating

Planning 17 78.92

Administration 9 79.31

Includes: Ability to pay multiple locations,Automatic deductions stop when limit is reached,Calculates and subtracts fixed deductions,Calculates earning types based on shift eligibility, allowable employee types, etc.,Calculation of deductions based on the percent of earnings,Controlled deductions by start and stop dates,Deductions based on hours or shifts worked,Earning types include hourly employee, with and without time cards,Earning types include salaried and salaried/exempt,Earning types include weekly, bi-weekly, semi-monthly, monthly, and special (executive) pay cycle,Establishes priorities for employee deductions,Garnishment deductions,Garnishment tracking and prioritization,Manage and update history of employee compensation and rules,Monthly severance payments to separated employees with deductions,Notify line of changes in sick classification (FMLA approved time versus non-FMLA),Payment to garnishees,Support automatic deduction links for charitable donations,Support deferred income plans,Tracks deduction arrears,User-defined codes for earning deductions,User-defined deductions (unlimited),User-maintained health insurance deductions

Includes: Creates eligibility rules and logic,Logic for automatically assigning compensation and benefits,User-defined eligibility criteria for benefits, plans, and compensation based on division, or company-wide,User-defined standard rules for assigning or changing employee compensation and benefits

Includes: Calculates balances over any time period,Creates extra, open balance items which can be defined by the user,Online updating of account balances,Track balances,Uses legislative balances in user-defined calculations and analysis

Includes: Ability to provide decentralized capability for time sheet entry,Supports multiple work hours standards,Time sheets provide for exception-only data entry

Includes: Audit log of changes,Audit trails,Customized menus and forms by user and by responsibility,Multiple access responsibility assignments to tasks and by user,Time and attendance

Average Solution

by Benchmark Vendor

Includes: Alert for missing or overloaded resources,Courses ("academic" definitions) creation and maintenance,Define acquired competenices and competency levels per course,Define aiding resources for courses,Define and maintain venues (scheduled courses) for courses,Enable annual plan - schedule, resources, cost,Enable attachments for course collaterals,Enable grouping of courses into syllabus of specific subject,Enable potential assignment of instractors to courses,Identify gaps in competencis and relate to required training courses,Identify required aiding resources,Include pricing definitions,Link certifications acquired by attending the course,Maintain course prerequisites,Maintain instructors,Maintain list of required courses per potential attendee,Show potential attendies per planned course

Workforce Management

Module

Total Criteria Module Rating

Project Identification 34 59.92

Resource Identification and Classification 20 59.56

Workforce Forecasting and Planning (Supply and Demand) 9 39.24

Time Tracking 6 79.38

Expense Tracking 7 53.93

Workforce Gap Analysis 7 48.3

Includes: Declare venues and assign resources,Enable enrollment and cancellations,Enable transfer of acquired competencies into personal profile,Enable waiting list management,Invoice generation for external attendees,Maintain attendence in courses,Maintain course schedule,Maintain scores per student,Update personal profile

Average Solution

by Benchmark Vendor

Includes: Data,Data Lists for Project Attributes,General,Project Definition,Templates,Workforce Management Approach

Includes: Assigns different resource rates for different activities or projects,Customizable to suit installed environment,Data attributes for internal or external resources can be configured,Defines and modifies organization hierarchies,Defines standard resource attribute lists such as resources, responsibilities, expertise level, organization,Differentiate between internal and external resources,Each resource has a standard rate,Exports data to external human resource systems,Imports data from external human resource systems,Lists standard data attributes for external resources,Lists standard data attributes for internal resources,Multiple roles and expertise classes can be defined for a resource,New resources from internal or external source can be added manually,Pre-existing import or export procedures from any standard human resource systems,Resource availability reporting,Resource development planning and tracking,Resource management,Standard reports,Tracks available resources,Tracks historical information

Includes: Criteria for a particular project forecast can be defined,Custom reports for the installed environment,Maximum efficiency can be ensured during the workforce forecasting,Project forecast criteria can be saved and recycled,Projects can be excluded or included in a forecast, based on their attributes,Resources can be included or excluded from a forecast, based on their attributes,Standard reports,Workforce forecasting and planning,Workforce forecasting and planning reports may include graphs or charts

Includes: Creates customizable reports for the installed environment,Exports data to external time tracking or legacy systems,Imports data from external time tracking or legacy systems,Imports or exports to any standard time tracking system,Standard reports,Time against activity data can be manually entered

Includes: Creates customizable reports for the installed environment,Data integrity is ensured if in addition to manual data entry imports of data are performed,Expenses against activity data can be entered manually,Exports data to external expense tracking systems,Imports data from external expense tracking systems,Imports or exports to standard expense tracking or accounts payable systems,Standard reports

