Warehouse Management System (WMS) 596

Includes: Adaptability,Functionality,WMS Technology Configuration

Transportation Management System (TMS) 159
Includes: System Definition and Implementation,Transportation
Management Operation Functionality
International Trade Logistics (ITL) 169
Includes: Collaboration,Commerce,Content
Supplier Relationship Management (SRM) 442
Includes:
Design,Fulfillment,Infrastructure,Manufacturing,Procurement,Settlemen
t,Sourcing,Utilities
Demand Management 147
Supply Chain Management
Module
Total Criteria
Includes: Collaborative Planning,Consensus Planning,Demand
Management Systems Architecture,Event Planning,Forecasting,Life
Cycle Planning,Merchandise Planning,Metrics and Reporting,Pricing
and Profit Optimization,Promotion Planning,S&OP,VMI Replenishment
Supply Chain Analytics 257
Includes: Production and Supply Planning,Supply Chain Event
Management,Supply Chain Optimization
Order Management 37
Includes: Execution Visibility,Inbound and Assembly Coordination or
Multi-site Staging,Inventory Management and Visibility,OM-Specific
Technology,Order Promising,Shipping and Outbound
Management,Sourcing
Service Parts Planning 52
Includes: Analytics and Reporting,Logistics Transportation and
Reverse Logistics,Planning,Service Delivery and
Execution,Utilities,Workforce Optimization
Product Technology 330
Includes: Application Tools,Architecture,Platforms,Reporting,User
Interface
Functionality 331
Includes: Bin Location Setup,Inventory Control,License Plate
Tracking,Other Functions,Packing and Shipping,Picking,Product
Setup,Put-away,Quality Control,Receiving,Warehouse Configuration
Adaptability 25
Includes: Business Processes,Decision Support and Reporting
WMS Technology Configuration 240
Includes: Configuration,Host Interface,Internationalization and
Localization,Radio Frequency Identification (RFID),Reports,
Documents, and Queries,Security,Upgrades
System Definition and Implementation 55
Includes: Administration,Carrier and Contract Details,Enterprise
Setup,Geography Setup,Interface and Integration,Lane Setup,Location
Setup,Setup for Rate Enquiry
Transportation Management Operation Functionality 104
Includes: Analysis,Execution,Planning,Shipment
Tracking,Transportation Network Optimization
Warehouse Management System (WMS)
Module
Total Criteria
Transportation Management System (TMS)
Module
Total Criteria
International Trade Logistics (ITL)
Module
Total Criteria
Collaboration 14
Includes: 24x7 customer support and data audit trail,Applications and
tools to create company, geographic, and individual level profiles,
which enable communication between entities and
individuals,Applications and tools to support exchange of data and the
creation of appropriate trade and transportation documents,Exchange
information electronically, irrespective of data format and technical
capabilities,Integrate trading partner information into key business
systems,Profiling tools and applications to define roles and
privileges,Real time information exchange between all parties,Service
provider collaboration, including customs brokers, freight forwarders,
carriers and NVOCC, terminal operations, storage providers, banks,
and others,Shipper community collaboration, including general
management, finance, operations, manufacturing, logistics,
distribution, purchasing, materials supply, planning, and customer
service,Single source of shipment information,Support for the
exchange of data through EDI, XML, and hard copy
documents,Support for the interactive exchange of data with internal
and external as well as inter and intra-enterprise applications to include
TMS, WMS, ERP, SRM, CRM, and SFA,Web-based community
marketplace
Content 29
Includes: Compliance,Logistics,Product
Commerce 126
Includes: Financial Functionality,Transportation Management and
Logistics,Warehouse Management System
Design 32
Includes: Concept and Requirements Definition Collaboration,Design
collaboration
Sourcing 183
Includes: Commodity Management,Contract Management,RFx and Bid
Management,Risk, Liability, and Flexibility Management,Supplier
Management
Procurement 155
Includes: Catalog Management,MRP-driven Procurement,Prices,
Discounts, Cost Management,Procurement Reporting,Requisition-
Driven Procurement,Reverse Auctions
Fulfillment 10
Includes: Inventory Management,Returns Management
Manufacturing 22
Includes: Engineering Change Order (ECO) Management,Quality
Settlement 8
Includes: Advanced Settlement Functionality,Reconciliation
Utilities 10
Includes: Bill of Material (BOM) Explosion,Product, Project Budget, and
Cost Management,Project Management
Module
Total Criteria
Supplier Relationship Management (SRM)
Module
Total Criteria
Infrastructure 22
Includes: General Infrastructure Functionality,Integration Infrastructure
Promotion Planning 12
Includes: Applies learning technology like neural networks to more
accurately evaluate promotional lift,Create promotion plan by product,
channel, or customer,Evaluate against constraining or conflicting
forecast events or activities,Evaluate previous promotions based on
multi-dimension criteria or confidence factors, history, etc.,Promotion
creation,Promotion performance and effectiveness analysis, including
promotion, channel, sales personnel, and real-time
feedback,Promotional scheduling--allowing the creation of promotions
on effectivity dates and dimensions such as time, product, customer,
and channel,Return on investment (ROI) simulation,Rule-based
promotional data creation,View the promotional lift "on top" of the
standard demand plan (for example, what is the real benefit in units or
dollars)
Pricing and Profit Optimization 10
Includes: Ability to input and evaluate external factors for price such as
economics, competitive pricing, and weighting factors,Ability to input
product ABC data to understand costs and activity drivers to create
true costs,Evaluate current activities such as trade-off of market downs
versus volume, as well as the trade-offs of time and the impact to profit
and market share,Evaluate pricing history and profit by criteria such as
market or product family through item level and customer,Evaluate
product profit over product life cycle (time),Input pricing rules such as
list prices, promotions, discounts, and specific quoting rules,Market
segmentation and demographic data evaluation for understanding
pricing patterns and thresholds,Price elasticity analysis and evaluation
for determining the impact of pricing on long-term demand and life
cycle patterns,Record, evaluate, and assess the historical impact of
changes in prices and volumes,Track channel or retail pricing and
markdowns
Forecasting 30
Includes: Forecasting Algorithms,Forecasting Requirements
Merchandise Planning 12
Includes: Creates a category plan,Creates a forward weeks of supply
plan based on current performance, such as rate of consumption,
future market downs, inventory turns, and profit objectives,Creates
assortment planning,Creates investment buy analysis,Creates product
group or department merchandise plans,Evaluates or creates
merchandise plan by trading partner,Inputs demographic analysis from
various sources,Inputs or creates micro-merchandising plans and
templates,Inputs or creates plan-o-gram templates,Links to POS
systems for updates and re-plans,Models and evaluates shelf space
profit and yield,Short-term merchandise plan (middle-out planning)
during purchasing season to determine replenishment, substitutions,
and pricing
Life Cycle Planning 10
Demand Management
Module
Total Criteria
Includes: Compares and creates promotion plans for new product
introductions and product phase-out markdowns,Creates and manages
product families, product upgrades, and complementary
offerings,Creates product life cycle phases to plan events, such as
pilot, new product introduction, engineering change order, and end-of-
life,Identifies causal factors in consumption patterns,Identifies products
with effectivity dates, shelf life, and perishability,Integrates event
planning activities, such as launch and promotion,Models and
correlates demand or consumption patterns to product life cycle
phases by using pattern recognition or neural network types of
technologies),Product contains life cycle algorithms by industry for
short to long life cycle products,Sells targets for various phases of the
product's life pricing, volumes, enhancements, or special packaging for
geographic or demographic markets,Uses sell-in and sell-through POS
data in adjusting the life cycle curve for products without a history
Consensus Planning 9
Includes: Build scenarios to create a One Number plan based on
performance scores, user controls, and other factors,Creates and
saves planning discussions, variance, and alternatives that are used to
evaluate the history and performance of plans,Creates peer-to-peer
and hierarchal structures to link users by role or chain-of-
command,Creates planning environments for each business
organization, including marketing, finance, sales, operations, and
planning,Evaluates forecast history by user or department and applies
or validates accuracy measures,Grants access and participation to
plan assumptions and numbers,Rates and recommends forecasts
based on past performance,Rates history based on past plan
accuracy,Side-by-side comparisons of each forecast input
Collaborative Planning 9
Includes: Access through hosting or online sessions between trading
partners, customers, and suppliers,Collaboratively models and
resolves demand supply imbalances,Collaboratively plans promotions
and events based on the discrete trading partner
relationship,Evaluates multidimensional performance by channel,
customer, and supplier,Generates alerts and sends to appropriate
trading partners, based on demand and assumption
changes,Generates multidimensional demand views by product, by
supplier, and by customer,Integrates with other demand planning
modules, such as event and promotion planning,Integrates with trading
partner, including carrier, supplier, and customer planning systems
using Web-based standards such as XML,Provides a multiline plan
(MRP format) with schedules, demands, variances, and allows joint
simulations
S&OP 9
Includes: Adjusts firm orders,Adjusts forecasts and reevaluates plans
in real time,Creates and maintains multiple what-if scenarios to
implement as planning assumptions change,Creates multiple line-item
plans with multiple dimension views, including marketing, sales,
distribution, and manufacturing, and can highlight their conflicts and
constraints,Evaluates plans by variables, including most feasible, most
profitable, allocations to high priority customers, and other customer
service targets,Integrates with manufacturing, order management,
pricing, and transportation systems,Measures the performance of
various plans using performance goals and past history,Optimizes
supply chain activities, such as production plans and delivery
scenarios,Views and integrates with multiple commercial alternate
vendors
VMI Replenishment 10
Includes: Assesses and reevaluates safety stock level based on
performance and fill rates,Automatically generates replenishment
order,Calculates and optimizes safety stock, reorder points, and
minimum/maximum levels,Evaluates and predicts consumption
patterns and generates replenishment alerts and orders,Generates
alerts for reorder points,Integrates customer inventory levels at
warehouse or at store with POS data,Optimize inbound pipeline safety
stock levels, assembly levels, and locations--supplier through point of
consumption,Sends alerts on automatic replenishment products that
are discontinued,Sets safety stock levels through outbound processes,
allocate safety stock through to fine grain locations,Views current data,
such as quantity on hand
Event Planning 9
Includes: Creates financial targets and budgets,Creates sales plans for
execution with sales targets, for events by territory, channel, sales
person, and product manager,Develops analysis on competitive pricing
and performance data to set event targets,Evaluates event
performance for market share, profit, or other performance
objectives,Identifies events by product channel, date, and holiday
names,Plans new store openings and links to merchandise planning
and promotions,Plans special handling issues around events,Plans
specific offerings, such as event-only packaging, complimentary
offering, and pricing,Simulates profit, long term impacts of price
erosion, and other issues in event model
Metrics and Reporting 8
Includes: Metrics,Reporting
Demand Management Systems Architecture 19
Includes: Ability to "force" a high-level change through planning
structures,Ability to integrate with syndicated data sources,Apply time
phasing, effectivity dates, and other identification to various
fields,Create alerts based on variance-to-plan on various performance
