RFP Template

Industrial Manufacturing ERP
Request for Proposal Template

Table of Contents
› Instructions 4 » Material Requirements Planning 24
› Vendor Info 5 » Capacity Requirements Planning 24
› Accounting 6 – 12 » Manufacturing Orders 25 – 26
» Accounts Receivable 6–8 › Sales 27 – 30

» General Ledger 8 – 10 » Sales Analysis 27 – 28
» Accounts Payable » Customer Relationship Management
10 – 12 28 – 30
» Reporting » Reporting
12 30
› Engineering 13 – 15 › Order Entry 31 – 38
» Item Master 13 » Quotations 31
» Bill of Materials 13 » Order Entry 31 – 36
» Routings 14 » Customer Accounts 36 – 37
» Product Configurator 15 » Reporting 37
» CAD Integration 15 » Order Modifications 38
› Purchasing & Manufacturing 16 – 26 › Implementation, Service & General 39 – 40
» Purchasing 16 – 19 » Implementation 39
» Inventory Control 19 – 20 » Ongoing Support Services 39
» Warehouse / Distribution 20 – 21 » Security 39 – 40
» Receiving / Shipping 22 – 23 » General 40
» Reporting 23 – 24
Industrial Manufacturing ERP Request for Proposal Template | 3

Instructions for This Workbook
Please respond to all items on each tab of this workbook to complete the proposal.
Be sure to fill in the Availability Code (see below) for each item in each section, as well as any pertinent
notes. The following are explanations of the fields in the requirements matrices:
Requirement: Description of specific requirement to be met by vendor solution packages with respect to unique business or systems
requirements.
Availability
Codes
S = Standard Vendor will use this code for requirements satisfied by a standard package feature.
Vendor will use this code when the Standard Package features do not satisfy the requirement but custom modification, or
M = Modification
products available at an additional cost, provide the desired requirement.
Vendor will use this code when the Standard Package features do not satisfy the requirement but can meet this with a
E = Extension
certified 3rd-party add-on.
NA = Not Available Vendor will use this code when neither Standard Package features nor modifications can satisfy this requirement.
This column can be used to provide information that the vendor feels is important/useful to explain as part of the answer to the
Comments software solution’s ability to satisfy a given requirement. The responses should be as detailed as possible. For Yes/No questions,
please provide minimum/maximum ranges as well as limitations.

Vendor Information
Requirements Vendor Response Vendor Response Notes
Company Name
Legal Entity Name
Registration Information
Mission Statement
Financial Stability
ESG & Diversity
No. of Employees
No. of Locations

Accounting *S = Standard | M = Mod | E = Extension | NA = Not
Available
Requirements Availability* Comments
Accounts Receivable
Apply payment to a specific invoice on a customer statement

Ability to reprint or e-mail invoices and view invoice
detail and shipping documents
Invoice via email automatically
Automatically add freight charges to an invoice
Freight charges integrated with the invoicing system

Receive acknowledgments, bill-of-lading, pick tickets online
for each invoice
Exception reporting on items that can not be invoiced
Invoice for only what has been shipped
Invoice from multiple warehouses
Invoice for progress payments
Ability to enter notes before/during invoicing
Ability to set credit and overdue limits
Viewed aged receivables on demand by detail or summary
Automatically print a back order report for shipping personnel

Credit system needs to capture pertinent contact information –
owner, general contractor and job information
Ability to capture credit conversations/history in notes section
Ability to schedule credit follow-up call
Handle invoice versus payment difference

Handle debit memos (when receiving over-payment a check is
cut for the customer)
|6
Available
Payment history by customer online
Aging online
Credit holds based on credit limits and past due invoice values
Hold orders at time of entry, pick ticket and shipping
Ability to create total invoice, credit, & debit memo in AR