Employee Metrics 13 92.79

Project Management and Tracking 11 50.06

Resource Allocation and Analysis 13 40.1

Contract Management 7 43.62

Administration 6 69.17

Health and Safety 11 81.08

Includes: Custom reports for the installed environment,Flexible criteria for gap analyses and forecast resource requirements against available resources,Saves and recalls what-if scenarios in a different file from original data,Saves gap analysis criteria for recycling,Standard reports,What-if scenarios can be created for gap analyses, such as changing project and activity effectivity dates, activity resource requirements, etc.,Workforce gap analysis reports may include graphs or charts

Includes: Absence and leave accrual reporting,Alert supervisor when an employee is out of compliance in training or certification,Budgeting versus actual comparisons by position or business unit,Competency profile of the workforce, with breakdowns per departments, positions, etc.,EEO/affirmative action/disabled employee reporting,External and internal training requirements reports, with detailed breakdowns per departments, positions, etc.,HR budgeting reports (dollars, hours, FTE, and headcount),Report on vacation usage and alert supervisors when allocation is exhausted,Reports on training history, success rate, course attendance, inability to accommodate all interested candidates, etc.,Reports on vacancies and the effectiveness of filling them such as time to fill, cost per applicant, and average time of retaining the position,Staff headcount, movement, and turnover trends analyses and reports,Wage and salary costs data, with detailed breakdowns across, for example, earnings, deductions, and disbursements,Workforce planning reporting

Includes: Authorization required when entering time or charge expenses to a project,Creates customizable reports for the installed environment,Existing algorithms to import or export to any standard project management system,Exports data to external project management systems,Imports data from external project management systems,Multiple levels available to capture work,Preserves data integrity when multiple imports and exports are made for a project,Sends alerts to managers when a user exceeds limits,Standard reports,Time, cost, and expense can be limited by user,Tracks activities through hours remaining, budget versus actuals, or other measures

Includes: Alert and warning when resource is over-allocated,Alerts for over- or under-allocation of resources,Alerts for over- or under-allocation of resources for a particular project,Custom reports for the installed environment,Lists standard reports for resource allocation and analysis,Project-based resource load balancing,Reallocates resources that are completely sourced to other projects,Resource allocation and analysis,Resource allocation and analysis reports include graphs or charts,Resources are allocated based on role, expertise, and availability,Resources can be identified by using customized criteria,Standard reports,UOM used for resource allocation

Includes: Data exports from external contract management systems,Data imports from external contract management systems,Data integrity is ensured if in addition to manual data entry imports of data are performed,Manual data entry of expenses against activity data,Pre-built import or export procedures from or to any standard expense tracking or accounts payable systems,Standard reports are customizable for the installed environment,Standard reports are included

Includes: Administrative tasks can be scheduled as a group, with dependencies between tasks within a group,Administrators can schedule administrative tasks such as data imports or exports,Different administrative roles for technicians who maintain the system, subject matter experts who contribute content to the system, and subject matter experts who define workflow,Web administration for all major maintenance tasks,Windows administrative client as an alternative to the web,Windows administrative client can connect to the system over a network

Proactive Information Delivery 10 78.22

Security 17 68.69

Personnel Management

Module

Total Criteria Module Rating

Recruitment Management 20 87.72

Includes: Detect and monitor hazardous conditions (areas) and materials, and exporting them via an interface for further processing,Initiation of corrective actions related to an incident,Integration with supply chain and HR modules,Logging of first aid records and reports,Maintain database of all MSDS sheets for all materials used,Maintenance of agent composition and information in a central database,Manage occupational injury and illness claims,Perform accident investigations, identifications, and recording,Report and investigate incidents of injury and illness for employees and contractors,Report incidents involving vehicles and equipment,Support OSHA, BG, and safety regulatory reports

Includes: Ability to protect personal health information (limit access),Definition of new workflow processes,E-mail systems,Group and individual notifications,Mechanisms for automatic escalation of notifications that have not been acknowledged within a specified time frame,Mechanisms to notify individuals when an action is required,Modeling, automation, and routing for business processes according to user-defined business rules,Predefined workflow is included,Process can perform looping, decisions, or parallel processing streams,Workflow may be customized