cells,Create calendars from years, days, and hours,Create
complementary or substitute product structures,Create planning-only
constructs, planning BOM's, and calendars,Create user-specific rules,
formulas, and algorithms,Drill, sort, filter, and rotate data at each cell or
data element level,Graphics package,Import and export to EDI and
XML for trading partners,Input, create, and update product structures,
including product families, component BOM's, and recipes,Integration
to other supply chain, ERP, and trading partner solutions,Open hosted,
collaborative sessions for joint modeling and consensus
building,Provide real-time decision support, including real-time
modeling and what-if capabilities,Save plans with comments,Standards
compliance to VIC's CPFAR, and RosettaNet,Upload and download
spreadsheet inputs,Web services and browser-based interface for user
access
Supply Chain Optimization 65
Includes: Inventory Management Optimization,Supply Chain Network
Optimization,Transportation Network Optimization
Supply Chain Event Management 75
Includes: Architecture,Business Applications Catalogue,Business
Intelligence and Reporting,Data Management,Integration,Monitor and
Resolve
Production and Supply Planning 117
Supply Chain Analytics
Module
Total Criteria
Includes: Operational Planning,Order Management, Fulfillment, and
Channel Integration,Procurement Collaboration,Strategic Supply Chain
Planning,Systems Integration,Utilities for Planning Systems
Order Promising 4
Includes: Available to promise (ATP) across multiple
databases,Configuration management across multiple
databases,Configuration management integrates to multiple unique
bills of material (BOM),Integration to demand and replenishment orders
Inventory Management and Visibility 6
Includes: Identify specific line item issues,Integrate to warehouse
management systems for visibility to unique pick and packing
instructions,Provide inventory visibility and status,Provide line-by-line
inventory status of WIP,Provide status to various constituencies such
as trading partners and order administration,Work in progress (WIP)
ability, including the ability to peg items in a WIP scenario up to
specific orders
Sourcing 5
Includes: Decompose an order and identify the source or supplier for
each item,Dynamically source if a selected site is unable to fulfill an
order,Integrate to the purchasing system to provide policies and
suppliers,Integration to supplier relationship management (SRM) or
EDI system to parse and send orders,Parse orders by specific
business, supplier, or sourcing policies
Execution Visibility 3
Includes: Receive real-time data from various data collection systems
such as radio frequency identification (RFID), bar coding, internet, or
wireless transactions,Trace and track orders through multiple carriers
and in transit,Trace and track orders through the manufacturing
process
Inbound and Assembly Coordination or Multi-site Staging 3
Includes: Ability to peg an order across enterprises and
BOMs,Integrate with manufacturing systems to provide ship
status,Integrate with various transportation solutions to synchronize
orderly pick-up and delivery to final coordination site in order of
assembly or order order requirements
Shipping and Outbound Management 6
Includes: Create shipment confirmation,House or maintain shipping
and order instructions like ship to consolidation center, drop ship,
special handling, and carrier,Integrate with international trade logistics
system to feed data such as country of origin,Integrate with
transportation management system to provide data for supporting load
management,Integrate with transportation solutions to schedule pick
up,Shipment visibility across multiple channels
OM-Specific Technology 10
Includes: Distributed network architecture--code modules are
distributed and able to synchronize with each other,Document
management,Event management architecture,Integration to
heterogeneous sources and performance data translations such as
EDI to XML,Role-based application views,Semantical
remapping,Support industry data collection standards,Support industry
standards on packaging and labeling,Web services
architecture,Workflow design and management
Order Management
Module
Total Criteria
Planning 16
Includes: Network Design,Parts Planning
Service Delivery and Execution 4
Includes: Allocation of scarce parts,Dispatch,Integrate with call center
system for dispatching requirements,Service response prioritization
and optimization
Workforce Optimization 2
Includes: Route planning to create optimized routes for supporting
service levels,Work force skills assessment
Logistics Transportation and Reverse Logistics 9
Includes: Asset recovery planning,Integrate with asset tracking
systems,Integrate with transportation systems to launch ASN,Integrate
with transportation systems to schedule pickups and deliveries,Recycle
management,Repair center scheduling,Return material
authorization,Returns management,Trans-shipment analysis for deport
balancing
Analytics and Reporting 11
Includes: Failure rate analysis,Inventory turns/cost metrics
reporting,Labor costs metrics reporting,Repair metrics
reporting,Returns metrics reporting,Revenue analysis and
reporting,Route diagnostics and metrics,Service level costing
analysis,Service level metrics reporting,Transportation costs metrics
reporting,Warehouse space costs and utilization metrics reporting
Utilities 10
Includes: Collaboration integration with repair depots,Collaboration
integration with service provider,Dynamic workflow management,Event
and alert messaging to handle low stock or out of stock
situations,Event and alert messaging to handle metrics that may go out
of tolerance,Integration to corporate and customer systems,Integration
to data collection systems for item location and inventory
status,Interface to preventive maintenance planning,Memory resident
planning solvers,Service planning bill of material creation and
management
Architecture 254
Includes: Application Security,Architectural Foundation,Data Integration
Technologies,Device Interfaces,Messaging Protocols,Multisite
Management,Organizational Structure,Web Enablement
Product Technology
Module
Total Criteria
Service Parts Planning
Module
Total Criteria
User Interface 23
Includes: UI Configurability,Workstation
Platforms 26
Includes: Database,Server OS,Workstation OS
Application Tools 21
Includes: Application development tools,Application management
tools,Business Model Generation,Process Modeling and Updating
Reporting 6
Includes: Active or inactive status,Ad hoc inquiry capability from within
the ERP product,Local report printing (not centralized printing and
distribution),Remote printing,Reports available online,UCC standard
barcode readable labeling
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
49.4 91.56
51.72 95.47
41.64 93.79
33 93.66
52.09 73.16
46.94 76.02
53.3 98.86
36 76.69
74.23 85.89
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
49.2 84.46
47.79 92.12
51.22 98.09
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
57.66 95
45.78 95.95
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
49.51 100
39.05 85.88
36.36 95.49
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
24.51 97.5
28.14 65.9
34.92 95.69
35.3 100
27.19 99.06
31.59 100
36.36 91.11
45.97 100
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
40.36 20
44.91 88
63.1 95
20.76 95
34.27 20
67.12 95
57.27 95
62.12 20
66.55 97
38.43 95
73.3 100
56.84 57.89
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
42.53 38.38
43.76 96.67
54.53 93.01
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
43.07 100
54.55 100
54.55 100
53.33 100
63.03 100
64.55 100
40 92
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
35.5 0
29.55 100
28.64 95
36.16 68.33
35.45 96.82
50.73 100
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
78.57 91.32
80.74 100
54.87 45.56
68.93 92.56
88.03 100
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
General Ledger 313 98.29 98.12
Includes: Chart of Accounts Structure,Controls for Ledgers,Enterprise
Reporting Structure,Journal Entry and Reporting,Journal Vouchers,Ledger
Development and Management,Multicurrency Capabilities,Online Inquiry
Reporting,Parameters and Structuring,Report Writing Capabilities,Variable
Analysis
Accounts Payable (A/P) 235 98.02 99.02
Includes: A/P Ledger Posting,A/P Transactions and Controls,Control of
Payments,Invoice Process and Aging,Journal Invoice Process,Policies and
Procedures,Processing of Checks,Processing of
Payments,Reporting,Supplier Master Data
Fixed Assets 89 97.25 97.05
Includes: Asset Transactions,Depreciation Books,Depreciation of
Assets,Records for Fixed Assets,Tax Reports
Cost Accounting 49 94.9 96.15
Includes: Cost Allocation Processing,Cost Allocations,Cost Data,Management
of Costs
Cash Management 16 98.22 100
Includes: "Miscellaneous" category for charges and deposits,Automatically
records bank cash receipts,Cash projects by currency,Checks committed
funds against cash reserves or availability,Entity, bank, expected date, terms,
and customer payment history are used to create cash projections,Notifies
and reports on statement discrepancies,Prints account statements,Processes
cancelled A/P checks,Projects cash resources from sales, A/R, field services,
and miscellaneous cash,Projects cash utilization from purchasing, A/P, and
miscellaneous cash,Records cash payments and receipts via electronic
banking functions,Records journal entries to the G/L cash accounts,Reports
cash projections,Updates and maintains pay date schedule,Up-to-date cash
balance report,Views of inflows and outflows from cash book by bank, year, or
statement
Budgeting 65 96.73 96.37
Includes: Allocation of Budgets,Budget Accounting,Budget Control,Budget
Development,Budgets
Accounts Receivable 105 97.97 100
Includes: Credit and Collections Management,Data Requirements,Interfacing
Requirements,On-line Requirements,Processing Requirements,Reporting
Requirements
Financial Reporting 35 97.41 98.65
Includes: Miscellaneous,Online Requirements
Project Accounting 51 97.44 97.68
Includes: Cost Coding Structure Creation or Maintenance,Line Item Data
Capture,Project and Cost Coding Structure,Project Creation,Reporting Format
and Tools,Transaction Processing
Product Technology 277 74.86 86.82
Includes: Architecture,Platforms,Reporting,User Interface
Average
Solution
Epicor ERP
Module
Total Criteria
Financial Packages
Module
Total Criteria
General Ledger
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
Parameters and Structuring 44 95.63 97.73
Includes: Archiving of transaction history as well as purge from active
files,Audit log required for any changes to table information that may contain
rates and information used by the system in any way; log contains before and
after, change, date, and user identification,Automatic check to ensure that
prior to deleting a financial record, the account balance must have been
"closed out" (i.e., nets to zero),Automatic linking and posting of control
accounts from related sub-ledger accounts,Automatic year-end rolling of
balances in sub-ledgers and general ledger control accounts,Automatically
inserts actual account balances into the elapsed month's bucket in a future
forecast file at the end of each accounting period when the system rolls into
the next period,Calendar can be defined as uneven periods, adjustment
periods, or to a maximum of 366 periods,Calendar may be organized in a
variety of ways, supporting 999 periods in a financial year,Calendar periods
are defined by the user,Change cross charge percentages without
retroactively changing previously published financial information,Companies
with different regional presences may set a default currency for the financial
division of each region,Distinguishes A/P transactions (of the same type) from
different entities,Each entity's ledger can have its own accounting periods
opened and closed,Each entity's ledger can have its own calendar and chart
of accounts,Exception reporting with drill down capabilities,Fiscal calendar is
defined by the user,Fiscal quarterly periods can be defined as 4-4-5, 5-4-4, or
4-5-4,Flexible general ledger key with multiple levels,Integration with ADP
electronic transmission of payroll data,Jobs required to include error and
warning messages on reports,Lean manufacturing accounting practices and
methods (i.e., manufacturing overheads based on cycle time including
labor),Maintains unit and dollar amount postings in GL and sub-
ledgers,Method for verifying keying to ensure only appropriate records
updated,Multi-entity financial reporting,Multiple calendars,Open any number of
fiscal years or calendar periods at the same time,Organization of calendar
periods determined by the user,Prevents roll from one accounting period to
the next unless the last job run is the financial statements,Processes jobs in
