RFP/RFI SAMPLE TEMPLATE Enterprise Resource Planning ...
RFP/RFI SAMPLE TEMPLATE Enterprise Resource Planning ...
RFP/RFI SAMPLE TEMPLATE Enterprise Resource Planning ...
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
<strong>RFP</strong>/<strong>RFI</strong> <strong>SAMPLE</strong> <strong>TEMPLATE</strong><br />
<strong>Enterprise</strong> <strong>Resource</strong> <strong>Planning</strong> Extended (ERP Discrete &<br />
Process)<br />
This TEC <strong>RFP</strong> Template is<br />
recommend by the<br />
following Vendors:<br />
ACCPAC<br />
Adonix<br />
Agilisys<br />
Baan<br />
Best Software, Inc<br />
Cincom Systems<br />
COSS Systems<br />
Deltek Systems, Inc<br />
EMR Innovations<br />
Encompix<br />
Epicor<br />
Exact Software North America<br />
Frontstep<br />
Glovia International<br />
IFS Applications<br />
Infinium<br />
Intentia International<br />
Intuitive Manufacturing Systems<br />
J.D. Edwards<br />
Lilly Software Associates, Inc.<br />
Made2Manage Systems<br />
MAI Systems<br />
MAPICS<br />
Metasystems<br />
Microsoft Business Solutions<br />
Oracle Corporation<br />
PRONTO Software<br />
QAD<br />
Ramco Systems<br />
Relevant Business Systems<br />
ROI Systems<br />
Ross Systems<br />
SAP<br />
Scala Business Solutions<br />
SoftBrands Manufacturing Group<br />
SSA Global Technologies<br />
The Syspro Group<br />
Verticent<br />
Workwise<br />
And More …<br />
ERP Extended (Discrete & Process) <strong>RFP</strong> contains elements<br />
for both discrete and process manufacturing. Criteria include all<br />
the requirements for managing complex product production and<br />
piece-parts manufacturing, as well as gas, liquid, and powder<br />
transformation.<br />
Technology Evaluation Centers has the information you<br />
need for your ERP Extended Discrete & Process Request for<br />
Proposal (<strong>RFP</strong>) template. We are exclusive and unique worldclass<br />
leaders in the field and can supply you with impartial indepth,<br />
up-to-date detailed information and analysis.<br />
TEC has spent years developing these specialized templates.<br />
We have proven our expertise in this area. We give value to our<br />
products. These <strong>RFP</strong> templates are designed not only for large<br />
enterprises but for all small and medium sized businesses. They<br />
cover all needs. Selecting the best software company for your<br />
<strong>RFP</strong> templates will save you time and money and resources.<br />
You will no longer have to pay for unnecessary consultancy<br />
services or have to use inappropriate software tools. You will be<br />
better informed and be able to choose the best software tools,<br />
tailored to meet your needs.<br />
It’s all about saving YOU time, money and resources.<br />
To Purchase the FULL <strong>RFP</strong> <strong>TEMPLATE</strong>S<br />
OR,<br />
Compare Vendors Online<br />
http://www.ERPevaluation.com<br />
For additional information and for purchasing:<br />
Please contact us: sales@technologyevalution.com.<br />
Or visit us at our website: http://www.technologyevaluation.com<br />
Copyright © 1999-2003 TechnologyEvaluation.Com<br />
Term of Use - Privacy Statement - Legal disclaimer
ERP Extended (Discrete & Process) Software Selection <strong>RFP</strong> Template (Table Of content)<br />
Criterion<br />
1<br />
2<br />
Financials<br />
This encompasses modules for bookkeeping and making sure the accounts are paid and/or received on time.<br />
1.1 General Ledger<br />
1.2<br />
1.3<br />
1.4<br />
1.5<br />
1.6<br />
1.7<br />
1.8<br />
1.9<br />
General Ledger keeps centralized charts of accounts and corporate financial balances. It supports all aspects of the business<br />
accounting process. In this module, financial accounting transactions are posted, processed, summarized, and reported. It<br />
maintains a complete audit trail of transactions and enables individual business units to view their financial information, while<br />
parent companies can roll up all business subsidiaries and view the consolidated information. The software should support the<br />
following functionality:- Chart of accounts structure- Ledger development & maintenance- Financial consolidation & reporting-<br />
Journal entry- Journal voucher ledger transactions- Project cost ledger- Ledger controls- Multicurrency accounting & conversions-<br />
On-line inquiry reporting- Financial statement reporting- Financial report writer- Variance analysis- Additional financial reporting<br />
Accounts Payable<br />
Accounts Payables schedules bill payments to suppliers and distributors, and keeps accurate information about owed money, due<br />