Includes: Authentication capabilities,Different administrators for different parts of the workforce management,Encryption capabilities,Entire sections of the application can be secured,Other supported security standards,Password encryption,Portal offering can import users and groups from LDAP-compliant systems,Secure socket layer and digital certificates,Security functions are implemented by functions, transaction, or field,Security standard support for Kerberos,Security standard support for PKI,Security standard support for X.500,System access to secure data sources, such as password-protected web site or secure file server,Users can be restricted to viewing budget for their own projects or projects for the organization,Users can have different roles and privileges for different parts of the application,When a record is created or modified, the system records the identity of the person creating or modifying the record,Workforce management offering can import users and groups from other systems (eg, Windows NT)

Average Solution

by Benchmark Vendor

Profile of Personnel 14 86.25

Organizational Structures 16 81.07

Job Position and Wage Profiles 21 91.96

Includes: Assign competencies to vacancies,Compares data on recruiting tasks to show their effectiveness,Customizes recruitment letters by merging files with a word processing template,Derive competencies automatically from the job or position competency requirements into vacancy competency requirements,Enable competence matching between applicant's competencies and vacancies,Enable competencies for applicants,Hiring personnel may access parameters for requisitions,Import resumes from the Internet or e-mail,Information about applicants' progression,Internet recruiting and tracking of skills inventory,Lists the postings, position, disposition, disposition date, and applicable codes of a position,Offers and new hires processing,Resume scanning capabilities.,Schedules interviews,Searches for eligible applicants and employees based on job requirements, online,Sourcing engine integration with career development, matching competencies of internal candidates,Summarizes status and provides other information on applicant, and applicant requisition and recruitment costs,Tracks applicants using personal data, skill set, academic qualifications, training, and test results,Tracks interview results,Workflow for forwarding resumes/CVs

Includes: Central database containing job data, salary information, education, etc. on employees,Child, family, and spouse information,Competency profile,Contact numbers including home, cell, and alternative numbers,Decentralized updating capability to the employee level such as through the Internet or the internal mail system,Enable expiry dates for competencies and alert for re-evaluation,Identify gaps between an employee's competency profile and the competency profile of their job,Manage and update education history,Personal file structure can be defined by user,Searches employee records for information on experience and skills,Store data for emergency contacts,Stores data about employee performance and salary reviews,Tracks and stores information on employee education and training,Update employee competency profile with competencies acquired from training

Includes: Assign general required competencies per company,Assign general required competencies per department,Audit trails of organizational and departmental structural changes to track their impact,Categorizes work locations throughout the organization,Creates reports containing company information to meet federal reporting requirements,Defines entities and organizational units with the company,Defines organizational units,Drag-and-drop can be used to change organizational structure, with changes automatically updated in employee records,Functional and administrative areas of the organization can be represented graphically,Identifies teams and jobs or projects that are suitable for job-sharing,New organizational models can be developed,Organizational models can be compared or analyzed through what-if scenarios,Organizational structure can be accessed and navigated through other applications,Organizational structures may be defined using a matrix or a hierarchy,Restricts access to the organizational structure and task and department information,Standard organizational structure can be imported or exported

Career Development and Training 18 92.88

Management of Rewards 7 79.11

Budgeting and Cost Control 4 92.5

Government and Compliance Reporting 7 82.59

Employment History and Personnel Reporting 8 95.55

Includes: Assigns multiple grades or codes to personnel with cross-training,Describes position or job title,Employee grading includes corresponding rewards and salary scale,Fields for descriptions of job activities, requirements, and experiences,HR "budgeting" for overall and departmental headcount and salaries,Identifies job position,Imports data from multiple data sites for analysis,Indicates employee's current and previous assignments, as well as experience and job grades,Indicates full- or part-time status,Indicates position by organization, location, job code, title, shift, and work days,Intelligent rule-based wage exception notification,Job or task includes employee skill set and profile,Lists skills, training, and education required for position,Multiple jobs may be entered for each grouping,Reports whether a given position is filled or available,Retrieves grade and job data to automatically calculate comp ratio and generate range penetration analyses,Standard wage tables,Standard work hours,Tracks salary grades and pay steps,User-defined salary grading,Wage salary table with min/mid-point/max salary and supporting imports from Watson Wyatt

Includes: Assigns jobs to employees based on their career paths,Automatically add registrants to a waiting list,Automatically communicate any changes to all affected parties via workflow management,Catalogues training requirements,Collect basic personal data during the registration process such as name, address, language preference, location, and required qualifications,Compares organizational requirements and goals with employees and managers to identify talent and leadership gaps within an organization,Documents employee skill measurements, qualifications (including education and training), competencies, and professional experience,Identifies and follows up on high potential employees,Identifies any training, courses, and development activities employees have participated in,Identifies potential assignments for a job or career path,Performance appraisals can be planned and tracked,Plan course demand for a period based on pre-bookings or actual attendance from previous years,Position requirements and employee data can be matched,Prints course description and schedules,Ranks potential candidates qualified to fill incumbent or vacant positions,Reports training costs,Skills, education, projects, accreditations, languages, and evaluations can be updated,Track performance appraisers and superiors in the past