Provide information that is on invoice in an online screen (freight,
add-on charges, taxes, etc.)
Ability to print monthly statements (customer-specific)
Query/report options
All items by invoice number
All items by date
All items by PO
All items by Sales Order
All invoices
Credit memos reference invoice number
Credit memos reference order number
Deductions & write-offs reference invoice number
Ability to review cash application prior to accepting
Automatic cash application
Apply partial payment to a specific invoice
Ability to record customer deposits and progress billing
High credit information – notification to accounting
|7
Available
Days sales outstanding on line
Ability to adjust terms on specific orders (promotional offers)
Aging Reports by customer name
Contact History
General Ledger
Ability to import journal entries, i.e.; payroll distribution files
Track project costs in a user-friendly way
Ability to drill back to sources for AR and AP distributions
Ability to download information into Excel

Track work-in-process to include specific material components
for specific finished goods
Ability to expense department of choice when inventory is
being removed from manufacturing
Ability to expense department of choice when inventory is
being removed from distribution
Ability for a credit to hit cost-of-goods-sold for sales returns
Track cost history
Third party EDI integration
Interface with third-party payroll software
Recurring transactions for repetitive entries (i.e., accruals, etc.)

Financial statement generation to include rolling up
consolidated statements
Interface between general ledger and the inventory system
Cost-of-goods-sold booked automatically
|8
Available
Daily profit and loss statements to help run the business
Standard journal entries
User-defined calculations for recurring J/E
Cross-company consolidations with same GL account structure
Consolidation methods (multiple business units & legal

entities)
Multiple open accounting cycles
Sub-segment reporting/allocations
Automatic accrual and reversal
User-controlled posting, end of day, month end
User-controlled posting on-demand
A/P, A/R and Inventory integrated
User-defined Account/cells/centers
Description field J/E
Excel import for J/E
J/E posting screen status
Report writer
user-friendly tools
Interface w/ Excel
Unlimited history Information for current year and prior years
G/L maintenance
Chart of accounts changes
|9
Available
Dual period definitions
Chart of accounts setup, ease of use
Automated bank reconciliation for payments and checks
Month-end closing on demand
GL Distributions from sub-ledger details
Drill-Down by Account/Center
Drill-Down by Journal
Journal Transaction Inquiry
13th month in fiscal year
Responsibility reports/Departmental P&L
Accounts Payable
Ability to conduct search using a wild card to find

customers/vendors
Aged accounts payable on line
Provide cash requirements planning information
Recurring AP vouchers
Forecast payables/cash flow based on invoice dates

Capture invoice date and voucher date to indicate whether an
invoice is really not past due when speaking to the vendor
Assign vendor codes for segregated reporting
Integrated with Purchasing on-line, real-time
Pay on receipt with flexible terms, without invoice
Integration to G/L for online validation
| 10
Available
Duplicate payment protection
Check print security
Payment history by vendor
Payment deferral/selective paying
Recurring payments
Supports multiple bank accounts
Manual payments
Multiple currency support
Interface with product cost for standards/actual/variance
Auto check number assignment by company
ACH payment capability
User-defined inquiry capability
Standard distribution by vendor/default acct number
Forms type, by payment type, by company
Multiple user-defined payment terms coding
Payment cycle, user defined
Monthly A/P close on-demand
Project expense tracking
Check reconciliation
System purge functionality, ease of use
| 11
Available
Generate monthly accruals for received-not invoiced
Check/invoice cancel
PO number search
Invoice number search
Vendor name and number search
Multiple POs on one invoice
Reporting
User friendly and flexible report writer
Require flexibility within reports
Accounts Receivable aging reports by vendor
Accounts Receivable aging reports by customer
| 12
Engineering *S = Standard | M = Mod | E = Extension | NA = Not
Available
Item Master
Up to 30 character item number any format
Provide support for item revisioning
Provide check out/check in processing for engineering data
Support engineering change control
Allow drawing and instructional documents to be linked to the

item
Bills of Materials
Multiple level bill of material maintenance
Single and multi-level explosion query
Single and multi-level where used query
Optional duplicate components for same parent
Attaching operation integrated with work orders
Automatic low level control processing
Ability to add comments
Ability to include document attachments
Ability to copy bills of material
Check out/check in maintenance

