Ready-to-Use RFP™ OutlineIntegrated Accounting & Business Management Software

This Ready-to-Use RFP Master is focused on selecting an integrated accounting and business management software package addressing complex order entry, inventory management, and workflow processing. Very comprehensive, this RFP contains many detailed questions targeting both normal and "exception case" business situations. The topic categories found in this RFP are shown below. Sample RFP questions and vendor response comparisons then follow after that. If you decide to purchase this RFP you can purchase here using our fully secure order page.

BUSINESS PROCESS SUPPORT

Sales Order EntryOrder Header Data ElementsLine Item Data ElementsReturns ProcessingDirect Shipment ProcessingUOM ConversionSales History LoggingInventory InterfacePrice Discount CalculationCustomer Master File InterfaceCredit Information and CheckingSerial and Lot Number ProcessingTelephone Inquiry ProcessingAccounts Receivable InterfaceOrder InquiriesSales Tax TopicsSales AnalysisOrder Processing / Order Status InquiriesMessagingReportingBack Order ProcessingPicking Slip Printing / ProcessingCustomer InvoicingInvoice Posting

Sales Analysis topicsBy Channel/By MediaBy RegionBy Product GroupUser-Defined CapabilityData Mining

Page: 1 of 7

Ready-to-Use RFP™ OutlineIntegrated Accounting & Business Management Software

Procurement/Purchasing ManagementPurchase Requisition ProcessingRequisition Data ElementsCommodity Code UsageRequisition RoutingRequisition ProcessingApproved / Not-approvedPurchase Order Data ElementPO Line Item Data ElementPrice & Discount calculationsJob / Shop Order / Term CodesUnit of Measure (UOM) IssuesSystem InterfacesPurchase Order ProcessingRecurring Purchase OrdersEDI Capabilities / InterfacePO PrintingReceiving Processing InterfaceVendor Performance ReportingWeb-enabled Functions

Inventory ManagementInventory Item MaintenanceItem Data ElementsLot / Serial ControlUnit of Measure issuesCycle CountingRe-order Points & EOQWarehouse LocationsPricing & Discount calculationReturns issuesReceiving ProcessingReceiving LabelsReceiving InquiriesGeneral InquiriesReporting

ACCOUNTING FUNCTIONS

General LedgerChart of Accounts StructureAccount Number/Code GenerationGL Account Attribute OptionsChart of Accounts Maintenance

Page: 2 of 7

Ready-to-Use RFP™ OutlineIntegrated Accounting & Business Management Software

Journal EntriesTransaction Posting functions/optionsBudget/Revenue Class Code RelationshipsOnline Inquiry/ReportingStandard ReportsAnalysis/Report Writing

BudgetingBudget Development ProcessBudget Development ToolsData Manipulation FeaturesWhat-If optionsBudget History/ComparisonsAdjustement functionsNotification MessagesGeneral Ledger integrationControls/Audit TrailReporting/Inquiries

Fixed AssetsAsset MaintenanceTransaction entryDepreciation Reporting

Cost AccountingCost Coding format Cost Allocation MaintenanceProject MaintenanceTransaction ProcessingManagement IssuesStandard ReportsReport Writer

Accounts ReceivableCustomer Master File Data ElementsCustomer Master File MaintenanceInvoice/Credit ProcessingAccounts Receivable AgingOnline Inquiry functionsStandard ReportsReport Writer

Page: 3 of 7

Ready-to-Use RFP™ OutlineIntegrated Accounting & Business Management Software

Accounts PayableVendor Master File Data ElementsVendor Master File MaintenanceA/P Voucher ProcessingA/P Aging & ReportingPayment ProcessingChecking Accounts/ChecksInquiry functionsStandard ReportsReport Writer

WORKFLOW

Workflow FocusRouting MethodologiesRouting Rules Definition Structured WorkflowUnstructured WorkflowRouting Rules DefinitionVisual Workflow capabilitiesMultiple LibrariesConverging WorkflowsAlien Document SupportCompound DocumentsConnectivity & IntegrationWeb-enabled FunctionsAudit Trail issues

GLOBAL SOFTWARE CHARACTERISTICS

Maturity of ProductArchitectural/OOP IssuesSystem ScalabilityServer/Client OS SupportDatabase SupportData InterfaceReporting CapabilitiesQuery FunctionalityUser-Defined ParametersDocumentationSecurityApplication InterfacesProgramming Toolkit

Page: 4 of 7

Ready-to-Use RFP™ OutlineIntegrated Accounting & Business Management Software

3rd Party ERP InterfaceWireless Technology support

IMPLEMENTATION

ConversionInstallationInitial TrainingOn-going TrainingSupportHelp Desk Tools

COST DATA

Initial One-Time CostsRecurring Costs

VENDOR PROFILE

Time in BusinessFinancial RecordProduct DevelopmentR & D ResourcesSupport ResourcesImplementation ResourcesProject Management ResourcesInstalled BaseTraining ResourcesCustom Software ExpertiseOnline Help FunctionsDistance Learning Facilities

FOUNDATION ISSUES

PurposeGeneral Background/Organization HistoryDesired System & BenefitsProject Summary/DefinitionsRFP LimitationsResponsibility for PerformanceVendor/Bidder Interest & CommitmentProject ScheduleVendor/Bidder ConferenceRight to Negotiate/Cancel/Modify

Page: 5 of 7

Ready-to-Use RFP™ OutlineIntegrated Accounting & Business Management Software

……Plus Many Other Contract Management/Legal Topics!

RFP QUESTION EXAMPLES

Some sample questions typical for both the Word and Excel versions of the WMS RFP are shown here. Although the same questions are used in both, please remember there are some important differences between the Word and Excel versions. Only the Excel version offers the Feature Support Matrix function, built-in Weighted Grade Point Scoring and Side-by-Side vendor response comparisons such as the sample shown. For more detailed information about the Excel version please visit this link:

http://www.infotivity.com/excel_rfp_samples.html

A sample from the SALES CYCLE ANALYSIS section:

Does the proposed software enable the user to present Sales Cycle Report information in summary form via pie charts, bar charts, line drawings, or other pertinent charting method?. A sample from the SALES COACHING section:

Can Sales Coaching information content focused on the specific status of a given sales opportunity be displayed on-screen?

WEIGHTED GRADE SCORE & FEATURE COMPARISONS:

Excel version only. Distribute RFPs and receive vendor RFP responses electronically. Almost instantly compare vendor responses (proposals) side-by-side in detail or 3-D bar chart form. Compare Weighted Grade Point Scores or Response Features (next page).

Page: 6 of 7

Ready-to-Use RFP™ OutlineIntegrated Accounting & Business Management Software

Compare vendor RFP responses side-by-side at the detail level using the RFP Master Response Evaluation spreadsheet!

Page: 7 of 7