Includes: Adjustable rules for incentives or bonus plans,Compensation and benefit data is exported to a spreadsheet where it is compared against outside and industry standard rates,Compensation benefits automatically change based on reward rules,Eligibility logic connects rewards and services to jobs, grades, organizations, and seniority,Generates reports on the costs of rewards and incentives,Manages and updates history of individual employee rewards and incentives,Tracks and analyzes compensation and salary, by employee

Includes: Calculates employee cost by headcount, status (such as full-time employment), or by user-defined variables,Compares budgets against actual costs,Multiple budget scenarios,Uses data on job, grade, position, and organizational levels to create budgets for employee costs

Includes: Benefits reporting,Breaks down and tracks affirmative action goals by race, ethnicity, gender, or by user-defined criteria,Compares employee goals with employee status,Payroll reporting (e.g., tax reporting and government-mandated reports to employees such as W2, 1099I, 1099R),Tracks accidents and injuries, and generates reports,Tracks employees' injuries, illnesses, and physical exams and audiometric evaluations,Tracks goals and forecasted development of affirmative action plans by department, quarter, and year

Track Discipline Actions 2 92.5

Employee Self-Service 22 88.07

Includes: Customizes reports with HR reporting tools,Generates reports on employee sick time and lost time injuries and illnesses,Report on data concerning layoffs and recalled employees,Reports on employee disciplinary actions,Tracks absentee rates by department and supervisor,Tracks employee absences against various parameters and generates reports,Tracks health and safety incidents,Tracks length of employment to determine seniority, union membership, etc.

Includes: Maintain discipline types,Record and track disciplinary actions including information on incidents causing the action, steps taken in resolution, and the personnel involved

Includes: Account for time based on type of absence or attendance,Allocate time to multiple projects and assignments,Change benefits related to a life event,Choose and maintain personal passwords,Enroll in or cancel participation in courses,Internal and external application for a job and view the status of the application,Maintain dependents and beneficiaries related to life event,Maintain emergency contacts,Posting and updating resumes,Pre-book for courses not yet scheduled,Review and enter or submit expenses,Review and maintain a knowledge sharing diary,Review and maintain bank info for direct deposit and reimbursements,Review and maintain deduction information for automatic bill payment service,Review and maintain name, address, telephone number, etc., associated with life events,Review or enroll in benefits for open enrollment period,Review vacation and sick day balances and submit leave requests,Search for available courses based on topic, text, language, and location,Update W4 information such as tax filling status, number of exemptions, and withholding information,View course calendars and details,View pay stub info: gross pay, taxes, other deductions, net pay, pay period, and year-to-date totals,View personal training history

by Epicor

Module Rating

89.65

88.36

75.46

87.97

47.88

68.57

by Epicor

Module Rating

90

82

Human Capital

Management

Human Capital

Management

93.08

by Epicor

Module Rating

91.67

56.09

Human Capital

Management

85

20

100

100

by Epicor

Module Rating

87.06

88.89

Human Capital

Management

by Epicor

Module Rating

32.56

18

0

100

0

0

Human Capital

Management

100

54.55

1.54

0

100

72.73

99.5

91.47

by Epicor

Module Rating

100

Human Capital

Management

100

85.63

94.29

96.67

74.29

70

77.14

100

100

88.18

Human Resources

Module

Total Criteria

by Epicor

Module Rating Module Rating

139 88.2 89.65

Human Resources

Average Solution

Human Capital

Management

by Benchmark Vendor

Personnel Management

Benefits 24 86.14 88.36

Payroll 70 85.9 75.46

Training 26 79.11 87.97

171 61.72 47.88

Includes: Budgeting and Cost Control,Career Development and Training,Employee Self-Service,Employment History and Personnel Reporting,Government and Compliance Reporting,Job Position and Wage Profiles,Management of Rewards,Organizational Structures,Profile of Personnel,Recruitment Management,Track Discipline Actions

Includes: Administering Benefits,Profile for Employee Benefit Plan,Standard Benefits

Includes: Automated Time Sheet,Earnings and Deductions,Eligibility Parameters,Profile for Employee Payroll,Security and Audit,User Balances

Includes: Administration,Planning

Workforce Management

353 75.64 68.57

Includes: Administration,Contract Management,Employee Metrics,Expense Tracking,Health and Safety,Proactive Information Delivery,Project Identification,Project Management and Tracking,Resource Allocation and Analysis,Resource Identification and Classification,Security,Time Tracking,Workforce Forecasting and Planning (Supply and Demand),Workforce Gap Analysis