Available
Routings
Multiple operations per routing
Unique routings per plant
Alternate routings
Plant, department, work center and machine definition
Fixed and variable overhead amounts can be defined per work

center
Labor time and machine time definition per operation
Separate setup vs. run times
Grouping capability for scheduling
Multiple tools defined per operation
Skill needed per operation
Link operations for cellular labor backflush
Queue time definition per operation
Sequential and parallel path scheduling
Notes per operation
Document attachments per operation
Ability to copy all or a portion of routings
Ability to resequencing operation numbers

Available
Product Configurator
Specify features and options with inclusion/exclusion rules
Generate a custom bill of material based on options chosen
Generate a custom routing based on options chosen
Perform calculations to define pricing, run times and quantities

needed
Reduce the proliferation of unique item numbers
Allow tables to be defined to perform lookup functions
Allow images to be used for option selection
Allow option images to appear on customer quotations

Allow comments to be generated based on
configuration options chosen
Support dimensional calculations to drive manufacturing instructions
Support mandatory and add-on options
CAD Integrations
Create and update item data from CAD drawing data,
including attribute data
Create and update bill of material data from CAD drawing data
Provide bi-directional integration with CAD systems for
item master data
Integrate with SOLIDWORKS 3D and PDM
Integrate with AutoCAD and Inventor
Provide a view of pending changes prior to doing the update
Automatically update the links for viewing drawings
Allow option images to appear on customer quotations

Purchasing & *S = Standard | M = Mod | E = Extension | NA = Not
Available
Manufacturing
Purchasing
Ability to drop-ship orders directly from vendors to customers
Based on demand, automatically create requisitions or purchase

orders
Segregate purchases by buyer
Vendor purchasing history
Provide order point control capabilities

Automatically send supplier the purchase via email or fax with
ability to store vendor confirmation
Return to vendor capability including shipping paper
generation
Detailed variance analysis on purchase price costs
Purchase price variance

Month end – need online capabilities to determine which
items generate variance
Requisitions integrated with Purchase Orders
Provide detailed vendor history to include vendor
performance, actual purchases, what purchased and how
much purchased
Job costing capabilities
Automatically receive components into inventory

Provide inventory reorder point capabilities based on
specific part number
Automatically generate purchase order based on multi-level
electronic approval
Automatically calculate order amount based on requirements,
with ability to override
Issue blanket Purchase Orders

Available
Manufacturing
Separate suppliers by commodity code so can report as annual
spend, individual price and quantity
Terms and conditions of Purchase Order in master file and
printed on PO
Need to identify items that are received but not voucher
produced from the AP system for accruals
Performance standards and measuring of delivery time-frames
Online three-way match – purchase order, receiving
record and voucher
Interface to G/L and budgets
Cross reference with vendor item number
Vendor lead times
Multiple vendors for an item with a primary identified
Identify items for inbound inspections
Multi-currency system
Alternate vendors
Ability to identify a vendor to a product
Multiple vendors / item
Multiple order types (regular, blanket, outside vendor)
Automated A/P integration
Ability to identify amended PO

Available
Manufacturing
Vendor quotations
Vendor quotation system
Ability to tie items to vendors
Dates of Specific Quotes
Create and send RFQs electronically to vendors
Quote per Unit of Measure
PO/Invoice reconciliation
Preferred Shipping Method by Vendor
Agreed Upon Cost Per Unit of Measure, by Item, by Vendor
Purchase history
User notes by PO
Notes per item, vendor, etc.
Unlimited PO Line Comments
Vendor history by item
Pricing history by vendor and item
Approval online
Integrated Receiving
Quality Inspection Required Flag
Print Bar-Coded Receipt Tag
Multiple releases per Blanket
Specify Due Date on PO Release Line
Requisition System