edit and update mode,Provides posting views at the company, market, and
title/SKU level,Provision for use of standards that can be automatically
propagated throughout the system to the various ledgers,Reports to include a
control report that lists pages on which errors and warnings have
occurred,Sets reporting entity and its organizational characteristics,Specifies
a key and rules to have the system automatically purge all records related to
the key throughout the system--sub-ledger accounts, sub-ledger transactions,
tables, rates,Sub-ledgers closed out prior to performing a purge. The closeout
process sets all financial account balances in the sub-ledger to zero by
posting an equal and offsetting transaction,Table master functionality--sets
parameters in a table, has jobs read the table, and creates postings or reports
accordingly,Tracks items in the G/L and sub-ledger by quantity and value (in
whichever currency is used),Translation of balance sheet accounts including
Chart of Accounts Structure 47 98.46 96.38
Module
Total Criteria
Includes: Account balances for the last twenty-four months,Account
description field accepts up to twenty-five alphanumeric characters,Account
numbers may be alphanumeric,Account numbers may contain upwards of
thirty alphanumeric characters,Accounting periods may be designated by
calendar or fiscal years,Accounts cannot be created until an initial transaction
is posted,Accounts may be added to the chart of accounts with characteristics
replicated for all departments,Accounts, cost centers, and departments are
ordered in a logical manner or in numeric sequence,Alphanumeric account
keys,Analysis fields may be defined by users,Assigns a particular currency to
each account,Associates titles and description information with all
accounts,Automatic intercompany accounts reconciliation,Budget accounts
for current and future year,Budgets and accounts can be assigned to a
department,Chart of accounts and titles may have multiple entities, which can
be consolidated,Common chart of accounts,Common chart of accounts for
both the ledgers and the sub-ledgers,Comprehensive system reorganization
facilities including the ability to relate a new chart of accounts to a previous
one,Consolidates multiple entities (unlimited) results including calendars,
chart of accounts, and currencies,Create cost center entities, supporting up to
at least 999,Creates accounts in accordance with structure of the chart of
accounts,Data fields using descriptive flexfields may be added without
programming,Defaults to required number of alphanumeric characters rather
than requiring the maximum allowable,Departments may be added to the
chart of accounts with characteristics replicated for all expense
accounts,Determines the size of the current period's budget for specific
accounts,Fields and segments can be defined in an account structure,Fiscal
year accounting periods are determined by the user,Hides account numbers
for reporting,Maintenance of history for two years (viewing) and five years
(reporting),Manage account hierarchies via a GUI interface (drag-and-
drop),Manages structures for all levels of all organizations,Masking of account
number or portions of account number during editing,Masking of account
number or portions of account number while formulating account
sequence,Multilevel hierarchy roll-ups as defined by the user,Per-account
entry on a monthly basis or annually by cost center,Predicts the size of a
future period's budget for specific accounts,Specifies account types in
structure,Specifies accounting periods, including monthly, quarterly, and year
to date,Standard chart of accounts that can be automatically copied from one
ledger to the new ledger. Results in the automatic creation of a standard set
of financial statements, for example, balance sheets, income statements, and
overhead statements,Statistical accounts, which specify user-defined values
and descriptions containing information that is not monetary,Sub-account
codes for product lines within the account,Sub-account numbers,The current
balance of an account may be determined from within a chart of
accounts.,Track multiple organizational divisions such as business areas and
profit centers,Tracks multiple entities in instances where each organization
Ledger Development and Management 14 98.25 100
Includes: A currency base and the reporting year may be determined and set
for all books,Ability to work online with financial systems while closing jobs are
in process,Assigned books use ledger calendar and chart of
accounts,Calculates and posts expense items in accordance with an
established group of allocation models,Different exchange rates for month-
end processing and budget or reforecast creation,Different overhead/burden
rates for month-end processing and budget or reforecast creation,Divides sub-
ledger into smaller components for departments, cost centers, expense
categories, projects, etc.,Maintains SKU-specific shipment, return and bad
debt unit, and dollar amount data, when GL accumulation of data may be at
higher level of aggregation such as when multiple SKUs are consolidated
together,Manages disparate sets of books for each entity,Manipulates data
within the GL and sub-ledgers according to preset or calculated parameters
defining allocation of postings,Runs monthly processing jobs at the same time
instead of one at a time,Runs monthly statements and budgets at the same
time,Sequential account numbers are not required in order to subtotal
accounts,Users may manage and update a set of books for each entity's
ledger
Enterprise Reporting Structure 15 99.47 98.67
Includes: Account balances originating from different sources may be
consolidated for financial reporting,Base reporting structures on multilevel
departments,Consolidate a department one way and the following year
consolidate another way without changing the prior year's
reporting,Consolidated data views are available for different perspectives
such as entities and geographic units,Consolidation reports for detail and
summary levels,Consolidation source data is automatically removed,Deploys
formulae to create report structures,Diverse charts of accounts may be
associated with structures that are not tied to defined hierarchies,Financial
data consolidated from different entities can be viewed from any number of
hierarchical perspectives,Hierarchy of departments can be consolidated by
levels for summary purposes,Many-to-many relationships may be associated
across sources and targets regardless of accounting treatment,Maps
accounts to business entities with different chart of accounts,Multi-entity roll-
up may be defined by structures for reporting geographic area and functional
responsibility,Multiple level entity structures may be designed without
hierarchy limitations,Reporting structures allow allocation of more than one
account to more than one structure
Journal Entry and Reporting 44 99.6 99.66
Includes: Allots entries to cost centers and divisions by means of a G/L
validated formula,Authorization required for manipulation of historical
data,Automates journal entries which occur in each period,Automatic A/P
entries and maintenance by interfacing with another accounting
system,Automatic cash account entries and maintenance by interfacing with
another accounting system,Automatic inventory entries and maintenance
interfacing with another accounting system,Automatically numbers standard
journal entries in sequence or as predefined (with a manual option),Batch
totals and batch checking,Capability for point-and-click drill down for AP data,
journal entries, and other GL input,Cash summary entries report,Creates a
journal entry by reversing an existing entry while maintaining an audit
trail,Creates automatic posting based on predefined calculation and
information contained in the general ledger.,Creates or generates reversal
postings for transactions generated from a journal entry posted in
error,Creates postings using year-to-date information, automatically reverse
the previous month's posting and replace it with the current posting--can be
done monthly or quarterly,Creates reports containing the summaries of
inventory entries,General ledger account numbers report,Interface with third
party payroll provider for automatic entries and maintenance,Journal entries
can be input online, with user annotations,Journal entries may be input
directly,Journal entries may be statistical (non-financial) or financial,Journal
entries report,Journal entry amount report,Journal entry date report,Journal
entry description report,Journal report information covers all journal entries
and includes identification,Maintains a minimum of five years sales and
expense history for creating management reports,Manually entered journal
entries can be modified before posting,Moves balances from one period to
another with appropriate security,Multi-entity transactions create intercompany
journal entries,Percentage formulae,Real time comparison of journal entries
(individual or batch) for validation and balancing,Real time journal entries
update daily journal file and balances instantly,Recurring journal
entries,Report on fixed asset depreciation capturing a gain or a loss on the
asset's sale,Report writer enables the user to design standard monthly reports
as well as "one-off' reports,Restates prior year results with a different
exchange rate,Spreads a single entry over multiple accounts by using a
spread code based on predefined user criteria,Statistical formulae,Sub-ledger
journals associated with reference numbers and dates,Summarized report of
journal entries from A/P system,Support numerous and complex formulae and
user defined column formatting,Supports cutting and pasting within report
writing application and allow for exporting data to spreadsheet files,Translates
accounts at different exchange rates--one account could be at the spot foreign
exchange rate, another account could be at the historic exchange
rate,Variance formulae (volume/price mix)
Journal Vouchers 41 98.18 99.27
Includes: Adds transactions to a period after it has been closed,Adjustable
start and end dates for determining debit and credit balances,Adjusts prior
periods,Allows entry of any other currency on journal voucher,Audit trails are
available in detail for both internal and external auditing,Automatic inter-
company posting when entry being posted to more than one ledger within the
system at the same time or using the same source (for example, a journal
voucher),Consolidates transactions (as desired by the user),Continuous
transaction numbering with multiple numbering schemes,Creation of
additional financial postings based on financial data entered by journal
entry,Creation of additional financial transactions based on statistical and non-
financial data entered by journal voucher,Debits and credits have separate
columns in the journal voucher entry screen,Designates a journal voucher
suspense account for the G/L to correct entries,Erroneous journal voucher
batches may be removed by mass reversal,Expense accounts are
automatically cleared at year-end close,Flexible number of periods retained
for historical purposes,Foreign exchange calculated automatically when
posting a journal entry in an underlying currency that is different from the
general account to which it is being posted,Initiates new year before closing
previous year,Intercompany eliminations,Interfaces with third party databases
to import and export transactions,Line item calculation and posting for
clearing entries--generates offsetting entries,Month-end accruals are
reversed, without manual intervention, at the start of the following period,More
than one open period is allowed,More than one period can be open
simultaneously,Online journal voucher input with verification of input,Performs
period-end closing multiple times, for trial purposes,Posting to both the
general ledger and sub-ledger simultaneously,Posts journal entries and
events to different books concurrently,Posts journal vouchers to the current
period while prior period remains open,Posts to different accounts in several
companies with the same posting source e.g. journal voucher,Prior to close,
multiple period-end closes can be performed,Real time posting enables direct
transaction posting and journal saves, provided that there are no
errors,Recurring journal entries are automatically posted by the G/L for each
accounting period,Splits general invoice amount into detailed categories for
the acquisition of various items,Start and stop dates for recurring journals may
be determined by the user,Start and stop dates for standard journal
transactions may be determined by the user,Summary or detail postings to
the G/L from sub-ledgers,Transaction completion triggers batch report
updates,Uploads PC-created journal vouchers directly in the system,Upon