Product Technology

Includes: Application Tools,Architecture,Platforms,Reporting,User Interface,Workflow and Document Management

Personnel Management

Module

Total Criteria

by Epicor

Module Rating Module Rating

20 87.72 100

al structure, career development & training, reward management, job position and wage profiles, and business travel and vacation allotments. The software should support the following functionality: recruitment management; personnel information and tracking; organizational structuring; job position and salary profile; career development, training and performance management; compensation management; budgeting and cost control; government compliance reporting; expenses managemen

Personnel Management Module Ratings

Personnel Management

Personnel Management

Average Solution

Human Capital

Management

by Benchmark Vendor

Recruitment Management

14 86.25 100

Enable competence matching between applicant's competencies and vacancies,Enable competencies for applicants,Hiring personnel may access parameters for requisitions,Import resumes from the Internet or e-mail,Information about applicants' progression,Internet recruiting and tracking of skills inventory,Lists the postings, position, disposition, disposition date, and applicable codes of a position,Offers and new hires processing,Resume scanning capabilities.,Schedules interviews,Searches for eligible applicants and employees based on job requirements, online,Sourcing engine integration with career Profile of Personnel

16 81.07 85.63

spouse information,Competency profile,Contact numbers including home, cell, and alternative numbers,Decentralized updating capability to the employee level such as through the Internet or the internal mail system,Enable expiry dates for competencies and alert for re-evaluation,Identify gaps between an employee's competency profile and the competency profile of their job,Manage and update education history,Personal file structure can be defined by user,Searches employee records for information on experience and skills,Store data for emergency contacts,Stores data about employee performance and salary reviews,Tracks and stores Organizational Structures

21 91.96 94.29

locations throughout the organization,Creates reports containing company information to meet federal reporting requirements,Defines entities and organizational units with the company,Defines organizational units,Drag-and-drop can be used to change organizational structure, with changes automatically updated in employee records,Functional and administrative areas of the organization can be represented graphically,Identifies teams and jobs or projects that are suitable for job-sharing,New organizational models can be developed,Organizational models can be compared or analyzed through what-if scenarios,Organizational structure can be accessed Job Position and Wage Profiles

18 92.88 96.67

R "budgeting" for overall and departmental headcount and salaries,Identifies job position,Imports data from multiple data sites for analysis,Indicates employee's current and previous assignments, as well as experience and job grades,Indicates full- or part-time status,Indicates position by organization, location, job code, title, shift, and work days,Intelligent rule-based wage exception notification,Job or task includes employee skill set and profile,Lists skills, training, and education required for position,Multiple jobs may be entered for each grouping,Reports whether a given position is filled or available,Retrieves grade and job data to Career Development and Training

7 79.11 74.29

required qualifications,Compares organizational requirements and goals with employees and managers to identify talent and leadership gaps within an organization,Documents employee skill measurements, qualifications (including education and training), competencies, and professional experience,Identifies and follows up on high potential employees,Identifies any training, courses, and development activities employees have participated in,Identifies potential assignments for a job or career path,Performance appraisals can be planned and tracked,Plan course demand for a period based on pre-bookings or actual attendance Management of Rewards

4 92.5 70

7 82.59 77.14

Includes: Adjustable rules for incentives or bonus plans,Compensation and benefit data is exported to a spreadsheet where it is compared against outside and industry standard rates,Compensation benefits automatically change based on reward rules,Eligibility logic connects rewards and services to jobs, grades, organizations, and seniority,Generates reports on the costs of rewards and incentives,Manages and updates history of individual employee rewards and incentives,Tracks and analyzes compensation and salary, by employee

Budgeting and Cost Control

Includes: Calculates employee cost by headcount, status (such as full-time employment), or by user-defined variables,Compares budgets against actual costs,Multiple budget scenarios,Uses data on job, grade, position, and organizational levels to create budgets for employee costs

Government and Compliance Reporting

8 95.55 100

Includes: Benefits reporting,Breaks down and tracks affirmative action goals by race, ethnicity, gender, or by user-defined criteria,Compares employee goals with employee status,Payroll reporting (e.g., tax reporting and government-mandated reports to employees such as W2, 1099I, 1099R),Tracks accidents and injuries, and generates reports,Tracks employees' injuries, illnesses, and physical exams and audiometric evaluations,Tracks goals and forecasted development of affirmative action plans by department, quarter, and year

Employment History and Personnel Reporting

2 92.5 100

22 88.07 88.18

Includes: Customizes reports with HR reporting tools,Generates reports on employee sick time and lost time injuries and illnesses,Report on data concerning layoffs and recalled employees,Reports on employee disciplinary actions,Tracks absentee rates by department and supervisor,Tracks employee absences against various parameters and generates reports,Tracks health and safety incidents,Tracks length of employment to determine seniority, union membership, etc.