Available
Manufacturing
Auto convert requisition to PO
Requisition Inquiry by item, buyer, vendor
3-Way Matching (PO, Invoice, Receipt)
Vendor Payment Terms
PO Inquiry by Item, buyer, vendor
Multiple PO/Receipt UOM Conversion
Multi-Line Receipt Function
Vendor Statistical/Analysis
User defined field for Account #

Replenishment driven by sales orders and forecasts resulting in a
demand for specific items on specific dates
Final assembly work orders pegged to the sales order
Inventory Control
Ability to drill down to an item basis
Utilize the system for cycle counting, in real-time
Track inventory by bin, and/or lot, and/or serial

Track inventory levels to include what specifically was on an
order by customer
Multi-warehouse/inventorying capabilities
Need access to real-time inventory balances
Need rolled-up inventory valuations

Available
Manufacturing
Automatically scan product
Ability to handle partial shipments
Manufacturing – track on-hand quantities
Warehouse / Distribution
Physical inventory
Supports RF devices
Cycle counting
Integrate with GL
Supports RF devices
Select items by ABC turnover analysis
Alternate units of measure
Selling, purchasing, stocking
Conversion factors for all
Finished goods
Reporting m mechanism online
Ability to transfer issues
Automatic Data Collection (barcode/ RFID)
Back flushing to record Labor
Back flushing to relieve inventory
Ability to report non-stocked items
Real time inventory transaction processing
Multiple company/warehouse/location/division

Available
Manufacturing
Ability to separate products by company, division, warehouse,
location
Separate inventory (i.e. quarantine)
Inventory usage history
Inventory by Item
Tracking by Bin, Lot and/or serial #s
Inventory by location
ABC analysis
Transaction history with audit trails
Customer ship date on Final Assembly Work Order
Internal Due Date on Final Assembly Work Order
Ability to maintain product attributes
Barcoding and handheld devices for paperless inventory control
Commodity codes
Electronic Data Collection
Barcoding of finished goods
Barcode, pick list, receiving
Support RSF automatic data collection
Barcoding of Labor Tickets
Barcoding of Work Order
Product Groups assigned to Profit Center

Available
Manufacturing
Receiving / Shipping
Approval authority for requisitions
Scan inventory automatically entered into the system
Automated comparison of Purchase Order to receipt (bill-of-

lading)
Freight charges/method captured when product received and goes
into normal receiving window and close out PO and invoiced
PO closed when product fully received and invoiced
Items identified for inbound inspection
Scan shipments prior to leaving the plant
Return Material Authorization (RMA)
Inspection of Shipments
Internal Transfers and Customer Returns
Consolidated shipments (BOL, packing slip, labels)
Carrier override
Override shipment stock location
Barcoded stock location transactions
Warehouse transfers
Integrated cycle counting to update actual(s) at anytime
Ability to view inventory sale for the day
Mobile RF Devices and Barcoding in real-time
Auto-generate barcoded package labeling
Proforma invoice (goes w/shipment) & invoicing

Available
Manufacturing
Third party shipping, additional address
On Demand release of picking lists (interface with RF equipment;
reprint of packing list)
Immediate release of picking lists for rush orders
Segregate EDI invoices for optional printing
EDI shipment notification
Picking lists must contain date and time
On Demand reprint of picking list
Ability to record and track off bill freight
Display freight charges on invoice
Reporting
Standard costing with detailed variance reporting
Open order reporting by salesperson, customer and item

Job costing reports to include all sub contractors, expenses, etc.
that are assigned to a job/customer
Run report based on carrier with shipping information and cost of
that shipment
Shipping schedule date report, primary option would be delivery
date
Provide date specific sales report items – shipped and invoiced
Ability to attach orders to an e-mail
Backlog reporting for the month

Provide backlog reports in customer alphabetic order with the
following information: order number, job name, dollar amount,
requested and promised ship date

