How to use this document: Benefits of ERP Research:

1. This document contains a series of generic ERP functional and non-functional

requirements. These requirements should be edited, deleted and customized to the 1. Find the best ERP vendors and partners for your needs, faster.
needs of your particular business or industry.

2. Each page contains ERP requirements for different functional areas such as supply
chain, finance, production, supply chain and more. 2. Get the right ERP software and partner, the first time.

3. We recommend that you delete the sheets and requirements that do not fit your ERP
requirement and edit the requirements to your specific business needs based on 3. Accelerate the time to value by speeding up your ERP evaluation and implementation process.
interviews and polls with key stakeholders across your business.

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We recommend that you distribute your ERP requirements to between 4-8 ERP vendors
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Vendor Instructions
Vendors should complete the following capabilities worksheet by answering each question, based on the five possible answers below.

Rating Definition

Functionality not provided.

0 The software does not meet the requirements. If the required functionality is planned for a future release, please indicate the
timescale (month and year) in the Comments column.

Functionality provided; requires customized integration with third-party solution.

The vendor has established a relationship with a business partner to provide this functionality, but it needs customizing or
1 working around in order to be deployed as an integrated solution. Identify any areas where modification will impact the
application upgrade path.

Functionality provided by the vendor, but requires customization or PaaS extension.

The functionality can be accomplished with the vendor's products, but some customizing or working around is required. For
2 ERP applications delivered as cloud services (which therefore cannot be customized), the functionality would be provided by
building an extension using platform as a service (PaaS) capabilities provided either by the vendor or a third party. Identify any
areas where customization, modification or extension will affect the application upgrade path.

Functionality provided by seamless integration with third-party solution.

The vendor has established a relationship (e.g., as an OEM) with a business partner to provide this functionality, which is fully
3 integrated (in terms of data, process and application) with the proposed solution and requires no customization or integration
development. Give the name of the recommended application.

Functionality provided as standard.

4 The software fully supports the requirements, and the vendor provides the functionality from its own codebase. No
customization or work-around is required. Some configuration may be required, but this should not be significant or complex,
should not add significantly to the implementation timescales, and should not affect future upgrades.

The Comments column is provided for clarification, when necessary.

By answering a question affirmatively, the vendor agrees to support such capabilities within the product. `
ERP Request for Proposal
General Finance
Vendor
Criterion Description Response
Dashboard style capability with email alert options where action is 1
required
Provide reporting for KPI's e.g. based on overdue receivables, Standard KPI reporting for Finance should be shared by supplier 1
customer query volumes, etc
Option to restrict access to journal based on role, value, posting 1
period, accounts and type of journal
System to provide Full audit log on master data and transactional 1
data changes on all master and transactional data, supporting
exception reporting on changes, and patterns outside of norm
Need to meet financial reporting and filing obligations in all operating Specifically covering (but not limited to) USA, UK, France, Germany, 1
markets Italy, Spain, Canada, UAE.
Multi Country/Currency setup USD, GBP, Euro. 1
Centralised master data creation across entities Single version of all Finance Master Data across all companies for 1
Cost Centres, Account Codes, etc.
Roles Based Access Control based upon roles and permissions Segregation of Duties across all functionality. 1
within Finance to allow to demonstrate SOX Controls Example - Role based month/quarter end controls
Creation and Management of Suppliers using Workflow and User Include the use of email alerts and KPI reports to monitor Supplier 1
Roles Status
Creation and Management of Customers using Workflow and User Include the use of email alerts and KPI reports to monitor Customer 1
Roles Status
Total Score 10
Total Possible Score 40
1.25
Standardized Score (normalized to range 0-5)
ERP Request for Proposal
Cost Accounting
Vendor
Criterion Description Response
Stock should be valued using Standard Costing method 1
Purchase Variance should be captured and available for reporting 1
WIP Variance should be captured and available for reporting 1
Range of utilisation variances should be captured and available for e.g. PPV, MUV 1
reporting
Standard cost for purchased items should be based on purchase 1
price and other agreed cost types
Standard cost for manufactured items should be based upon the Ability to view based on standard batch sizes and lot sizes 1
material costs of the BOM and operation costs of the Routing in
addition to other agreed cost types
Total Score 6
Total Possible Score 24
Standardized Score (normalized to range 0-5) 1.25
ERP Request for Proposal
Fixed Assets
Vendor
Criterion Description Response
Register, Classify and Manage fixed assets Including integration with Capex budgets, actual spend and GL 1
accounts:
-acquisition
-retirement
-disposal
-depreciation (multiple methods, inluding local requirements for
Accelerated Depreciation)
-write up/down
-asset location
-tax calculations