dates, and available discounts. It provides functionality and integration to other areas such as customer service, purchasing,<br />
inventory, and manufacturing control. The software should support the following functionality:- AP Company Policies &<br />
Procedures- Suppliers/Voucher Master Data- Payment Controls- Invoice Processing & Aging Analysis- Payment Processing-<br />
Journal Voucher Processing- AP Ledger Posting- Check Processing- AP Transactions & Controls- AP Reporting<br />
Fixed Assets<br />
Fixed Assets manages depreciation and other costs associated with tangible assets such as buildings, property and equipment.<br />
The software should support the following functionality:- Fixed Assets Records- Asset Transactions- Asset Depreciation-<br />
Depreciation Books- Revaluation & Interest Calculation- Tax Reporting<br />
Cost Accounting<br />
Cost Accounting analyzes corporate costs related to overhead, products and manufacturing orders. It provides a variety of costing<br />
approaches such as standard, FIFO, LIFO, average, target, and activity-based costing (ABC). The software should support the<br />
following functionality:- Cost Data- Cost Allocation Definitions- Cost Allocation Process- Cost Management- Cost & Sales Price<br />
Calculation- Activity Based Costing (ABC)- Activity Based Cost Tracing & Tracking<br />
Cash Management<br />
Cash Management involves the capability of the system to record cash charges or deposits, recording of cash payments and<br />
receipts, cash projection reporting, calculation of expected cash uses/sources, current cash availability, etc. Monitors and<br />
analyzes cash holdings, financial deals and investment risks.<br />
Budgeting<br />
Budgeting involves budgetary controls, budget accounting, budget development, and budget allocation. The software should<br />
provide sufficient tools to enable detailed budget development and analysis. Additional functionality should be available to<br />
integrate with project management software applications either natively or with external interfaces.<br />
Accounts Receivable<br />
Accounts Receivable tracks payments due to a company from its customers. It contains tools to control and expedite the receipt<br />
of money from the entry of a sales order to posting payments received. The software should support the following functionality:-<br />
AR Company Policies & Procedures- Customers/Voucher Master Data- Bill Processing & Aging Analysis- Credit Management-<br />
Cash/Payment Application, Receipt Processing- Journal Voucher Processing- AR Ledger Posting- Multicurrency accounting &<br />
conversions- AR Transactions & Controls- AR Reporting<br />
Financial Reporting<br />
Financial Reporting enables robust analysis of company performance through delivered reports. These reports will allow<br />
individual business units to view their financial information, while parent companies can roll up all business subsidiaries and view<br />
the consolidated information. Additionally, solutions should provide user generated reporting tools that are easy to use and<br />
provide sufficient depth of and access to the financial data to permit comprehensive analysis.<br />
Project Accounting<br />
Project Accounting monitors costs and work schedules on a project-by-project basis. It usually includes the following<br />
sub-modules: project control, project analyzer, project budgeting, project timekeeping, project billings, contract management, and<br />
workflow communicator.<br />
Human <strong>Resource</strong>s<br />
Human <strong>Resource</strong>s encompasses all the applications necessary for handling personnel-related tasks for corporate managers and<br />
individual employees. Modules will include Personnel Management, Benefit Management, Payroll Management, Employee Self Service,<br />
Data Warehousing and Health & Safety.<br />
2.1 Personnel Management<br />
Personnel Management automates personnel processes including recruitment, personnel profile, organizational structure, career<br />
development & training, reward management, job position & wage profiles, business travel and vacation allotments, etc. The<br />
software should support the following functionality:- Recruitment Management- Personnel Information & Tracking- Organizational<br />
E:\MODELS FOR WEBTESS\ERP MODEL FOR <strong>RFI</strong> CENTRE\EXTENDED DISCRETE<br />
ERP KNOWLEDGE BASE.TKB - Arlington Software Corporation<br />
Page 1 of 5
ERP Extended (Discrete & Process) Software Selection <strong>RFP</strong> Template (Table Of content)<br />
3<br />
2.2<br />
2.3<br />
2.4<br />
2.5<br />
2.6<br />
software should support the following functionality:- Recruitment Management- Personnel Information & Tracking- Organizational<br />