Track Discipline Actions

Includes: Maintain discipline types,Record and track disciplinary actions including information on incidents causing the action, steps taken in resolution, and the personnel involved

Employee Self-Service

Benefits

dependents and beneficiaries related to life event,Maintain emergency contacts,Posting and updating resumes,Pre-book for courses not yet scheduled,Review and enter or submit expenses,Review and maintain a knowledge sharing diary,Review and maintain bank info for direct deposit and reimbursements,Review and maintain deduction information for automatic bill payment service,Review and maintain name, address, telephone number, etc., associated with life events,Review or enroll in benefits for open enrollment period,Review vacation and sick day balances and submit leave requests,Sear

Benefits

Benefits

Module

Total Criteria

by Epicor

Module Rating Module Rating

6 87.19 90

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.

Benefits Module Ratings

Average Solution

Human Capital

Management

by Benchmark Vendor

Standard Benefits

5 86.75 82

13 84.47 93.08

Includes: Base benefits maintenance decentralized to the employee level through the use of internet or internal mail capabilities,Employees have rollover benefit alternatives,Establishes benefit plans, providers, and rates,Identifies dates for insurance coverage and deduction calculations,Maintains dependent and beneficiary information,Multiple benefits programs

Profile for Employee Benefit Plan

Includes: Creates rules for maximum benefits to be paid and premiums to be collected,Defines benefits waiting periods,Type or amount of benefit coverage per employee,User-defined rate adjustments based on service requirements and rules,Vesting schedules

Administering Benefits

Payroll

statements,Defines and maintains general credits and plan-based credits,Defines employee program participation eligibility rules,Flexible benefits program, including adherence to US 415(c) section 125,Include information on participants and dependents for plans and benefits,Maintain benefit coverage for employees on leave and when the employee elects to pay for his or her own coverage,Maintain benefit coverage for employees on leave, for example, maternity leave,Maintain benefits for multiple companies (unlimited),Multiple benefit options such as health, life, disability, retirement plans, accidental death and

Payroll

Payroll

Module

Total Criteria

by Epicor

Module Rating Module Rating

30 91.71 91.67

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 as payroll calculations, processing of payments, check printing, Payroll Module Ratings

Average Solution

Human Capital

Management

by Benchmark Vendor

Profile for Employee Payroll

23 87.2 56.09

ee data located in a central database or across operating units,Employee insurance premium withholding by quarter-to-date, year-to-date, and user-defined periods,Enters different pay periods based on company policy,Ethnic classification,Exempt/non-exempt code,Exemption on employee's federal and provincial returns,Flag spousal distribution of retirement pension plan, for example, in case of employee death,Insurance classification,Job classification and skill code,Jury duty pay parameters,Leave that is unpaid,Marital status,Name and employee identification number,Other withholding by quarter-to-date, year-to-

Earnings and Deductions

4 86.09 85

User Balances 5 75.5 20

earnings,Controlled deductions by start and stop dates,Deductions based on hours or shifts worked,Earning types include hourly employee, with and without time cards,Earning types include salaried and salaried/exempt,Earning types include weekly, bi-weekly, semi-monthly, monthly, and special (executive) pay cycle,Establishes priorities for employee deductions,Garnishment deductions,Garnishment tracking and prioritization,Manage and update history of employee compensation and rules,Monthly severance payments to separated employees with deductions,Notify line of changes in sick classification (FMLA approved time versus non-Eligibility Parameters

Includes: Creates eligibility rules and logic,Logic for automatically assigning compensation and benefits,User-defined eligibility criteria for benefits, plans, and compensation based on division, or company-wide,User-defined standard rules for assigning or changing employee compensation and benefits

3 84.58 100

5 90.31 100

Training

Includes: Calculates balances over any time period,Creates extra, open balance items which can be defined by the user,Online updating of account balances,Track balances,Uses legislative balances in user-defined calculations and analysis

Automated Time Sheet

Includes: Ability to provide decentralized capability for time sheet entry,Supports multiple work hours standards,Time sheets provide for exception-only data entry

Security and Audit

Includes: Audit log of changes,Audit trails,Customized menus and forms by user and by responsibility,Multiple access responsibility assignments to tasks and by user,Time and attendance

Training

Training

Module

Total Criteria

by Epicor

Module Rating Module Rating

Planning 17 78.92 87.06

The training functionality covers the planning and administration of employee training programs, and allows administrators to track training schedules, training budgets, training costs, and more.