Fixed assets and Purchasing modules are integrated for the 1

purposes of purchasing capital items
Full Finance integration Ability to integrate the Fixed Assets module with the General Ledger, 1
Purchasing/Receiving, Contract Management and Accounts Payable
modules. All to be done in real-time.
Ability to assign assets to cost centres so that costs (e.g. 1
depreciation) would be automatically charged to the correct cost
centre
Ability to run reports on fixed assets 1
Total Score 5
Total Possible Score 20
Standardized Score (normalized to range 0-5) 1.25
ERP Request for Proposal
Accounts Payable
Vendor
Criterion Description Response
Concur integration for staff expenses Ability to integrate with expenses tool to create AP invoices for staff 1
expnses
Automated solution for scanning and processing inbound purchase Ability to scan an invoice, interpret data, and create an invoice entry 1
invoices and use workflow for approval if not native via integration to 3rd party
Three way matching (Req/Order, Goods Receipt, Purchase Invoice) Three way matching between Operations and Finance (for goods) 1
with built in tolerances, defined for individual departments
Two way matching (Req/Order, Purchase Invoice) with built in Two way matching between Operations and Finance (for services) 1
tolerances, defined for individual departments
Vendor payments and remittance management (inc. 1
EFT/BACS/SEPA integration)
Account classification for reconciliation 1
Auto calculate payment due date from receipts of goods/services of 1
invoice
Generate payment runs and remittance advise in efficent and System generated payment runs based upon payment terms and 1
controlled way open invoices
Ability to process non PO invoices 1
Ability to idenifty, flag and report duplicate invoices Create alerts and reports for duplicate invoices 1
Ability to handle currency conversion 1
Generate electronic remittance advice for all payments made to 1
suppliers
Solution can generate Aged Creditors listing, at a summary or 1
detailed level
System should provide tax functionality Local requirement in some EU countries (e.g. Italy and Spain) need 1
to be supported
Total Score 14
Total Possible Score 56
Standardized Score (normalized to range 0-5) 1.25
Comments
Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Comments
Enter only values 0,1,2,3,4
Enter only values 0,1,2,3,4
Enter only values 0,1,2,3,4
Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Comments
Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Comments
Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4
Enter only values 0,1,2,3,4
Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

ERP Request for Proposal
Procurement
Vendor
Criterion Description Response
Consistent purchase to pay process for all goods, services and Consistent purchase to pay process for all goods, services and 0
operations operations
Create and Manage Approval Hierarchies with Workflow control Control of purchasing approvals done with approval hierarchies 0
applicable by cost centre
Lot Tracking and cross-referencing to vendor/manufacturer lot Assignemnt of unique Lot Number upon receipt and reference this to 0
numbers vendor Lot Number
Sourcing and Contract Management Sourcing and Contract Management integration with contract system 0
(the current system is under review)
Create and Manage Vendor Schedule Agreements used for planning Management of delivery schedules for inbound purchased items 0
Call off / blanket order capabilities i.e. consulting agreements adhoc basis 0
Three way matching (Req/Order, Goods Receipt, Purchase Invoice) Three way matching between Operations and Finance 0
with built in tolerances, defined for individual departments
Role based controls around amending PO data i.e. ability for defined users to adjust quantities upon receipt 0
Ability to create and manage multiple addresses for suppliers Ability to hold multiple addresses for a supplier with different functions 0

Rebate functionality based upon threshold spend Rebate functionality e.g. periodically paid based on threshold spend 0
Early Setllement and Discounting Provide early settlement and other discount functionality 0
Artwrork revision number visibility during purchasing and goods 0
receipt from purchasing
Total Score 0
Total Possible Score 48
0.00
Standardized Score (normalized to range 0-5)
Comments
Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4
Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4
Enter only values 0,1,2,3,4