transaction completion, issues batch control totals,User-defined calculations
and postings for monthly jobs by utilizing tables,User-defined or controlled
close processing
Controls for Ledgers 7 96 95.71
Includes: Identifies accounts that are inactive and inhibits or prohibits posts to
those accounts,Rules validate and ensure consistency of fields and
accounts,Suspense account creation to hold transactions with errors, to be
processed and permanently classified at a later date,Suspense accounts
classified by error code,Ten or eleven check digits may be set and managed
per module,User-assigned security rules restrict entry and query access to
specific entities, accounts, or ranges of entities and accounts,Verifies
account, sub account, and cost center combinations
Multicurrency Capabilities 24 98.83 92.08
Includes: Accommodates multiple currencies for transactions, accounting,
and financial reporting,Automatically determines unrealized gain or loss due
to fluctuations in currency rates,Automatically restates, at a new exchange
rate, consolidated multi-currency financial information (for prior year actual,
current year budgets, and forecasts) that are in the system at a different
exchange rate and then quantify what the difference was due to the change in
foreign exchange rates,Compliance with section 1650 of the CICA handbook
regarding unrealized and realized gains in foreign exchange,Complies with
generally accepted accounting principles (GAAP),Converts currency at
present exchange rate,Converts currency at point of transaction,Converts
currency automatically, based on the functional currency for a set of
books,Converts currency using average rate for an accounting
period,Converts currency using historical rate for an accounting
period,Converts currency using spot rate,Defines different rate options
including daily, period end, historical, and weighted average,Euro
currency,Exchange rates defined automatically or manually,Foreign exchange
gain/loss for reporting,Import process also cross-references accounts and
converts currency,Manages and updates ledger in multiple
currencies,Records gains and losses,Remeasurement and revaluation
processing,Revaluates foreign currency accounts,Separate management
reporting from statutory reporting. As a result management reporting would be
created using information from different legal entities,States prior results with
a different historical exchange rate,Translates and determines current month's
consolidated financial results as the difference between the current year to
date at one foreign exchange rate and the prior month year to date at a
different foreign exchange rate; and reports this difference as the current
month's activity,Translation of actual or budget balances or prior year
balances
Online Inquiry Reporting 9 100 100
Includes: Account activity and balances for current year available
online,Account balance for previous year available online,Amount designated
for a planned project available online,Compares actual operation results to
the planned budget, online,Compares current year to previous year or
years,Current period and balance activity,Online drill down queries include
summary and detail specific accounts, journal entry reviews, payable invoices,
funds available, and variance calculations,Query on detailed G/L journal
information and the original sub-ledger,Standard account inquiry that drills
down to the source of the transaction in real time and extracts data; also
includes analyses fields
Report Writing Capabilities 65 99.28 99.77
Includes: Automatic linking and posting of sub-ledgers to control
account,Balance sheet comparison showing different periods'
balances,Budget statement comparison including current state and journal
details,Built-in management reporting system with key statistics,Comparison
on different types of income statements,Contribution reports by
company,Contribution reports by product line,Cross-references user accounts
with organizational units,Detail and summary level in G/L report,Documents
accruals and reversals in an audit trail, based on a user-determined
period,Exception reporting--the system is capable of identifying a variance
and then supporting drill-down to identify the source of the variance--back to
an invoice image if required,Exports as tab-delimited spreadsheet
format,Financial reporting format is determined by the user,Flexible date line
formats within same report, as determind by the user,Generates control
reports of all accounting activity within different areas of the
company,Generates report of account activity and transactions that are
posted using the spread method, against budget and variance in a given fiscal
year,Generates reports on account transactions via user-determined data
criteria,Generates reports on transactions and entries using account classes,
account groups, or rolled-up accounts, or other user-specified groups,Lists
chart of accounts,Maintains a transaction's cross-reference code from its
source through to its final posting on the G/L,Number of print lines on a page
and page breaks is user-defined,Produce reports on standard operating
system default,Report for the profit and loss statement and balance
sheet,Report on fixed assets,Report writer for the G/L,Report writing tool is
not required to generate a division activity report,Reporting and customizable
graphics including pie charts, histograms, and bar charts,Reports can be
created separately by business entity,Reports can be exported in a tab-
delimited format,Reports for entity accounts, sub-accounts, cost centers, and
projects,Reports on areas of accountability based on the functional
domain,Reports on areas of accountability based on the product,Reports on
exceptions (defined for process and transaction parameters),Reports
profitability by company,Reports profitability by product line,Reports that have
been rounded crossfoot with total lines,Reports the distribution of funds in
accounts,Responsibility reporting by entity,Responsibility reporting by user
account, responsibility center, or organizational hierarchy,Responsibility
reporting for different levels of management,Rounding by column,Rounding
by report,Specific reports may be requested,Subtotals and separates
calculations,Summary and detail levels for trial balances,Support multi-level
consolidation of reporting entities,System maintains standard cost data for
reporting, allowing multiple options for same report,System maintains
standard rate data for reporting, allowing multiple options for same
report,Total line and data line can be formatted differently,Tracks and
documents all maintenance transactions for each account,Tracks
intercompany sales for reporting and tax (transfer pricing)
Variable Analysis 3 97.5 100
Includes: Analyzes deviations and changes in volume, efficiency, and
standard rates,Compares variance, budget, forecast, and prior year in any
combination,User-specified deviances by percentage or amount
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
Policies and Procedures 12 98.33 100
Includes: Alternate methods of data entry such as scanning and light
pens,Approved vendor list for all business entities,Company, division, or cost
center accounts,Data associated with business units according to
organizational hierarchy,Different business segment views for supplier and
payables information,EFT,Fields for data input may be determined by the
user,Multiple banks and accounts,Multiple companies, divisions, and cost
centers,Sets up A/P system with distinct processing cycles for each company
or account code,Uses accrual basis accounting,Vendor restrictions according
to business entity
Supplier Master Data 34 98.46 99.12
Accounts Payable (A/P)
Module
Total Criteria
Includes: 1099 or W2 vendor designation (US tax forms),Contact name of
supplier,Contact number,Creates separate records for vendors not used on a
regular basis,Data entry screens for high-volume activity are supplier-
specific,Default account assignation by supplier,Default currency by
supplier,Discount percent available based on supplier criteria,G/L account to
be charged and the monetary amount,Identifies supplier by type (including
freelance, employees, one-time, US tax W2 or 1099 info, etc.),Issue date of
voucher,Manages foreign currency hedge contracts,Manages miscellaneous
supplier data such as insurance numbers, addresses, telephone numbers,
etc.,Monetary amount of discounts for acquisitions within a time frame,PO
number,Postal code field (including US zip code format),Records date
payment must be received for a discount to be effective,Standard terms and
the ability to mass change,Supplier's invoice or credit number for reference,
including amount and date,Suppliers listed alphabetically by supplier
name,Suppliers listed by postal code,Suppliers listed by supplier
code,Suppliers with multiple locations, addresses, and currencies,Tracks
check number, date of issue, and amount,Tracks taxes associated with each
supplier as well as item discounts calculated before tax,Value of discounts
used,Vendor address,Vendor currency,Vendor history with most current
invoices listed first,Vendor insurance numbers/EIN,Vendor name,Vendor
number,Vendor type,Voucher ID (in sequence)
Invoice Process and Aging 36 98.29 98.75
Includes: "On hold" designation may be attributed to invoices in system,A/P
aging report on outstanding items,A/P class code aging,A/P due-date
aging,A/P invoice date aging,A/P system performs maintenance of all invoice
information fields,Allocates cost to projects,An invoice that was entered in the
system as a system check can be redesignated as a manual check,Audit
report for any changes to the vendor master file--should show the information
before the change, indicate what was changed, who changed it, and what the
new information is,Creates miscellaneous distribution lines to record charges
and invoices for items that do not have POs,Currency and exchange rate
defaults by vendor,Currency and exchange rate overrides by
invoice,Distributes invoices to different accounts within separate companies
or locations,Edits exist to ensure that sales and use tax is entered into the
system,Flags outstanding items,Flexible invoice processing (e.g. one check
from multiple invoices or multiple checks from a single invoice),Handles a
batch filing system--each invoice requires a cross reference number in the
system as well as a vendor code,Increases or accumulates, over time,
vouchers and receivers that are not invoiced or are not recorded as a
transaction,Inserts invoices for future periods,Invoice batch edits for checking
data input prior to update,Invoice inquiry supports search by dollar amount,
invoice number, vendor number, vendor name, or alpha key,Links cost
adjustment back to original invoice and ensures adjustment is tied to check or
payment of the original invoice,Maintains at least four years of invoice details
(current year and three prior years),No new vendors added at invoice entry
(security),Option to pay invoices immediately,Overrides sales and use tax at
vendor level,Paperless matching--match and pay without invoice,Produces
(US) government 1099 and W2 forms and tracks payments,Recognizes credit
notes or cost adjustments made by user,Scanned invoice images available
online,Scans accounts payable invoices into system with option to drill down
to view invoice,Sends or routes invoices to various departments for approval
and on request produces a report by department that ages the invoices either
by invoice date or date sent to department (i.e., tracks the status of a
document and to whom it has been sent),Suspends, puts on hold for an
individual vendor, individual invoice, and individual line,Three-way invoicing or
PO options by invoice, PO, and receiving document match,Two-way invoicing
or PO options by invoice, PO--on hold until received,Validates vendor invoice
numbers, with only valid invoices posted to the accounts payable ledger being
scheduled for payment
Journal Invoice Process 35 96.76 98.29
Includes: Accrual-basis accounting for recognizing revenue,Automatically
accrues vouchers as they are released,Automatically calculates accrued
amounts of inventory, materials, and equipment liability at month-
end,Automatically calculates month-end accruals posted to the journal
voucher and reverses transactions that are not invoiced,Automatically creates
an intercompany billing report to show transaction details,Books and reports
purchase price variance in instances of discrepancy between projected and
actual costs,Calculates discrepancy between discounts and cost of
capital,Calculates purchase price variance by comparing the purchase price
per item against standard cost,Debit and credit memos can be specified for
an invoice or account,Designates G/L entities on A/P transactions,Establishes