Available
Manufacturing
Automatic shipping report – date, order number, customer,
dollar amount, ship date, delivery date, on-time and out-
of-stock
Material Requirements Planning
MRP by plant
Integration to Purchasing
Ability to generate P.O. on demand
Ability to generate MRP Action Messages
Automatically convert messages to PO or WO
Outstanding order report on demand
Print production schedules
Work center, by item, by due date
Performance reporting
Capacity Requirements Planning
Plant capacity planning
Plant calendar
Plant floor calendar by work center
Schedule constraints for components, labor skills, and tooling
Multiple calendars, by company or plant
Ability to perform "What If' scheduling without affecting live

system
Ability to define a planning horizon date

Available
Manufacturing
Manufacturing Orders
The master production schedule, material requirements plan or
sales order activity generates manufacturing orders
Various status choices allow for flexible control over all orders -
choose from quote/estimate, planned, firmed, hold or cancel
The ability for manufacturing order calendar to view production
activity by plant or manufacturing order of a user-specified date
range for easy visibility of production activity
Generate pick lists and manufacturing order routings to be edited
"on- the-fly" to accommodate special production
considerations
Estimated labor, machine and material resources, including costs, to
be immediately calculated for each order that is processed
Automatic Material Shortage Checking
Support discrete, repetitive and mixed-mode environments
Ability to enter work orders manually or released from MRP
Support for expense, rework and final assembly work orders
Component availability checking and ability to substitute items

Daily production scheduling by item, site, and production line
available online, in real-time
Finite loading and forward scheduling for production line
schedules
Integration to MRP Planning for detail scheduling
Optional barcoded pick list for stocking point-of-use locations

Component back flush from inventory or point-of-use in discrete
or repetitive environments
Cumulative item cost and work center productivity reporting
Permits entering an entirely custom production Bill of Material
for a work order

Available
Manufacturing
Ability to cancel a work order not yet released to the floor
Ability to assign work order operations to employees based on

skills
Allows for receipt of finished assemblies from the production floor
into inventory and optionally fill shortages for other orders
Ability to "unreceive" a finished assembly if a production receipt
was entered incorrectly
Retain production Bills of Material information for all work orders
until year-end when you can choose to purge old completed
work orders
Online dispatch capabilities allow management to manage schedules
and redirect shop floor activities in a controlled and automated
manner
Prioritized tasks are dispatched to specific work centers as
approved, delivering a real-time, online dispatch list
Product tracking all the way back to raw material
Automatic move to next operation
Rate and usage variances for both labor and burden
Multiple user-defined reason codes on scrap reporting
Single transaction to issue components to a work order
Optional back flushing of components
Detailed history maintained for all material, labor and cost

transactions

Sales *S = Standard | M = Mod | E = Extension | NA = Not
Available
Sales Analysis
Analyze the lead generation process to include the number/percent
of leads followed up on and the timeframe
Sales by state broken out by product category
Ability to view bookings detail by salesman by product

Provide detailed and summary sales reporting by customer,
product category, item, invoice date, sales report and
customer type
Run sales reports month and year-to-date or view last twelve
(12) months running
Ability to run reports for specified/different periods
Total product quantities for any sales reporting

Ability to run sales bookings reports based on date ranges as
well as specific or non-sequential
Provide daily open order reporting
History by customer
Salesperson reporting online - ability for salespeople to
review reporting for their territory online
Reporting Option
By Warehouse
By Customer
By Product Group
Open order reporting
Online order information
Open orders
Order history

Available
Shipment history
Online Pricing structure - List, Discounting
Contact management system
Clients, Contacts, Activities, (One-to-Many)
User-define Categories of Contacts
Sales performance reporting
Commission tracking
Commissions based on customer payments
Against Credits & Returns
Quotation Analysis
Customer Returns by product
Customer Returns by customer
Customer Relationship Management
Capture product data by customer to better understand buying

habits
Ability to track individual customers from pre-sale (i.e.,
prospect) through the development of product
Ability to track warranty information which includes freight and
the ability to tie a customers order to a particular lot
Provide lead forwarding capabilities
Track leads that have been distributed to dealers to determine

results
Measure the performance of converting leads into business
Track and measure advertising campaigns