ERP Request for Proposal
Project & Portfolio Management
Criterion
Project Planning
Task Management
Resource Management
Budgeting and Cost Control
Time Zone Support
Compliance Management
Forecasting
Risk Management
Knowledge Management
Workflow Automation
Mobile Access
Real-time Notifications
Portfolio Management
Dependencies Management
Find the best ERP software & partner for your project management requirements.
Vendor
Description Response
0
The module should provide tools for project planning, including project timelines, resource
allocation, and task assignment. It should allow for Gantt charts, PERT charts, or similar
visualizations to display project timelines.
0
Should allow for the creation, assignment, and tracking of individual tasks. Must support different
task statuses (like 'In Progress', 'Completed', etc.), due dates, and priority levels.
0
Capable of tracking and managing resources like labor, materials, and equipment. Should show
availability, allocation, and utilization of these resources.
0
Provide functionalities to set project budgets, track actual costs, and compare against the budget. It
should allow for real-time visibility into project financials.
0
The module should support multiple time zones for organizations that operate globally.
0
The module should assist in ensuring that the project is compliant with relevant industry regulations,
standards, and best practices.
0
The system should provide predictive analytics for forecasting project outcomes such as completion
dates, costs, and resource requirements based on current performance.
0
Allow for the identification, assessment, and monitoring of project risks. It should facilitate mitigation
planning and implementation.
0
Should facilitate the collection, organization, and retrieval of project knowledge, such as lessons learned,
best practices, and previous project histories.
0
Provide the ability to automate recurring tasks and project processes. This should reduce manual efforts
and streamline project activities.
0
The module should be accessible and fully functional on mobile devices, allowing remote access for
project members.
0
Should feature real-time notifications and alerts for task updates, project milestones, risk triggers, etc.
0
For organizations managing multiple projects, the module should include tools for project portfolio
management, including project selection, portfolio analysis, and strategic alignment.
0
The system should allow for the creation and management of dependencies between tasks across
different projects.
 0
Capability to manage multiple projects at the same time, with shared resources, and have a
Multi-project Management consolidated view of the status.
0
The module should assist in the development of contingency plans to manage potential project
Contingency Planning issues.
0

Include comprehensive reporting and analytics features. Customizable reports and dashboards
Reporting and Analytics should be available for tracking project performance and KPIs.
0

Feature collaboration tools for team members to communicate and share documents. Integration
Collaboration and Communication with popular communication tools would be beneficial.
Must seamlessly integrate with other ERP modules like Finance, HR, and Procurement. Should 0
Integration also support integration with external systems as necessary.
0
Access Control Capable of handling different levels of access for different roles in the project team.
Include document management capabilities for storing, organizing, and accessing project related 0
Document Management documents.
0
Provide functionality for tracking time spent by team members on individual tasks and overall
Time Tracking project.
0
Change Management Facilitate the process of managing change
Total Score 0
Total Possible Score 92
0.00
Standardized Score (normalized to range 0-5)
Comments
Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