recurring voucher payments,Links invoice number to G/L journal
number,Multiple companies can be aggregated, with one company
designated as the paying company,Multiple open periods--year-end,Multiple
vendor sites can be used on a voucher, including different addresses for
shipping and remitting,Multiple vouchers for a receiver or creditor,Online entry
and processing of vouchers, with views for purchase order information,
receiving document information, and credit memo information,Online view of
voucher's dollar value before release,Payments can be made from multiple
banks,Pays all invoices on the open item listing, or all invoices up to and
including a particular voucher number for a vendor or a range of
vendors,Periodic expenses, which do not have an invoice, or where the
invoice covers consecutive periods, can be set up as individual vouchers for
each period,Prepays vouchers or makes payment with manual
checks,Provides report of each transaction by voucher,Releases all invoices
in a date range as indicated by the voucher record discount pay date,Reports
transaction details of accounts payable invoices posted to the G/L
account,Sorts open invoices by expected payment date to project cash
requirements,Sorts open invoices by expected payment dates when the
voucher is processed, and corrects discrepancies,Suspends payment for a
voucher and records amount due,Three-way matching for invoice, order, and
receipt information (automatic and accommodates tolerances),Tracks and
maintains vouchers that may not be discounted,Tracks payment- and
discount-related information,Uses classification codes to group
transactions,Uses vouchers to select which items will be paid,Validates
account code data online,Voucher aging by voucher dates or effectivity dates
A/P Ledger Posting 7 98.43 100
Includes: A/P balances at business unit and plant levels,Account codes can
be overridden or inputted,All transactions are posted daily to the A/P ledger
and are automatically posted to the G/L,Detail or summary G/L posting
review,G/L distribution report,Projects total inventory dollars during a user-
specified period,Reports to the G/L account the total value of all transactions
that occurred in a specified period
Control of Payments 6 100 100
Includes: Negative amount can be added to an invoice (negative invoice line)
to indicate, for example, trade discounts,Places holds on all vendor invoices
for a given vendor,Release payment at vendor level, invoice level, or line
item,Supports selective payment by vendor type,Verification to prevent a
vendor active in current year from being deleted,Verification to prevent a
vendor with an open PO or unpaid invoice from being deleted
A/P Transactions and Controls 7 95.5 95.71
Includes: All A/P transactions updated in real time,Checks online batch total
or voucher balances,Corrects distribution errors online without having to
reenter or reverse entries and transactions,Deletes inactive vendor after a
user-defined period,Online entry for all A/P transactions, including EDI
entry,Selected transactions on deferred batch,Validates vendor invoices to
avoid duplication
Processing of Payments 43 97.99 100
Includes: Accepts invoices without a PO,Alerts users of outstanding action
items,All transactions pertaining to a particular vendor are assigned to a user-
specified account,Allocates freight costs at distribution line level to a company
or division,Allocates sales tax at distribution line level for a company or
division,Approves POs online,Archive program or routine identifies and saves
all closed payments and receipts that have not been vouchered,Assigns dates
and standard number of days to credit or discount terms,Automatically
calculates discounts,Automatically calculates discounts based on vouchers
and terms of credit,Automatically calculates lost discounts resulting from late
or unrealized payments,Automatically calculates net payment, incorporating
discounts and discount dates,Automatically generates PO number,Back-end
tax reporting for sales and use tax--a list of invoices processed during the
month, which indicates the sales and use tax--input tax credit
claimed,Cancels or suspends standard vendor terms,Clearly identifies legal
entity generating the PO document,EDI of purchase orders and invoices for
select vendors,EFTs,Handles electronic transfer of PO information from any
operational area,Multiple search criteria, including vendor, invoice number,
and dollar amount,Navigates directly to a specific invoice (for example, by
double-clicking on listing),Online view of vendors with current unpaid
balances,Overrides discount amounts,Partial payments,Payment holds based
on the performance of vendors,Payments may be processed even when an
invoice does not exist,Posts invoices to future periods but pays them in the
current period instead of holding onto them,Posts sales tax to user-specified
account,Prepayments,Procedure to pay employee trip advances on a per-trip
basis,Processes credit card payments,Provides summary and aged listing of
documents or invoices sent to a department (date based on invoice date, date
routed, and date sent),Queries online accounts' voucher histories and
analyses of payment histories, late payments, and cash discounts,Queries
open and closed payables,Recurring payments can be set at irregular
intervals,Recurring payments can be set on weekly, monthly, quarterly,
annual, or semi-annual basis,Sets frequency of recurring payments,Skeleton
voucher containing standard recurring information,System security based on
organizational and legal entity control,Tracks status of document (invoice and
PO) and to whom it has been sent,Travel and entertainment reporting as well
as verification by employees,Users can specify complex payment discounts
for a payment period by using term codes, such as "step down",Web-enabled
activity, such as allowing employees to e-mail expense reports for processing
Processing of Checks 35 97.31 98.29
Includes: Automatically reconciles the bank account with the accounts
payable payment history,Automatically reverses distribution when a check is
voided,Check number count before new check run,Check run can be
recovered and initialized if there are printing problems,Checks can be written
from more than one bank,Creates a report on all issued checks, including
manually entered and voided checks,Electronic funds transfers and direct
deposit for employees,Flags checks requiring attachments prior to
mailing,Funds can be drawn from more than one bank,Generates a manual
check of an invoice already in the system as an open item waiting to be paid
by a computer check--inputs a batch that will transfer the invoice from open
item to paid status,Invoices are automatically returned to the system if a
check is voided,Laser-printed checks,Monthly check registers by
bank,Multiple banks and currencies,Posts invoices being processed to one
accounting period, but posts the check run to another accounting
period,Prints checks requiring attachments at the beginning of a check
run,Prints employee expense payments using a sequence distinct from
vendor payments,Prints sequence of checks by supplier name or supplier
name within a specific bank,Prints sequence of checks by supplier number or
supplier number within a specific bank,Prints sequences of checks by
ascending dollar amount,Processes cancelled checks,Procurement card
processing,Reconciles checks and accounts that are manually
input,Reinstates an invoice or cancels a check (still payable by the
system),Reports all the transactions of a vendor during a specified
period,Sorts check runs based on dollar amount of checks,Suppliers can opt
to receive a single check per invoice,Supports automated check reconciliation
from the bank,Supports the transfer of data of all cashed checks from
banks,Users can select criteria such as supplier number, voucher number,
due date, and discount date, to determine check sequence,User-selected
check formats include printed check and EFT formats,Uses void and
replacement check numbers when bank activity is reconciled with account
activity,Verifies that checks were written by approved personnel only,Voids an
invoice or check (no longer payable by the system); reverses original
distributions; and adjusts the outstanding check lists (while leaving a
complete audit trail),Voids and replaces checks
Reporting 20 99.15 100
Includes: 1099 and W2 reporting and form printing (US tax purposes),Age trial
balance vendor listing,Age trial balances and vendor payment history
(YTD),Automated workflow--A/P automatically updates and sends message to
the general accounting group that a transaction has taken place,Creates
report of expenses by cost center or division,Creation of ad hoc reports by
user (for example vendor payment history report),Employee expense reports
(month-to-day and year-to-date),Employee expense reports include details on
meals, transportation, lodging, etc.,Employee receivables
statements,Expense reports contain summarized lists divided by
category,Lists information on vendor account balances and specific vendor
line items,Monthly check registers,Prints items in base currency or in
transaction currency,Recurring payments schedule,Reports details of bank
transactions and bank balances,Reports on open travel advances and
associated data,Reports on payment hold details, including who placed the
hold and when; and when the payment is to be released,Shows cash amount
necessary to pay outstanding invoices,Tax reporting for sales and use tax:
summary by vendor or invoice of all input tax credits processed in the month
by the A/P system,Travel expense reporting capability
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
Records for Fixed Assets 27 98.46 96.48
Fixed Assets
Module
Total Criteria
Includes: Asset disposition date and value,Assets can be tracked by asset
number, description, type, tag number, location, PO, invoice number, or
lease,Assets may be tracked by parent/child relationships,Captures asset
data such as A/P reference, date of purchase, and cost,Compares actual
additions to the capital budget and calculate variances,Compares approved
funds request to a capital budget as well as actual additions to the approved
funds request (actuals, approved funds, and budget can all be different
numbers),Creates unique asset tag numbers by using tag controls,Date of
asset transfer,Descriptions of assets,Expense account for G/L
depreciation,Profit/loss by book and tax,Projects current year's depreciation
by cost center as well as adding a future year's capital budget; then projects
the future year's depreciation by cost center,Provides depreciation calculation
results for current and future year,Purges and restores archived data,Records
the tax cost at the time of the acquisition by using a percentage of the asset
cost,Reports against a capital budget,Specifies the original PO number and
vendor,Tax basis by disposal value,Tracks asset locations,Tracks asset
numbers and types,Tracks asset tag and serial numbers,Tracks assets by
company,Tracks both the book and tax depreciation balance at the date of its
transfer,Tracks information on leased assets,Tracks leased assets and
intangible assets,Tracks non-depreciating assets, such as expensed items or
land,Tracks the total depreciation (book and tax) of an asset since it has been
in service, the current depreciation method being used
Asset Transactions 17 97.53 99.41
Includes: Construction-in-progress reporting,Current cost,Designates
adjustments as amortizations or expenses to cost, depreciation method,
production capacity, or salvage value,Generates asset reports on additions,
transfers, retirements, adjustments, ledger, property listing, and cost and
reserve summaries,Generates gains and losses transaction reports by asset
type and cost center,Generates reports on all leased assets, their details, and
payments information,Generates reports on all operating lease
payments,Generates reports using historical, constant, and current dollar
value,Generates transaction reports for period additions; transfers; disposals;
and depreciation, by asset type and cost center.,Maintains up-to-date data on
depreciation for a group of assets,Multiple asset retirement options based on
period, cost, with trade-ins, etc.,Online asset tracking,Online views of fixed
assets and transaction records,Records details on leased property,Records
values of asset appraisals,Retirement reversals,Transfer asset options
including fully or partially, current period or retroactively, and mass transfer
Depreciation of Assets 16 96.81 98.13
Includes: Adds new depreciation methods,Asset information (such as
department and type) presented for depreciation methods,Automatically
calculates changes in depreciation at period end,Creates what-if scenarios to
project depreciation,Depreciation may be calculated year-to-date or period-by-