Training Module Ratings

Average Solution

Human Capital

Management

by Benchmark Vendor

Administration 9 79.31 88.89

creation and maintenance,Define acquired competenices and competency levels per course,Define aiding resources for courses,Define and maintain venues (scheduled courses) for courses,Enable annual plan - schedule, resources, cost,Enable attachments for course collaterals,Enable grouping of courses into syllabus of specific subject,Enable potential assignment of instractors to courses,Identify gaps in competencis and relate to required training courses,Identify required aiding resources,Include pricing definitions,Link certifications acquired by attending the course,Maintain course prerequisites,Maintain instructors,Maintain list of required

Includes: Declare venues and assign resources,Enable enrollment and cancellations,Enable transfer of acquired competencies into personal profile,Enable waiting list management,Invoice generation for external attendees,Maintain attendence in courses,Maintain course schedule,Maintain scores per student,Update personal profile

Module

Total Criteria

by Epicor

Module Rating Module Rating

34 59.92 32.56

Workforce Management

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, and track time and expenses.

Workforce Management Module Ratings

Workforce Management

Workforce Management

Average Solution

Human Capital

Management

by Benchmark Vendor

Project Identification

20 59.56 18

9 39.24 0

Includes: Data,Data Lists for Project Attributes,General,Project Definition,Templates,Workforce Management Approach

Resource Identification and Classification

hierarchies,Defines standard resource attribute lists such as resources, responsibilities, expertise level, organization,Differentiate between internal and external resources,Each resource has a standard rate,Exports data to external human resource systems,Imports data from external human resource systems,Lists standard data attributes for external resources,Lists standard data attributes for internal resources,Multiple roles and expertise classes can be defined for a resource,New resources from internal or external source can be added manually,Pre-existing import or export procedures from any

Workforce Forecasting and Planning (Supply and Demand)

Time Tracking 6 79.38 100

7 53.93 0

Includes: Criteria for a particular project forecast can be defined,Custom reports for the installed environment,Maximum efficiency can be ensured during the workforce forecasting,Project forecast criteria can be saved and recycled,Projects can be excluded or included in a forecast, based on their attributes,Resources can be included or excluded from a forecast, based on their attributes,Standard reports,Workforce forecasting and planning,Workforce forecasting and planning reports may include graphs or charts

Includes: Creates customizable reports for the installed environment,Exports data to external time tracking or legacy systems,Imports data from external time tracking or legacy systems,Imports or exports to any standard time tracking system,Standard reports,Time against activity data can be manually entered

Expense Tracking

7 48.3 0

Includes: Creates customizable reports for the installed environment,Data integrity is ensured if in addition to manual data entry imports of data are performed,Expenses against activity data can be entered manually,Exports data to external expense tracking systems,Imports data from external expense tracking systems,Imports or exports to standard expense tracking or accounts payable systems,Standard reports

Workforce Gap Analysis

13 92.79 100

Includes: Custom reports for the installed environment,Flexible criteria for gap analyses and forecast resource requirements against available resources,Saves and recalls what-if scenarios in a different file from original data,Saves gap analysis criteria for recycling,Standard reports,What-if scenarios can be created for gap analyses, such as changing project and activity effectivity dates, activity resource requirements, etc.,Workforce gap analysis reports may include graphs or charts

Employee Metrics

11 50.06 54.55

per departments, positions, etc.,EEO/affirmative action/disabled employee reporting,External and internal training requirements reports, with detailed breakdowns per departments, positions, etc.,HR budgeting reports (dollars, hours, FTE, and headcount),Report on vacation usage and alert supervisors when allocation is exhausted,Reports on training history, success rate, course attendance, inability to accommodate all interested candidates, etc.,Reports on vacancies and the effectiveness of filling them such as time to fill, cost per applicant, and average time of retaining

Project Management and Tracking

13 40.1 1.54

required when entering time or charge expenses to a project,Creates customizable reports for the installed environment,Existing algorithms to import or export to any standard project management system,Exports data to external project management systems,Imports data from external project management systems,Multiple levels available to capture work,Preserves data integrity when multiple imports and exports are made for a project,Sends alerts to managers when a user exceeds limits,Standard reports,Time, cost, and expense can be limited by user,Tracks activities through hours remaining, budget versus actuals, or Resource Allocation and Analysis