ERP Request for Proposal
Production
Vendor
Criterion Description Response Comments
Create orders - convert approved 'MRP planned orders' to 'orders' Release of planned orders from MRP to Production 0 Enter only values 0,1,2,3,4
Order and Exception Message management (as recommended in Release of approved exception messages from MRP to Production 0 Enter only values 0,1,2,3,4
MRP) for manufatured items
Create orders manually using a validated BOM (based upon Create orders manually for unplanned manufacturing requirements - 0 Enter only values 0,1,2,3,4
effectivity dates and BOM status) and validted Routing defaults component items based upon correct and active BOM -
select the department based upon correct routing
Update production order items, quantities, components and dates Production Order Management controlled by roles and permissions 0 Enter only values 0,1,2,3,4
Recording of the receipt of materials delivered from warehouse to Material control between central warehouse and production line 0 Enter only values 0,1,2,3,4
work centre holding areas
Recording of the consumption of material against an order Transact the components used in production for each order 0 Enter only values 0,1,2,3,4
Recording of the output and yields from an order (including barcode Transact the outputs and yields for each order with barcode label 0 Enter only values 0,1,2,3,4
labelling) printing executed from the order
Recording of Actual time against the order Transact the time used against resources during production for 0 Enter only values 0,1,2,3,4
machines and people
Recording of additional inventory transactions within production areas Movement and adjustment of stock within the production areas for 0 Enter only values 0,1,2,3,4
standard operating conditions - Ad-hoc stock corrections when
necessary
Order control for Unreleased, Released Awaiting Batch Docs, Control of order with different statuses controlled by roles and 0 Enter only values 0,1,2,3,4
Released, Complete, Closed orders permissions
Barcode Labelling of manufactured product Generation and Printing of GxP barcode labels in production areas 0 Enter only values 0,1,2,3,4
Lot Tracking If item is setup for lot tracking, all transactions shoud be defined as 0 Enter only values 0,1,2,3,4
mandatory to input a lot number
Quality Release If item/lot is 'critical to quality' it will need to be qurantined until it has 0 Enter only values 0,1,2,3,4
been tested and then released if specification is achieved
Generate Work-To list Daily and Weekly work-To dashboards and reports for production 0 Enter only values 0,1,2,3,4
oversight - filter by production area
Facility cleaning matrix for campaign cleans Modelling of different clean-down times between batches and 0 Enter only values 0,1,2,3,4
campaigns for the same production area
Facility setup matrix for campaign setups Modelling of different setup times between batches and campaigns 0 Enter only values 0,1,2,3,4
for the same production area
Create and transact rework orders Create rework orders manually for manufacturing requirements - 0 Enter only values 0,1,2,3,4
components and routings can be created manually or defined with
BOM and Routing
Asset Management Control for Maintenance and Adjustment Cost of Ability to assign maintenance and spares item (costs) to a machine 0 Enter only values 0,1,2,3,4
Asset or facility as the Asset is serviced or repaired
Kanban and Re-order point planning for items which are non-MRP Create and Release of material items which are not included in a Bill 0 Enter only values 0,1,2,3,4
planned of Materials (i.e. consumables) based upon re-order point attributes
in a department
RF / Mobile Device usage for confirmations, goods receipts, returns It should be possible to execute all material transactions using mobile 0 Enter only values 0,1,2,3,4
etc device (in addition to PC)
Manufacturing date Management Automated generation of manufactruing date and associated expiry 0 Enter only values 0,1,2,3,4
date. Adoption of manufacturing date between separate
manufactured and packaged orders
Control and audit trailed master data creation / change workflow - 0 Enter only values 0,1,2,3,4
BOM, Routing etc
Production Order closure / material reconcilliation 0 Enter only values 0,1,2,3,4
Staging of materials for production 0 Enter only values 0,1,2,3,4
Returns from production 0 Enter only values 0,1,2,3,4
Artwork Management Version control of artwork updates and effective date tracking and 0 Enter only values 0,1,2,3,4
run-down functionality of replaced version and method of
identifications and restriction of batches of old versions during
version change process

Total Score 0
Total Possible Score 104

Standardized Score (normalized to range 0-5)

ERP Request for Proposal
Toll/Contract Manufacturing

Criterion Description Comments

In addition to internal production requirements, For Contract 0
Manufacturing the following Use Cases need to be met:
Validate CMO output versus purchase order Ease of use for identifying and transacting CMO orders through 0 Enter only values 0,1,2,3,4
purchasing and production
Receive order updates electronically (output/consumption/batch) and EDI or similar capabilities 0 Enter only values 0,1,2,3,4
ingest into new platform
Lot Tracking If item is setup for lot tracking, all transactions shoud be defined as 0 Enter only values 0,1,2,3,4
mandatory to input a lot number
Total Score 0
Total Possible Score 16
Standardized Score (normalized to range 0-5)
ERP Request for Proposal
Quality
Vendor
Criterion Description Response
Supplier Qualification for quality control of critical items Controls over suppliers providing items which are 'critical to quality' 1
Use agreed sourcing rules subject to Approved Supplier & Some items are purchased from agents on behalf of multiple 1
Manufacturer (AS&M) setup - AML / ASL manufacturers - for 'critical to quality' items that are bought through
agents, the system should also know who the approved manufacturers
are

Use agreed sourcing rules subject to Approved Supplier &
Manufacturer (AS&M) setup - AML / ASL
Batch and location Statuses
Check and Goods receipt of correct supplier / manufacturer 1
It should be possible to control the transactions of all lots based upon a lot 1
status of 'Quarantine', 'Blocked', 'Released' and be able to split batches
and control container/partial lot status based on locations