Structuring- Lob Position & Salary Profile- Career Development, Training & Performance Management- Compensation<br />
Management- Budgeting & Cost Control- Government Compliance Reporting- Expenses Management- Union Information-<br />
Discipline Actions & Grievances Tracking- Employment History/Personnel Reporting.<br />
Benefits<br />
Benefits administers a diverse range of benefit plans including health and medical, life and supplemental life insurance, accidental<br />
death and dismemberment (AD&D), disability plans, flexible benefits, 401(k) plans, profit sharing plans, stock plans, retirement<br />
plans and leave plans such as vacation and sick leave accruals. The software should support the following functionality:- Base<br />
benefits- Employee benefit plan profile- Benefits administration- Pension administration<br />
Payroll<br />
Payroll handles accounting and preparation of checks related to employee salaries, wages and bonuses. The software should<br />
support the following functionality:- Employee payroll profile- Earnings & Deductions- Eligibility Controls- User Balances- Tax<br />
Deductions & Calculation- Payroll Calcualtion- Payroll & Payment Processing- Check Processing & Printing- Labor Distribution &<br />
Accounting- Payroll & Regulatory Reporting- IRS Documentation- Security & Audit- Automated Timesheets.<br />
Employee Self-Service<br />
Employee Self-Service lets workers access their personal information and benefit allocations online to manage life events and<br />
benefit selections without having to send forms to human resources. The software should also support benefit enrollment<br />
programs and new hire initiation.<br />
Data Warehousing<br />
Data Warehousing simply defined, is a place for data, whereas data warehousing describes the process of defining, populating,<br />
and using a data warehouse. Creating, populating, and querying a data warehouse typically carries an extremely high price tag,<br />
but the return on investment can be substantial. For more information, see<br />
A Definition of Data Warehousing<br />
and<br />
The Necessity of Data Warehousing<br />
Health and Safety<br />
Health and Safety provides the tools to administer compliance with the health and safety regulations, accident and injury reporting<br />
and tracking of lost time by employee.<br />
Manufacturing Management<br />
Manufacturing Management encompasses a group of applications for planning production, taking orders, and delivering products to the<br />
customer.<br />
3.1 Product Costing<br />
3.2<br />
3.3<br />
3.4<br />
3.5<br />
3.6<br />
3.7<br />
Criterion<br />
Product Costing analyzes product costs related to overhead, labor, material and manufacturing costs. It provides a variety of<br />
costing approaches such as standard, actual, average, etc.<br />
Shop Floor Control<br />
Shop Floor Control provides control and tracking of the status of production orders in the plant. It involves production orders<br />
dispatching, capacity planning, resource allocation, production tracking & reporting, waste/reject tracking, etc.<br />
Field Service and Repairs<br />
Field Service and Repairs administers installed-base service agreements and checks contracts and warranties when customers<br />
call for help.<br />
Production <strong>Planning</strong><br />
Production <strong>Planning</strong> performs capacity planning and creates a daily/weekly/monthly production schedule for a company’s<br />
manufacturing plants. It involves forecasting, production scheduling and material planning, etc.<br />
Project Management<br />
Project Management monitors costs and work schedules on a project-by-project basis. It usually includes the following<br />
sub-modules: project control, project analyzer, project budgeting, project timekeeping, project billings, contract management, and<br />
workflow communicator.<br />
Product Data Management (PDM)<br />
Product Data Management (PDM) provides the ability to integrate at the engineering level to ensure accurate updated product<br />
information. It involves bills of materials & routings creation, engineering change management, etc. and provides a consolidated<br />
view of the product.<br />
Product/Item Configurator<br />
Product/Item Configurator is a software tool that simplifies order entry by asking which options the customer needs, then applies<br />
predefined rules to correctly configure the end product. The configurator then populates the attributes of the newly configured<br />
item, tests for conflicts, and generates the appropriate bill of material, routing, and price based on rules and calculations. As<br />