7 43.62 0

and warning when resource is over-allocated,Alerts for over- or under-allocation of resources,Alerts for over- or under-allocation of resources for a particular project,Custom reports for the installed environment,Lists standard reports for resource allocation and analysis,Project-based resource load balancing,Reallocates resources that are completely sourced to other projects,Resource allocation and analysis,Resource allocation and analysis reports include graphs or charts,Resources are allocated based on role, expertise, and availability,Resources can be identified by using customized criteria,Standard reports,UOM used for resource

Contract Management

Administration 6 69.17 100

Includes: Data exports from external contract management systems,Data imports from external contract management systems,Data integrity is ensured if in addition to manual data entry imports of data are performed,Manual data entry of expenses against activity data,Pre-built import or export procedures from or to any standard expense tracking or accounts payable systems,Standard reports are customizable for the installed environment,Standard reports are included

11 81.08 72.73

Includes: Administrative tasks can be scheduled as a group, with dependencies between tasks within a group,Administrators can schedule administrative tasks such as data imports or exports,Different administrative roles for technicians who maintain the system, subject matter experts who contribute content to the system, and subject matter experts who define workflow,Web administration for all major maintenance tasks,Windows administrative client as an alternative to the web,Windows administrative client can connect to the system over a network

Health and Safety

10 78.22 99.5

conditions (areas) and materials, and exporting them via an interface for further processing,Initiation of corrective actions related to an incident,Integration with supply chain and HR modules,Logging of first aid records and reports,Maintain database of all MSDS sheets for all materials used,Maintenance of agent composition and information in a central database,Manage occupational injury and illness claims,Perform accident investigations, identifications, and recording,Report and investigate incidents of injury and illness for employees and contractors,Report incidents involving vehicles and equipment,SuProactive Information Delivery

Security 17 68.69 91.47

Includes: Ability to protect personal health information (limit access),Definition of new workflow processes,E-mail systems,Group and individual notifications,Mechanisms for automatic escalation of notifications that have not been acknowledged within a specified time frame,Mechanisms to notify individuals when an action is required,Modeling, automation, and routing for business processes according to user-defined business rules,Predefined workflow is included,Process can perform looping, decisions, or parallel processing streams,Workflow may be customized

supported security standards,Password encryption,Portal offering can import users and groups from LDAP-compliant systems,Secure socket layer and digital certificates,Security functions are implemented by functions, transaction, or field,Security standard support for Kerberos,Security standard support for PKI,Security standard support for X.500,System access to secure data sources, such as password-protected web site or secure file server,Users can be restricted to viewing budget for their own projects or projects for the organization,Users can have different roles and privileges for different parts of the application,When a record is created or modified, the

Product Technology

Product Technology

Module

Total Criteria

by Epicor

Module Rating Module Rating

Architecture 269 71.49 62.53

application standards support, communications and protocol support and integration capabilities. Relative to the other evaluation criteria, best practice selections place a lower relative importance on the product technology criterion. This apparently lower importance is deceptive because the product technology usually houses the majority of the selecting organization's mandatory criteria, which generally include server, client, protocol and database support, application scalability, Product Technology Module Ratings

Product Technology

Average Solution

Human Capital

Management

by Benchmark Vendor

User Interface 7 85.98 85.71

Platforms 41 43.02 12.04

21 74.89 84.44

Reporting 9 93.75 100

Includes: Application Security,Architectural Foundation,Data Integration Technologies,Device Interfaces,Messaging Protocols,Mobile Options,Multisite Management,Organizational Structure,Web Enablement

Includes: UI Configurability

Includes: Database,Mobile,Server,Workstation

Application Tools

Includes: Application development tools,Application management tools,Business Model Generation,Process Modeling and Updating

6 84.69 66.67

Includes: Active or inactive status,Ad hoc inquiry capability from within the ERP product,Allows full text searches based on metadata attributes,Automatically rank search results in order of relevance based on required or optional criteria and weighting factors,Local report printing (not centralized printing and distribution),Natural-language queries/search,Report libraries,Reports available online,Third party reporting application integration

Workflow and Document Management

Includes: Automatic creation of to-do list,Document management,Electronic commerce,E-mail,Messaging,Workflow

Benefits

Payroll

Training

High-level Competitor Analysis Report

Human Resources High-level Competitor Analysis for Average Solution by Benchmark Vendor, Human Capital Management by Epicor

The graphs below were developed for an express software comparison of Average Solution by Benchmark Vendor, Human Capital Management by Epicor. They display the standard scores of the vendor solutions, as determined through TEC's default Human Resources Model. The graphs reflect 783 functional, technical, and business criteria. This comparison is based on average weights and priorities.

Overall Performance

Human Resources

Personnel Management

Workforce Management

Product Technology