Manage an Expiry Date against a specific batch/lot - Batch Expiration Ability to record an expiry date against a specific lot and set the lot status 1
and Re-Test control to 'Quarantine' or 'Blocked' if that date is past (or approached)
Manage a Retest Date against a specific batch/lot Ability to record a retest date against a specific lot and send alerts when 1
the date is past (or approached)
Qurantine control of purchased and manufactured items Items that are 'critical to quality' should be received into stores with a 1
default lot status of 'Quarantined' to prevent transaction prior to quality
inspection (and subsequent 'Release')
Quality Release (batch disposition) Functionality to release or disposition a batch - allow full or partial batch 1
release process
Quality Release (batch disposition) Generation of a COC - certificate of conformance / COM - certificate of 1
manufacture at point of disposition
Quality Release (batch disposition) The ability to Quality Release a lot should be controlled by the use of rules 1
and permissions (for example a Finished Good can only be 'Released' by
a QP function (not QA or QC))
Lot Geneology of all manufactured items The ability to tracke and review the lots (of components) that were used in 1
every manufacturing process and to review all levels within the BOM for
'lot used' information
Recall Management for Finished Goods Ability to dentify which customers have been sold which lots for customer 1
recalls
Sample Management Ability to store (and track) retained samples that have been kept for future 1
analysis testing
Derivation of characteristics from one batch to another Allow passing of inspection or other batch specific characteristics from 1
one batch to another - from procured to manufactured or manufactured to
final product etc
Management of controlled substances Identification, Management and Reconcilliation of consumption of 1
controlled substances
Potency management Allow adjustment of order BOM quantities based on potency of an active 1
or excipient material - allow adjustment of the potent material quantity and
adjustement of other non potent materials to fit the potency of the potent
material

Total Score 15
Total Possible Score 60
1.25
Standardized Score (normalized to range 0-5)
Comments
Enter only values 0,1,2,3,4
Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

Enter only values 0,1,2,3,4

ERP Request for Proposal
Supply Chain Planning

Criterion Description
Global Demand Planning (Forecasting) Statistical Forecasting Interface with existing demand planning tool (Anaplan)

Master Production Scheduling and Rough Cut Capacity Planning For Finished Goods based upon Forecast

Finite Scheduling across internal and external work centres (Contract
manufaturers)
Intercompany Distribution and Transportation planning
Scenrio and What-if Planning
Capacity constrained MRP based upon forecast and sales orders
Planning across European and Global warehouses for replenishment into each
market
Scenario planning supported with multiple MRP iterations

Consumables planning (NOT exploded through BOM) Safety Stock and Re-order Point planning

Planning exception handling Ease of use for changing an cancelling orders recommended by MRP

Nettable and Non-Nettable stock location Some stock locations should not be visible to MRP

Nettable and Non-Nettale item statuses Items with certain statuses should not be visible to MRP

Graphical Planning capability to review and update production orders Ability to manage production order start/end dates using a graphical
representation across all work centres
Planning of Quality function during QC/QA tasks (which impact stock availability Wait and Testing time for purchased and manufactured items to be defined at
for purchased and manufatured items) item/SKU level
Product Lifecycle Management: R&D to Manufacture Management of material master status based on product lifecycle

Total Score
Total Possible Score

Standardized Score (normalized to range 0-5)

ERP Request for Proposal
Supply Chain Purchasing

Criterion Description

Create Purchase Requisitions for review and approval - convert approved Control of approvals done with approval hierarchies
requisitions to purchase orders
'Planned Order' management (as recommended in MRP) for direct purchase Release of planned orders from MRP to Purchasing
items
Order and Exception Message management (as recommended in MRP) for Release of approved exception messages from MRP to Purchasing
purchased items
Update purchase order items, quantities, prices and dates PO Management controlled by roles and permissions

'Release Orders' to vendors Control of approvals done with approval hierarchies. Order is only valid when
all approvals are executed
Send electronic purchase orders to vendors via email Send a released PO to a vendor based upon vendor contact details setup

Send electronic purchase orders to vendors with integration to vendors systems EDI or similar capabilities

Call off orders / Blanket purchase orders for direct and indirect items
Lot Tracking and cross-referencing to vendor/manufacturer lot numbers
Quality Release
Return to Vendor
Call off orders that allow multiple shipments/receipts to be created up to the
level approved on the order
Assignemnt of unique Lot Number upon receipt and reference this to vendor
Lot Number
If item/lot is 'critical to quality' it will need to be qurantined until it has been
tested and then released if specification is achieved
Reverse Logistics for Vendor Returns