period,Depreciation method change reports,Depreciation
methods,Depreciation methods: straight line, declining balance, sum-of-the-
years digits,Flexible asset depreciation calendars,Generates depreciation
projections,Standard and user-defined depreciation calculations,Straight-line,
declining balance, sum of year's digits, units of production, and flat rate
depreciation methods,User can convert an accelerated straight line
depreciation method,User defined depreciation rates can be rules-based,User-
defined prorate conventions and retirement conventions,Uses prorate
conventions, including half year, actual months, months after, modified half
year, and full year, for the first year of an asset's life
Depreciation Books 11 98.68 99.55
Includes: Any number of assets can be listed in depreciation books,Any
number of fiscal periods or calendars can be listed in depreciation
books,Automatic end-of-period updates to G/L,Balances a manually entered
fixed asset entry with the entry in the A/P records,Conducts asset transactions
and reconciliations among multiple companies and divisions,Enters and
tracks expensed items for property control,Flexible parameters for
depreciation books,Generates exception reports for F/A and A/P
reconciliation,Reports transfers between company and divisions in individual
reports and consolidated reports,Updates F/A records automatically whenever
a transfer or disposal is entered into journal,Updates fixed assets from an A/P
entry
Tax Reports 18 94.78 91.67
Includes: ACE reporting,Adds assets and copies transactions to tax
depreciation books,Assessment of gains and losses for property
disposition,Assigns and calculates investment tax credit rates and a basis
reduction rate for an asset in the tax books,Associates tax data with individual
assets,Automatically calculates tax adjustments when an asset is
disposed,Calculates tax depreciation in compliance with US federal tax
books, ACRS, ADR, and CLS,Calculates the gain and loss of a disposed
asset for book and tax purposes,Default depreciation rules based on initial
service date for asset,Deferred depreciation,Examine depreciation costs and
expense ceilings,FASB 13 compliant,Generates book and tax depreciation
using IRS tax tables,Generates forms required for IRS reports,Group or
composite tax depreciation accounting,Short tax year accounting,Tax
depreciation reserve for current and past fiscal years maintained with
depreciation expense changes,Uses municipal and state/province/territory
codes when reporting property tax
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
Cost Data 4 95.5 100
Includes: Maintains multiple calculation codes for various algorithms used in
calculating different cost data.,Overhead rates,Surcharges can be applied as
fixed amounts over the nominal cost, percent of total cost, etc,Uses
parameters to determine whether a work center rate or task rate will be used
in the calculation of operation rates
Cost Allocations 14 95.5 92.14
Includes: Activity costs traced to triggering cost objects,Assigns user-defined
allocation codes to activities that generate cost,Attributes cost pool dimension
codes for the source and target of the allocation,Automatic revisions to cost
driver data,Cost calculation activities determined by users with proper
permissions,Flexible cost category definitions based on applicable G/L
account groupings,Flexible cost object activity definitions,Groups dimension
codes into cost pools by dimension type,Imports cost driver data from multiple
operational data sources,Models cost allocation code definitions,Total or
partial transfers from ledger account to costing categories,User-defined
budget allocation codes,Uses allocation codes to group accounts into cost
categories,Uses allocation codes to post results to G/L
Cost Allocation Processing 26 93.6 98.46
Cost Accounting
Module
Total Criteria
Includes: Allocates actual or budgeted costs to appropriate ledgers,Allocates
cost by multiplier, quantity, or amount,Allocates to expense, revenue, asset,
asset reduction, liability, capital, and capital reduction accounts,Allocation
results can be exported to report writer,Allocations are based on historical,
actual, or projected budget data,Allocations to organizational segments
determined by function, profits, etc.,Audit report tracks allocation costs made
to the G/L and their transaction histories,Cost allocations driven by formulas
using unlimited, statistical, fixed amount, and period-to-date factors, as well
as unlimited nesting,Costs allocated among different cost group reporting
dimensions are determined by the amounts posted to the ledger account of
each cost category,Costs can be allocated to an item via various processes,
including fixed multiplier, volume or statistic, weighted or moving average,
standard cost, direct allocation, etc.,Defines and identifies an allocation by a
pool of accounts or departments where it will be recorded,Defines and stores
cost allocation factors and transactions for future or recurrent use,Flexible
ledger costing categories,Generates reports on allocations without posting
results,Groups accounts into cost categories, and allocates amounts from one
reporting dimension code to another,Intracompany allocations and
intercompany allocations,Journalizes allocations so they can be posted to the
G/L,Logs past cost allocations for comparative reports,Mass concurrent
updates of actual, budget, and encumbrance balances through batch
distributions,Posts cost allocation in the G/L,Reports the direction of an
allocation distribution sequence as to/from,Runs multistep allocations to
accounts, and then reports by running different batches for each
step,Specifies source and target reporting dimension codes used for the six
dimensions, including the activity, in the allocation,Users can define periods
when current period allocations are totaled, such as quarter-to-date, semi-
annual, and annual,Uses net cost allocations to run multiple reallocations
during the same accounting period,Uses sequential or concurrent close-out
methods to allocate cost
Management of Costs 5 95 94
Includes: Assigns user-defined number of cost elements for each cost
category,Costs managed using both standard and average costing,Maintains
or updates the current or average cost of an item or service,Plans production
costs based on demand and forecasting,Vertically summarizes cost elements
throughout product structures
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
Up-to-date cash balance report 0 100 100
Projects cash resources from sales, A/R, field services, and miscellaneous
cash
0 99.5 100
Projects cash utilization from purchasing, A/P, and miscellaneous cash 0 99.5 100
Checks committed funds against cash reserves or availability 0 99 100
Updates and maintains pay date schedule 0 97 100
Reports cash projections 0 99.5 100
Entity, bank, expected date, terms, and customer payment history are used to
create cash projections
0 99.5 100
Cash projects by currency 0 96.5 100
Views of inflows and outflows from cash book by bank, year, or statement 0 96 100
Records cash payments and receipts via electronic banking functions 0 99 100
Cash Management
Module
Total Criteria
Notifies and reports on statement discrepancies 0 99.5 100
"Miscellaneous" category for charges and deposits 0 99.5 100
Processes cancelled A/P checks 0 89.5 100
Records journal entries to the G/L cash accounts 0 100 100
Prints account statements 0 100 100
Automatically records bank cash receipts 0 97.5 100
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
Budget Control 4 91.25 95
Includes: Budget control logic can be defined at any area of the account
structure or for any number of levels,Budget control logic defined by
document source or type, or by user,Budget tolerances and budget and field
overrides can be defined by user,User-defined period intervals
Budget Accounting 7 98.21 99.29
Includes: Annual, quarterly, monthly, or customized budget periods,Creates
financial statements in conjunction with budgets,Establishes mandatory
budgets for selected balance sheets, accounts, and profit and loss
accounts,Income, expense, liability, assets, and equity accounts can be used
in the budgeting process,Multiple budgets can be created from a single
account to create what-if scenarios and for forecasting,Pro rata distribution of
annual budgets over different periods, including quarterly, monthly, or other,
customized periods,Pro rata distribution of quarterly budgets over monthly
accounting periods
Budget Development 10 98.35 95.5
Includes: Budget report summaries for executive or management
review,Budgets can be viewed online and interactively,Future costs and
revenues can be based on different rates, standards, volumes, and user-
specified factors,Generates a new budget by using data from historical
budgets, and changes in historical actuals and percentages,Generates
budget using historical budget and actual budget,Integrated budget
tools,Recalculated projections are automatically updated in an open
budget,Uses historical budgets and actuals to automatically project
trends,Uses historical budgets and actuals to create reports predicting
trends,Worksheet tools for developing budgets
Budgets 41 98.32 97.07
Budgeting
Module
Total Criteria
Includes: Allocates an amount across accounts,Allocates based on
percentages, which are based on statistical account balances (such as head
count and floor space),Automatically inserts account balances into the
elapsed month's buckets at the end of each accounting period when the
system rolls into the next period,Automatically recalculates the budget or
current forecast at prevailing exchange rate or another user-specified
rate,Budget versus forecast comparison,Budget/forecast master files can be
edited online to make top-line adjustments,Changes future forecast bucket
and rolls future forecast into current forecast,Changing percentages mid-year
does not change numbers retroactively to preserve integrity of numbers that
have been previously reported,Compares budget versus actual dollar
activity,Compares current year's budget and actuals against last forecast for
previous year, actuals for previous year, or last year's budget,Creates budgets
for same titles or SKU over several months,Creates forecasts using different
timeframes for different business entities,Different companies can have their
forecasts rolled separately to comply with their budgeting timetables,Display
all twelve months worth of the current year's budget by month, versus the
most current forecast at the aggregate and detailed levels, and versus the
prior year's actual at the aggregate and detailed levels,Formatting of budget
reports similar to standard financial reports, but uses twelve months of data
instead of one,Formatting of roll ups and consolidations similar to standard
financial reports, but uses twelve months of data instead of one,Generates
and updates budgets in real time,Increases or decreases overheads by
entering a percentage for specific accounts or for groups of accounts,Maintain
budget and forecast comparative data in the GL and sub-ledgers for viewing
and reporting on both balance sheet accounts and income statement
accounts,Many versions of the budget can be created for the current
year,Minimum of five budget and forecast files, including budget (this file
never changes),Minimum of five budget/forecast files, including current
forecast,Minimum of five budget/forecast files, including next years'
budget,Multiple budgeting cycles for separate lines of business,Multiple
budgets for current and previous years,Multiple sets of cross charge percent
(for current year, and forecast and future years),Online reports of budgets to
actual,Produces a consolidated corporate budget or re-forecast,Produces
reports on standard operating system default,Produces reports rounded to
dollars, hundreds, or thousands,Reports budget, current forecast, and prior
year actual using dollar amounts and percentages,Reports can compare last
year's actuals or budgeted amounts to current year's actuals,Restate the
budget, forecast, or prior year results at the current foreign exchange rate and
quantify what the change is due to the change in foreign exchange rates,Rolls
information for the current accounting period into the future forecast bucket
prior to the system rolling into the next accounting period,Runs actual,
budgeted, and forecasted statements at the same time, using different
exchange rates,Specified titles or SKUs can be bypassed in a budget
Allocation of Budgets 3 97.5 95
Includes: Budgets are proportionally distributed to other accounts or
groups,Defines budget level financial allocations,Upper-level budgets are
distributed among appropriate division-level or detail budgets, by accounting
groups, organization units or departments, product lines, or projects.