configurators have grown to include more sales, marketing, and financial functions, such as pricing, cost analysis, and order<br />
status, the term "sales" configurator is being applied to more aptly describe their extended role. What began as a need to reduce<br />
E:\MODELS FOR WEBTESS\ERP MODEL FOR <strong>RFI</strong> CENTRE\EXTENDED DISCRETE Page 2 of 5<br />
ERP KNOWLEDGE BASE.TKB - Arlington Software Corporation
ERP Extended (Discrete & Process) Software Selection <strong>RFP</strong> Template (Table Of content)<br />
Criterion<br />
4<br />
5<br />
6<br />
3.8<br />
3.9<br />
3.10<br />
3.11<br />
3.12<br />
3.13<br />
status, the term "sales" configurator is being applied to more aptly describe their extended role. What began as a need to reduce<br />
the amount of manual engineering design processes and verification of configuration accuracy regarding complex products has<br />
exploded into a rich set of functions designed to better manage customer-supplier relations as well as streamline the sales cycle.<br />
As a result, today’s "to-order" manufacturers have tools to determine much more than whether or not a configuration can be built.<br />
They can control the entire order-management process. By solving possible manufacturing incompatibilities up-front during order<br />
entry, and providing costing, pricing, and other sales analysis data, companies can make better decisions earlier, which<br />
eliminates errors and speeds time-to-market.<br />
Formulas/Recipes<br />
Process Model (Formulas + Routings)<br />
Process Batch Control and Reporting<br />
Conformance Reporting<br />
Process Manufacturing Costing<br />
Material Management<br />
Inventory Management<br />
Inventory Management encompasses a group of applications for maintaining records of warehoused goods and processes movement of<br />
products to, through and from warehouses.<br />
4.1 On-line requirements<br />
4.2<br />
4.3<br />
4.4<br />
4.5<br />
4.6<br />
4.7<br />
4.8<br />
Processing requirements<br />
Data requirements<br />
Reporting and Interfacing requirements<br />
Locations and Lot Control<br />
Forecasting<br />
Reservations and Allocations<br />
Inventory Adjustments<br />
Purchasing Management<br />
Purchasing Management encompasses a group of applications that controls purchasing of raw materials needed to build products and<br />
that manages inventory stocks. It also involves creating purchase orders/contracts, supplier tracking, goods receipt & payment, and<br />
regulatory compliance analysis and reporting.<br />
5.1 Vendor and Supplier Profile<br />
5.2<br />
5.3<br />
5.4<br />
5.5<br />
5.6<br />
5.7<br />
5.8<br />
5.9<br />
5.10<br />
5.11<br />
5.12<br />
Supplier Rating and Profile<br />
Requisitions and Quotations<br />
Purchase Orders<br />
Prices and Discounts<br />
Vendor Contracts and Agreements<br />
Purchase Order Management<br />
Procurement Reporting, online reporting capability<br />
Repetitive Vendor Procurement<br />
Procurement Receipts<br />
On-line requirements<br />
Reporting and Interfacing requirements<br />
Quality Management<br />
Quality Management encompasses applications for operational techniques and activities used to fulfill requirements for quality control,<br />
inspection plan creation and management, defective item control and processing and inspection procedure collection planning.<br />
6.1 Defective/excess material return processing must update on-hand<br />
E:\MODELS FOR WEBTESS\ERP MODEL FOR <strong>RFI</strong> CENTRE\EXTENDED DISCRETE<br />
ERP KNOWLEDGE BASE.TKB - Arlington Software Corporation<br />
Page 3 of 5
ERP Extended (Discrete & Process) Software Selection <strong>RFP</strong> Template (Table Of content)<br />
Criterion<br />
7<br />
6.2<br />
6.3<br />
6.4<br />
6.5<br />
6.6<br />
6.7<br />
6.8<br />
6.9<br />
6.10<br />
6.11<br />
6.12<br />
6.13<br />
6.14<br />
6.15<br />
6.16<br />
6.17<br />
6.18<br />
6.19<br />
6.20<br />
6.21<br />
6.22<br />
6.23<br />
6.24<br />
6.25<br />
6.26<br />
6.27<br />
6.28<br />
6.29<br />
Damaged material - corrective action, failure analysis available to vendor on-line<br />
Inspection required indicator by supplier, by item<br />
Pre-inspection receipts registered as "inventory on hold"<br />
Online inquiry of inspection and MRB queue<br />
Validation against automated inspection criteria<br />
Inspection disposition with audit trail<br />
Disposition delinquency report<br />
Quantity rejected<br />
Reject reason codes<br />
Open rejections report<br />
Non-conformance processing<br />
Corrective action creation/tracking<br />
Reject status: no disposition, awaiting vendor approval<br />
Rework status: waiting for rework manufacturing order<br />
Use as is status: awaiting QA variance memo<br />