Available
Provide full lifecycle tracking of a prospect/customer from lead
generation campaign (i.e., advertising, direct mailing, etc.) through
order creation and fulfillment
Generate leads directly from website
Capture and profile all necessary information about a customer
Ability to track in-house versus contracted projects

Provide sales management capabilities to help/coach so Regional Sales
Managers can follow-up on leads
Ability to track leads through the quoting process
Tracking leads provided to a dealer and ability to analyze success
rate or history
Ability to track conversations and call history with customer
Pricing history – pull order to check prices to include what quoted
last time
Centralized information – product performance and
specification history
Call history by client (visits, phone calls, etc.)
Automated updated pricing schedule
Product and inventory on-hand/availability
Access to dealer/distributor contact information
Information on items that are selling

Contact management capabilities to schedule appointments and
phone calls
Tickler file to remind activities/calls, etc.
Import leads from Excel, such as from a trade show
Track web page activity and use to qualify web leads

Available
Marketing email designer and ability to do mass emails
Unlimited contacts
Sales Reporting
Simple commission reporting
Provide daily reports

Order *S = Standard | M = Mod | E = Extension | NA = Not
Available
Entry Requirements Availability* Comments
Quotations
Provide capabilities to quote jobs directly
Provide ability to quote configured products with images and text
Track quoted price against the actual price
Ability to see quote number when submitted
Automated estimated cost sheet

Allow management access to estimated cost sheet to approve
and automatically generate invoice
List Prices
By Item, Product Line, Job, Customer
Multiple Price books w/ Quoted Discounts
Multiple price levels and discounting by customer or product
Prices by product, product type, customer, bill to or any other

qualifiers
Maintain quote revisions
Reason codes for quotes lost
Email quotes directly
Order Entry
Web site integration using industry standard API technology

Integration to support Internet sales available to general public
w/ credit card processing capabilities
Maintain history on selling price changes
Needs to be a link between the order entry system and the ERP
system
Ability to verify and track orders to include the details of the
Bill-of- Materials was complete
Available
Access to backorder items – sales advisors need to know what is
and is not available
Access to product shipment information, specifically what
can be shipped
Online order entry for the independents along with
immediate order acknowledgement
Automated lead time notification to the Sales Associate
Automated acknowledgements for the customer

Allocate product based on future lead time, if the ship date is
after the lead time
Back order the product when don’t have it in stock or it is earlier
than the lead time
Identify for the Sales Associate the specific warehouse the product
is currently inventoried
Tie the order number to inventory to query the system to
determine if the item is not available
Electronically image the packing list, pick ticket and the Bill-of-Lading
Multi-warehouse visibility so inventory position is understood
continually and the inventory can be accounted for in multiple
locations
Multi-warehouse transaction capabilities so can fulfill orders
from wherever the product can be obtained
Customer order lookup by various wild card search options
Support progress billing based on milestones with notifications
Ability to manually override allocations

Stop allocation if there is a credit issue or the credit limit
has been exceeded
Electronically send an e-mail or fax P.O. to a vendor
Credit – All orders need to clear credit before a Pick
Ticket or Bill-of-Lading is printed

Available
Provide credit review capabilities that require an order to be
reviewed before it can be released
Ability to roll up quantities up to next even number based
on defined rules
Automatically generate picking ticket
Ability to enter a tracking or pro number

Automatically generate e-mail or fax with order confirmation
number, purchase order, ship-to address, carrier, track/pro
number
Automatically convert a quote into an order
Lockup (Credit hold) so order can not be processed without

approval
Ability to change the shipping address in the master file
Product code number look up
Automatic order acknowledgement sent/e-mailed to customer