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
On-line Requirements 7 98.57 100
Accounts Receivable
Module
Total Criteria
Includes: Accepts debit memo and credit memo transactions as adjustments
to the customer accounts,Accepts manual entry of invoices, cash receipts and
adjustments with G/L accounts and effective dates,Identifies each transaction
via reference number (such as batch number and line number) that is
sequentially generated by the system,Invoice, cash receipt, or adjustment
transactions may be directly entered, bypassing batch entry
requirements,Invoice, cash receipt, or adjustment transactions may be
entered in batches,Reject or suspend batches not balancing on either item or
dollar totals,Selects or generates reports on customer master records through
the same screen that is used to select and display customer records
Processing Requirements 14 96.79 100
Includes: Allow either open item or balance forward processing of
receivables,Allows for backorders and changes,Automatically balances the
A/R master file and checks the total file balance against the accounts in the
G/L master file,Compute late charges for customers not paying within a
defined time period,Consignment invoicing and tracking,Consolidate multiple-
location customer billings into a single open item, due from one paying
location,For reporting purposes accept cash sales as a specially coded
receivable and cash receipt,Inter-company receivables are processed and
accounted for,Issuing invoices for percent complete,Manages foreign trade
zones,Provide a purge process that moves accounts receivable master file
records to a history file,Receivables can be sold to a third party and can be
identified as non-qualified in user-defined fields,The A/R master file internally
balances individual open item A/R records against corresponding account
balances in the customer master file, automatically, and reports
exceptions,Tracks advance payments and down payments, and posts them to
A/R when the sale is taken
Data Requirements 19 97.68 100
Includes: Ability to allocate customer PO to invoices from several business
units and create external consolidated invoices,Accommodates multiple ship-
to information for a sold-to,Allow "lease" or "loan" designation with tax
adjustments,Automatically generate commission credits to agents or internal
sales people,Code fields are user defined for adjustment by plant tied to
G/L,Groups orders for commission calculation,Identifiers for tax
purposes,Maintain a customer table with active or inactive status
data,Maintain a customer table with customer defaults, which differ from
standard defaults,Maintain a customer table with multiple addresses for sold-
to, ship-to, and bill-to,Maintain a customer table with multiple contacts,
including name, location, title, phone, and fax data,Maintain a customer table
with name data,Maintain a customer table with payment terms,Maintain a
summarized history of all written-off customers and invoices for five
years,Provide automated numbering of customers with user-defined sorting
and sequencing capabilities,Stores salesperson ID numbers, ISPs, and
agents,System security by user ID-limits, cash tolerances, and tax override
privileges,Tracks new business as well as pending orders confirmed and
unconfirmed,Tracks the customer, when sold-to is a finance company
Reporting Requirements 17 98.71 100
Includes: A/R aging report shows a line item for each invoice posted to the
A/R master file,Ages receivables either according to invoice date or according
to due date,Ages the receivables according to user-definable time
buckets,Balance forward system produces a period end A/R trial balance
showing each account's open period balance, all posting activity, and closing
balance,Creates a management summary or a key indicator report containing
a summary of A/R activity, including DSO, bad debt ratio, and percent of
current accounts,Creates A/R aging reports with one line item per
customer,Forecast cash receipts based on the historical payment patterns of
customer accounts,Permit printable "customer record only" invoices and
retain for history (must be memo-only and not post to G/L),Print an accounts
receivable exception report listing all accounts with credit balances,Print
customer statements showing detailed activity and net amount due for the
period,Print dunning letters allowing different sequences to apply to different
customers,Print dunning letters using a sequence of different dunning letter
texts, each being printed in successive months,Produce a general ledger
distribution by plant or business unit whenever journals are forwarded to the
general ledger,Produces an A/R journal that lists all activity posted to the A/R
master file, and sorts report line items by either batch and line number or
customer number,Provide a complete listing of the customer master file,
which shows each data element in every record,Provide a customer contact
listing, showing name, phone number, and other contact information by
customer,Upon request, print a batch listing, showing every item in a
particular batch
Interfacing Requirements 17 98.94 100
Includes: Accepts automated clearing house transactions (EFT) from the
invoicing system sent to specific customers in lieu of invoices,Automatically
prepare general ledger journal entries by all discounts and deductions
recognized through the cash receipts process,Automatically prepare general
ledger journal entries by allowance for un-collectible accounts,Automatically
prepare general ledger journal entries by business unit, for cash
receipts,Automatically prepare general ledger journal entries by currency
gains and losses due to foreign currency invoices,Automatically prepare
general ledger journal entries by customer deposits,Automatically prepare
general ledger journal entries by inter-company accounts receivable and
sales,Automatically prepare general ledger journal entries by sales, inventory,
and cost of goods sold activity that occurs in the invoicing
system,Automatically prepare general ledger journal entries by write-
offs,Create a single journal that summarizes activity by adjustments,Create a
single journal that summarizes activity by invoices,Create a single journal that
summarizes activity by cash receipts--auto cash transaction type,Create a
single journal that summarizes activity by freight transaction type,Create a
single journal that summarizes activity by specific invoice line items,Create a
single journal that summarizes activity by taxes--Vertex Quantum tax program
transaction type,Produce detailed general ledger journals, one for every
accounts receivable transaction,Receive invoices and debit or credit memo
transactions from the invoicing system
Credit and Collections Management 31 97.11 100
Includes: Automatically calculates a coded credit risk classification for each
customer using rules set up in the accounts receivable system,Capability of
deactivating a customer but keeping the history,Credit limits per order can be
input and maintained in the customer credit information screen,Customer
information is displayed on a collections call history screen,Customer master
file is organized so that credit responsibility is split among multiple credit
representatives,Date and nature of collection calls is displayed on the
collections call history screen,Historical and statistical information about
customer accounts are displayed on an online account performance inquiry
screen,Interfaces with the order entry system and shipping department by
placing new orders on credit hold whenever CIA or COD terms apply to that
account,Interfaces with the order entry system and shipping department by
placing new orders on credit hold whenever the account has open invoices
that have aged beyond a specified number of days,Interfaces with the order
entry system and shipping department by placing new orders on credit hold
whenever the account is on credit hold,Interfaces with the order entry system
and shipping department by placing new orders on credit hold whenever the
order is above the customer's per order credit limit,Interfaces with the order
entry system and shipping department by placing new orders on credit hold
whenever the order places the account over its credit limit,Online entry and
maintenance of key ratios can be done in a customer credit information
screen,Prepares a file of credit transactions that can be sent to outside credit
sources (credit interchange),Prints a dunning report showing which customer
received which type of dunning notice,Prints dunning notices according to
information on each customer record that indicates which notice in the series
was last sent,Prints dunning notices according to information on each
customer record that indicates which one of several series of dunning notices
the customer should receive,Produces a listing of late customer accounts,
where "late" can be defined and set parametrically,Provide a call history
screen for collections that allows a follow-up call to be scheduled on a call
report ("tickler" to prompt collector),Provide a customer credit information
screen allowing on-line entry and maintenance of account credit limit
(enforced by the order entry system),Provide a customer credit information
screen allowing on-line entry and maintenance of narrative text,Provides a call
report that lists calls to be made by each collector, based on the collector's
call history screen,Provides a call report that lists calls to be made by each
collector, stemming from an account aging past a certain date,Provides a
credit hold report indicating all orders placed on credit hold and why,Provides
a fax interface that automatically transmits credit reference information to
other requesting companies,Provides a fax interface that automatically
transmits customer account information to customers who request it,Provides
an account stratification report that shows the accounts stratified by their
amounts due,Provides central control over credit policy information using
parameters set and maintained in a company table, including credit limits by
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
Online Requirements 22 99.98 100
Financial Reporting
Module
Total Criteria
Includes: Allow particular rows or columns to be defined as the sum or
difference of two other rows/columns,Column specifications indicate column
width,Column specifications indicate editing options, including currency
symbols and commas,Column specifications indicate options to edit data,
including budget version number,Column specifications indicate options to
edit data, including reporting negatives in parentheses,Column specifications
indicate options to edit data, including specified number of decimals,Column
specifications indicate options to edit data, including thousands of
dollars,Column specifications indicate options to edit data, including where to
select column information such as current year actuals,Column specifications
indicate options to edit data, including where to select column information
such as forecasted year end amount (actual plus budget),Column
specifications indicate options to edit data, including where to select column