Use agreed sourcing rules subject to Approved Supplier & Manufacturer (AS&M) Some items are purchased from agents on behalf of multiple manufacturers -
setup for 'critical to quality' items that are bought through agents, the system should
also know who the approved manufacturers are
Validate purchase order and receipt with Contract Manufacturing (CMO) output Ease of use for identifying and transacting CMO orders through purchasing
in Production and production
Create an intercompany purchase order from a corresponding intercompany Intercomapny trading between Legal entities
sales order
Total Score
Total Possible Score
Standardized Score (normalized to range 0-5)
ERP Request for Proposal
Supply Chain Warehouse

Criterion Description

Bin/Rack/Row location setup and maintenance with default putaway rules Warehouse setup with controls for inbound receipts

Receipt and Putaway of purchased items (including intercompany receipts) Goods inwards and storage for inbound receipts from vendors

Barcode Labelling of purchased items Generation and Printing of GxP barcode labels

Container level labeling and tracking Allow batch, location and container quantity and barcode label level
management (Storage units)
Management of intracompany stock movements from warehouse to production Control of material movements from warehouse to and from internal production
and vice-versa areas
Management of intracompany stock movements from warehouse to Contract Control of material movements from warehouse to and from external
Manufacturers and vice-versa production areas
Receipt and Putaway of manufactured items Goods inwards and storage for inbound receipts from production

Miscellaneous material transactions for stock adjustments and stock movements Movement and adjustment of stock within the warehouse for standard
operating conditions - Ad-hoc stock corrections
Pick, Pack and Ship of sales items (including intercompany sales) Warehouse operations for shipment preparation and sales order fulfillment

Cycle Counting and Reconcilliation Stock counting operations within all warehouses and stock locations within
production
Physical Inventory Count Stock counting operations within all warehouses and stock locations within
production
Lot Tracking If item is setup for lot tracking, all transactions shoud be defined as mandatory
to input a lot number
Barcode scanning for all transactions End user devices should support bar code readers for all possible inventory
transactions in the warehouse
RF / Mobile Device usage for goods receipts, issues, transfers etc It should be possible to execute all warehouse transactions using mobile
device (in addition to PC)
For items with expiry dates, Picking of items for production should be done on Stock control rules for picking stock with expiry dates
First Expiry - First Out (FEFO) logic
Consignment stock management Management of consignment stock within third party warehouse locations with
integrations for stock receipts and issues
Setup of multiple units of measure for stock handling, purchasing, etc Use of different units of measure for the same item depending on how it is
being transacted
Inbound Material Condition Checklist Inbound conditions to be validated at the point of receipt for purchased and
manufactured items
Silo / Bulk storage management

Total Score
Total Possible Score
Standardized Score (normalized to range 0-5)
ERP Request for Proposal
Suply Chain Sales and Distribution
Criterion
Create sales quotations in local and foreign currencies for external customers
and intercompany entities
Create sales orders in local and foreign currencies for external customers and
intercompany entities
Convert sales quotations to sales orders for fulfillment
Sales Order approval controlled by roles and permissions
Send sales order acknowledgement electronically
Sales orders should consume forecast as defined within planning buckets
Update sales order items, quantities, prices and dates
Description
Creation of sales quotations for customer inquiry
Creation of sales order for customer
Ability to convert a sales quotation to a sales order and controlled by roles and
permissions
SO Management controlled by roles and permissions with workflow
management
Send an approved SO to a customer based upon customer contact details
setup
Forecast should be consumed in the correct planning buckets based upon
sales order dates and quantities
SO Management controlled by roles and permissions

Receive sales order electronically and ingest into new platform EDI or similar capabilities

Allocate a given lot to a sales order shipment Lot numbers may be assigned on the sales order and fulfilled in the warehouse
to specified lot number
Generate shipping documentation for frieght forwarders and customs Transport documentation for transportation execution

Reverse logistics for customer return orders Reverse Logistics for customer returns

Freight Cost Management Inclusion of freight costs on sales orders based upon cost setups

Total Score
Total Possible Score
Standardized Score (normalized to range 0-5)
Regulation
Description
ERP Request for Proposal
Commercial Response
Licensing
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g, subscription based, concurrent licensing, feature based, etc.)

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aining, implementation)
Further Reading
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