Streamlined order entry with system check to minimize the
amount of individuals that need to review
Integrated with Quotations
Integrated with Accounts Receivable
Integrated with Sales Analysis
Integrated with Inventory Accounting
System generated Sales Order number with at least 6 positions

Separate fields for name, address, city, state, zip (9
pos.), county, country
Address field, 4 lines of information
Ability to handle international addressing and Canadian ZIP (7

Alpha)

Available
Entry
Multiple order types (User-defined) (Scheduling,
Pricing, Customer Type Rules)

Available
Request, scheduled, actual date per order line
Customer Order header dates roll over to Line Items, with

overrides
Unlimited lines per order
Blanket orders scheduling / releases
Order acknowledgments
E-Mail
Detailed w/Discounting
User hold by order, (User-defined Reason Code)
Credit hold reporting

Unlimited comments (customer level, order level, item level,
line comments)
User-Defined Comment Print Codes (ACKN, INV, PICK)
Price increases (with effective dates)
Multiple discounting methods (by line and/or order)
Contract pricing
Cash-in-Advance orders
Customer P.O. (25 positions) tracking system
Special charges (freight, handling)
User-defined charge codes
Allow freight to be automatically calculated
Supports drop shipments

Available
Alternate products (old part # / new part #) with effectivity dates
Complementary product prompting during order entty
Auto credit hold/optional auto release

Secured option to release credit holds on-line on one screen by
Credit Manager
Invoice only, credit and debit memo creation
Same day order and shipment
Credit memos
User defined reason codes
Tie to specific invoice
Reference Sales Order
E-mail interface
System generated and distributed
Integrated with Inventory Accounting
Integrated with AR
Integrated witInh Sales Analysis
Allocated inventory with override - allocate by line (real time)
Online order history with ship data.
By item
By bill-to, ship-to customer
By invoice
By date range

Available
Online, real-time product availability checking
Stock status inquiry
Order status online inquiry
By order status
By division / territory
By warehouse
By bill-to, ship-to customer
By item
By invoice
By date range
By customer PO#
By tracking number
Online access to production schedules (plus cell capacity &
load; ship date)
Cannot add to order after order fully shipped & invoiced
Query of inventory for product availability during order processing
Visibility of available to promise during the creation of sales

orders
Order hold based on credit limit or aging information
Customer Accounts
Track on-time delivery and order accuracy

Need a comprehensive warranty database that is linked to
and integrated throughout the manufacturing process
Capture notes/conversations – need to maintain the
history of conversations

Available
Complete integration of information (process steps) between
Sales Associates and Manufacturing
Automated/Electronic notification that an order is running late
Manufacturing – picking should be sequenced by date and priority.

Access to all pertinent customer information (including status,
amount shipped, etc.) so Dealer’s questions can be answered in a
timely fashion
The ability to trace a sales order back to raw materials
Lead-time adjustments based on orders and capabilities
Reporting
Accurate and complete information on delivery of system/product
to a customer
Ability for Sales Advisors to look into (query) how an order is
progressing (anywhere in the process), including products on
backorder and ultimately when those producs are coming in
Open order reporting that provides breakdown reporting to
allocate major pieces and sub-pieces
Inventory reports that show future buckets by month based on
promise date compared to prior year by product category
Standard ranking – sales and gross profit by customer
Customer service order reporting – ties different information points
to an order (customer number, customer type)
Detailed open order reporting (customer, product, salesperson)
Extensive Ad-hoc reporting capabilities
Detailed reporting with more selection criteria

Available
Order Modifications
Change dates
Change quantity
Change price
Change/add messages/comments
Change Line Items
Add lines
Close/delete sales order line
Freight terms/carrier
Change address (ship to only)
Change Order Types (Reset Order Status, Re-Price, Reschedule

Order)
Change source warehouse
Implement optional acknowledgments
Cancel a transaction at any time

