RFP/RFI SAMPLE TEMPLATE Enterprise Resource Planning ...

ERP Extended (Discrete & Process) Software Selection RFP Template (Table Of content)
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software should support the following functionality:- Recruitment Management- Personnel Information & Tracking- Organizational
Structuring- Lob Position & Salary Profile- Career Development, Training & Performance Management- Compensation
Management- Budgeting & Cost Control- Government Compliance Reporting- Expenses Management- Union Information-
Discipline Actions & Grievances Tracking- Employment History/Personnel Reporting.
Benefits
Benefits administers a diverse range of benefit plans including health and medical, life and supplemental life insurance, accidental
death and dismemberment (AD&D), disability plans, flexible benefits, 401(k) plans, profit sharing plans, stock plans, retirement
plans and leave plans such as vacation and sick leave accruals. The software should support the following functionality:- Base
benefits- Employee benefit plan profile- Benefits administration- Pension administration
Payroll
Payroll handles accounting and preparation of checks related to employee salaries, wages and bonuses. The software should
support the following functionality:- Employee payroll profile- Earnings & Deductions- Eligibility Controls- User Balances- Tax
Deductions & Calculation- Payroll Calcualtion- Payroll & Payment Processing- Check Processing & Printing- Labor Distribution &
Accounting- Payroll & Regulatory Reporting- IRS Documentation- Security & Audit- Automated Timesheets.
Employee Self-Service
Employee Self-Service lets workers access their personal information and benefit allocations online to manage life events and
benefit selections without having to send forms to human resources. The software should also support benefit enrollment
programs and new hire initiation.
Data Warehousing
Data Warehousing simply defined, is a place for data, whereas data warehousing describes the process of defining, populating,
and using a data warehouse. Creating, populating, and querying a data warehouse typically carries an extremely high price tag,
but the return on investment can be substantial. For more information, see
A Definition of Data Warehousing
and
The Necessity of Data Warehousing
Health and Safety
Health and Safety provides the tools to administer compliance with the health and safety regulations, accident and injury reporting
and tracking of lost time by employee.
Manufacturing Management
Manufacturing Management encompasses a group of applications for planning production, taking orders, and delivering products to the
customer.
3.1 Product Costing
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Criterion
Product Costing analyzes product costs related to overhead, labor, material and manufacturing costs. It provides a variety of
costing approaches such as standard, actual, average, etc.
Shop Floor Control
Shop Floor Control provides control and tracking of the status of production orders in the plant. It involves production orders
dispatching, capacity planning, resource allocation, production tracking & reporting, waste/reject tracking, etc.
Field Service and Repairs
Field Service and Repairs administers installed-base service agreements and checks contracts and warranties when customers
call for help.
Production Planning
Production Planning performs capacity planning and creates a daily/weekly/monthly production schedule for a company’s
manufacturing plants. It involves forecasting, production scheduling and material planning, etc.
Project Management
Project Management monitors costs and work schedules on a project-by-project basis. It usually includes the following
sub-modules: project control, project analyzer, project budgeting, project timekeeping, project billings, contract management, and
workflow communicator.
Product Data Management (PDM)
Product Data Management (PDM) provides the ability to integrate at the engineering level to ensure accurate updated product
information. It involves bills of materials & routings creation, engineering change management, etc. and provides a consolidated
view of the product.
Product/Item Configurator
Product/Item Configurator is a software tool that simplifies order entry by asking which options the customer needs, then applies
predefined rules to correctly configure the end product. The configurator then populates the attributes of the newly configured
item, tests for conflicts, and generates the appropriate bill of material, routing, and price based on rules and calculations. As
configurators have grown to include more sales, marketing, and financial functions, such as pricing, cost analysis, and order
status, the term "sales" configurator is being applied to more aptly describe their extended role. What began as a need to reduce
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