Return-to-vendor status: awaiting shipment<br />
Overall supplier quality, survey data and letters<br />
Online return-to-vendor<br />
Customer return file: awaiting disposition<br />
Automatic rescheduling of return-to-vendor items<br />
Approved items substitution listing for each item<br />
Approved vendor for each item number<br />
Return note printing<br />
Return-to-vendor debit memo printing<br />
Recalculation of average cost<br />
Quality data on-line<br />
Requirements grouping using collection plans<br />
Quality document linkage with product master within PDM<br />
Sales Management<br />
Sales Management encompasses a group of applications that automates the data entry process of customer orders and keeps track of<br />
the status of orders. It involves order entry, order tracing and status reporting, pricing, invoicing, etc. It also provides a basic functionality<br />
for lead tracking, customer information, quote processing, pricing & rebates, etc.<br />
7.1 On-line requirements<br />
7.2<br />
7.3<br />
7.4<br />
Reporting and Interfacing requirements<br />
Available-to-Promise (ATP)<br />
Automated available-to-promise (ATP) is achieved by giving order takers access to inventory and capacity information, and in<br />
some cases even vendor information, so that they are able to commit to reliable delivery dates while the customer is still on the<br />
phone.<br />
Pricing and Discounting<br />
Automates the data entry process of customer orders and keeps track of the status of orders. It involves order entry, order tracing<br />
and status reporting, pricing, invoicing, etc. Also provides a basic functionality for lead tracking, customer information, quote<br />
processing, pricing & rebates, etc.<br />
E:\MODELS FOR WEBTESS\ERP MODEL FOR <strong>RFI</strong> CENTRE\EXTENDED DISCRETE<br />
ERP KNOWLEDGE BASE.TKB - Arlington Software Corporation<br />
Page 4 of 5
ERP Extended (Discrete & Process) Software Selection <strong>RFP</strong> Template (Table Of content)<br />
Criterion<br />
8<br />
7.5<br />
7.6<br />
Customer Service and Returned Goods Handling<br />
Customer Relationship Management (CRM) and e-Commerce Requirements<br />
Ranges from simple, off-the-shelf contact management solutions to high-end interactive selling suites that combine sales,<br />
marketing, and executive information tools. These include product configuration, quote and proposal management, and marketing<br />
encyclopedias. Some systems extend functions to include complex pricing, promotions, commission plans, team selling, and<br />
campaign management. <strong>Enterprise</strong>-level solutions installed at large companies with hundreds or even thousands of users have<br />
capabilities for call center/help desks, field service, forecasting, and analysis.<br />
Product Technology<br />
This criterion defines the technical architecture of the product, and the technological environment in which the product can run<br />
successfully. Sub-criteria include product and application architecture, software usability and administration, platform and database<br />
support, application standards support, communications and protocol support and integration capabilities. Relative to the other five<br />
evaluation criteria, best practice selections place a lower relative importance, on the product technology criterion. However, this<br />
apparently lower importance is deceptive, because the product technology criterion usually houses the majority of the selecting<br />
organization's mandatory criteria, which usually include server, client, protocol and database support, application scalability and other<br />
architectural capabilities. The definition of mandatory criteria within this set often allows the client to quickly narrow the long list of<br />
potential vendors to a short list of applicable solutions that pass muster relative to the most basic mandatory selection criteria.<br />
During the process of product selection a great deal of attention is given to the functional capabilities of the software being evaluated.<br />
While this aspect is obviously important, ignoring the technical mechanisms by which the software actually operates can be fatal to a<br />
project (see Great Product: Too Bad The Architecture Doesn't Fit ).<br />
For more information, also see Essential ERP - Its Underpinning Technology<br />
8.1 Architecture<br />
8.2<br />
8.3<br />
8.4<br />
8.5<br />
8.6<br />
User Interface<br />
Platforms<br />
Application Tools<br />
Workflow and Document Management<br />
Reporting<br />
E:\MODELS FOR WEBTESS\ERP MODEL FOR <strong>RFI</strong> CENTRE\EXTENDED DISCRETE<br />
ERP KNOWLEDGE BASE.TKB - Arlington Software Corporation<br />
Page 5 of 5