Implementation, Services & *S = Standard | M = Mod | E = Extension | NA = Not
Available
General Requirements Availability* Comments
Implementation
Review of implementation plan
Provide requirements for successful implementation
Provide data conversion guidance and strategy
Incorporation of historical information in new system
Assistance in assigning roles to staff for implementation

process
Ongoing Support Services
24/7 phone coverage
Online knowledge base
Process knowledge consulting
Complete upgrade application
Ticketing system for issues
Security
User authentication tied to MS domain name

System and application controls ensure that users are
granted permissions to view/update based upon the
user's role
Permissions based on both group and user permissions
Ability to apply user permissions to external access with ODBC/SSRS/
Excel
Provide different access for the same user across multiple
companies
Ability to store information concerning a person accessing the
system from a control perspective (to provide an audit trail for
entries and changes) for key master files

Implementation, Services & *S = Standard | M = Mod | E = Extension | NA = Not
Available
General Requirements Availability* Comments
Ability to provide the following password features:
. Not displayed on terminals or reports
. Requires a minimum user ID and password length

Ability for security administrator to disable or reset the log on ID for
any user
Allow for alpha-numeric passwords
General
User-definable dashboards with drill-downs
Custom metrics on user's dashboards with drill-downs
Flexible querying built into main forms
Ability to export to excel from built in querying tools
Support MS/SQL database
Provides ODBC access for external tools like Excel
Real-time exception notifications including email and text

messages
Ability to add unlimited user definable fields to master files
Ability to change screen layouts without programming
Summary and detailed business metrics


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Industrial Manufacturing ERP

Request for Proposal Template

› Vendor Info 5 » Capacity Requirements Planning 24

› Accounting 6 – 12 » Manufacturing Orders 25 – 26

» Accounts Receivable 6–8 › Sales 27 – 30

› Engineering 13 – 15 › Order Entry 31 – 38

» Item Master 13 » Quotations 31

» Bill of Materials 13 » Order Entry 31 – 36

» Routings 14 » Customer Accounts 36 – 37

» Product Configurator 15 » Reporting 37

» CAD Integration 15 » Order Modifications 38

› Purchasing & Manufacturing 16 – 26 › Implementation, Service & General 39 – 40

» Inventory Control 19 – 20 » Ongoing Support Services 39

» Warehouse / Distribution 20 – 21 » Security 39 – 40

» Receiving / Shipping 22 – 23 » General 40

Industrial Manufacturing ERP Request for Proposal Template | 3

Industrial Manufacturing ERP Request for Proposal Template | 4

Legal Entity Name

ESG & Diversity

Industrial Manufacturing ERP Request for Proposal Template | 5

Apply payment to a specific invoice on a customer statement

Automatically add freight charges to an invoice

Freight charges integrated with the invoicing system

Invoice for only what has been shipped

Invoice from multiple warehouses

Invoice for progress payments

Ability to enter notes before/during invoicing

Ability to set credit and overdue limits

Viewed aged receivables on demand by detail or summary

Automatically print a back order report for shipping personnel

Ability to schedule credit follow-up call

Handle invoice versus payment difference

Hold orders at time of entry, pick ticket and shipping

Ability to create total invoice, credit, & debit memo in AR

All items by invoice number

All items by date

All items by Sales Order

Credit memos reference invoice number

Credit memos reference order number

Deductions & write-offs reference invoice number

Ability to review cash application prior to accepting

Automatic cash application

Apply partial payment to a specific invoice

Ability to record customer deposits and progress billing

High credit information – notification to accounting

Ability to adjust terms on specific orders (promotional offers)

Aging Reports by customer name

Ability to import journal entries, i.e.; payroll distribution files

Track project costs in a user-friendly way

Ability to drill back to sources for AR and AP distributions

Ability to download information into Excel

Track cost history

Third party EDI integration

Interface with third-party payroll software

Recurring transactions for repetitive entries (i.e., accruals, etc.)

Cost-of-goods-sold booked automatically

Standard journal entries

User-defined calculations for recurring J/E