information such as period format by YTD balances,Column specifications
indicate options to edit data, including where to select column information
such as quarterly balances,Column specifications indicate options to edit
data, including where to select column information, such as periods in the
current or prior year,Column specifications indicate options to edit data,
including where to select prior year actuals,Column specifications indicate the
beginning column position on the report, up to 196 column positions,Column
titles that span several columns and contain up to four lines of
description,Creates report rows using a separate file of row specifications that
links particular accounts to individual rows,Enable an entire new report
specification to be set up by copying an old one,Specifies report rows as a set
of accounts defined by a department (summary or detail) in a financial report
structure,Specifies report rows as a set of accounts defined by a list of
account numbers,Specifies report rows as a set of accounts defined by a
mask on the account number,Specifies report rows as a set of accounts
defined by account balances that meet specified conditions,Specifies report
rows as a set of accounts defined by an account range
Miscellaneous 13 94.85 97.31
Includes: Allow financial report writer specifications to be printed on hard
copy,Control break can be defined on any component of a qualified account
number, such as by department,Custom financial report can automatically
print an unlimited number of header title lines on each report page,Financial
report can be customized to automatically print page numbers, date, and time
on each report page,Financial report can be customized to automatically print
report routing for data control on each report page,FSIO/JFMIP compliance
(USA),Provide control break logic that prints a blank line, or set of underlines,
before or after printing a total,Provide control break logic that prints the next
control value only once to start the next control group,Provide control break
logic that prints totals being accumulated since the previous control
break,Provide control break logic that prints user-defined headers for each
control break,Provide multiple levels of control breaks,Reported information
can be extracted, placed into a file, and loaded into a spreadsheet or other
software packages,Schedule the execution of any custom financial reports so
that they can be run at any time or any day of the week
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
Project and Cost Coding Structure 11 97 100
Project Accounting
Module
Total Criteria
Includes: Contract reporting is separate from the coding structure and
supports rollups by contract of all the related project activities,Defines
summary accounts in a multilevel hierarchy, including features associated
with posting accounts,Free-form notes or text comments can be posted at any
level of the structure, with optional notes history, notes notification, and notes
display at summary details,Permit user definition of the sizes of each
segment,Provide an option to budget or commit project expenditures by
periods,Provide cut, copy, and paste of coding structure elements between
projects,Provide for user definition of project or cost code segments,Use the
project and cost coding structures for selection required in reporting,User-
defined number of actual, commitment, budget, and statistical accounts for
each level of the account structure,User-defined sub-project coding can be
applied at any level of the regular cost coding structure to provide a unique
breakdown of costs, with optional inclusion or exclusion in project
reports,Uses date sensitivity in a structure, such as particular roll-up of tasks,
which will take effect within a certain period of time
Project Creation 6 96.67 95
Includes: A new project type may be created by creating a new task sequence
and assigning a cost code structure,A project can be created from a default
table containing different project templates, which in turn contain definitions
and separate coding structures,An existing project structure may be
duplicated with no data being transferred,Permits multiple phase project
definitions,Support for multiyear projects,Tracks a contract change order from
identification, where it is reported as pending; to formal approval, when it is
included in the contract and automatically transferred to commitment
Cost Coding Structure Creation or Maintenance 6 97.5 100
Includes: A cost code may not be deleted if there are any values for that code
in existing projects,Cost codes may be added to the structure without affecting
existing projects,Cost codes to general ledger account conversion is
maintained in an online table,Retains statistical accounts in a manner that
allows the statistical amount to be defined as either a balance forward
account or as a balance only account,Uses the same accounting calendars as
the general ledger,When deleting a cost code the system either automatically
deletes all references to the code from other parts of the system, or disallows
the deletion
Transaction Processing 10 97.8 100
Includes: A running total shows the total debits and credits as they are being
entered,An accounting date or effective date, indicating which cost ledger
accounting period is to be posted,Automatic creation of general ledger
transactions with appropriate debit or credit offsets,Distribution to unlimited
project and cost codes accounts,E-mail and workflow routing and tracking of
unposted transactions and related images for approval,Posting of budget,
commitment, or statistical data to any open or future period,Posting of
financial transactions to open periods,Provide for recording and tracking of
contingent liabilities by project,Provide for recording and tracking of
preliminary notices by project and contract,Support a posting interface which
permits simultaneous updates of the general and cost ledgers when financial
transactions are posted to either ledger
Line Item Data Capture 4 99.25 100
Includes: A line item description initially taken from the sixty character
description field in the journal header and optionally overridden by operator,A
source or subsidiary accounting system reference field,A transaction
description field of at least sixty characters in the summary or
header,Transaction number, transaction type, and general reference fields by
line
Reporting Format and Tools 14 96.43 91.07
Includes: Actuals,Authorized funds,Commitments,Current budget,Estimate-to-
complete,Original budget,Pending commitments (change orders in
process),Permits inter-project comparisons at the user-defined level of
detail,Prior budget,Provides an online query tool or direct link to query tool,
and real-time spreadsheet interface (specifies spreadsheets, i.e. Lotus or
Excel),Retentions,Supports reporting of posted transactions, un-posted
transactions, or both,User can define details for estimate-to-complete by
attaching spreadsheets or freeform notes,Uses the cost coding structure to
allow online drill-downs from summary to detail; drills-through to source
transactions and related documents and images, including estimates and
supporting detail, contracts and change orders (actual and pending
commitments), and invoices (actuals)
Average
Solution
Epicor ERP
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
Architecture 232 73.34 90.64
Includes: Application Security,Architectural Foundation,Data Integration
Technologies,Device Interfaces,Messaging Protocols,Mobile Options,Multisite
Management,Organizational Structure,Web Enablement
User Interface 7 86.71 100
Includes: Configurable browse toolbars and options,Configurable functions
and process activities,Configurable menus,Configurable user
screens,Configuration can be saved as user default screen,Drag-and-place
menus per user,One-time only screen configuration
Platforms 29 43.39 56.65
Includes: Database,Mobile,Server,Workstation
Reporting 9 96 100
Includes: Active or inactive status,Ad hoc inquiry capability from within the
ERP product,Allows full text searches based on metadata
attributes,Automatically rank search results in order of relevance based on
required or optional criteria and weighting factors,Local report printing (not
centralized printing and distribution),Natural-language queries/search,Report
libraries,Reports available online,Third party reporting application integration
Module
Total Criteria
Product Technology
Average
Solution
by Benchmark
Vendor
Module Rating
General Ledger 221 86.59
Includes: Chart of Accounts,Control Reports,Financial Statements,Month and Year End
Closing,Transaction Processing
Accounts Payable 566 82.53
Includes: Check Writing,Control Reports,Data Input,Financial Reports,Payables
Analysis,Purchasing Controls,Vendor Master File
Accounts Receivable 393 79.78
Includes: Cash Receipts,Control Reports,Customer Master File,Customer Relationship
Management,Debt Collection,Financial Reports,Invoicing
Payroll 292 75.65
Includes: Canadian Payroll Processing,Control Reports,Data Input and Cost
Distribution,Employee Files,Financial Reports,Human Resource Management,Payroll Check
Writing
Inventory 447 78.28
Includes: Data Input and Cost Distribution,Financial Reports,Inventory Control/Assembly
Systems,Inventory Master File,Receiving Activities,Shipping and Withdrawal Activities
Job and Project Costing 298 72.89
Includes: Cost Analysis and Reports,Data Input and Cost Distribution,Job Control,Job
Initiation,Job Invoicing
Fixed Assets 52 75.66
Includes: Cost Calculation and Distribution,Equipment Files,Reports
Order Entry 415 77.05
Includes: Invoicing,Order Entry (Set Up),Order Receipt,Order Tracking,Reports,Shipping
Budgeting 30 85.08
Includes: Budgeting (General),Construction of New Budget,Review Process
Manufacturing 192 63.97
Includes: Capacity Requirements Planning (CRP),Master Production Scheduling
(MPS),Material Requirements Planning (MRP),Product Costing,Quality Control,Shop Floor
Control
Multinational Accounting 98 76.14
Includes: Basic Information,Currency Rate Tables,Financial/Management Reporting,Gain/Loss
Reporting,Installation and Support,Transaction Entry
General 134 80.71
Includes: Industry Specific Modules,Presale Information,VAR/Reseller Channel
Technology 451 80.18
Includes: Control and Audit,Operational Functionality,Reports,Technical Requirements
Average
Solution
by Benchmark
Vendor
Accounting (ERP for SMB)
Module
Total Criteria
General Ledger
Module
Total Criteria
Module Rating
Chart of Accounts 64 79.26
Includes: Allocations (Formula Basis),Allocations (Processing),Amortization Tracking,Chart of
Accounts (Set Up),G/L account code (Set Up),Major structures (Set Up),Prepaid Expense
Tracking,Reporting Units,Valid Posting Accounts
Transaction Processing 56 74.96
Includes: Batch Layout Configurator,Batch Note Fields,Correcting Batches,Job Cost
Adjustments,Supporting Documents,Transaction Processing (General),Workflow Period
Closing
Month and Year End Closing 15 88.72
Includes: Automatically clear posted transactions in sub-modules,Close each module
separately,Create journal entry work sheets,Detailed trial balance format,Final period dedicated
to closing,Multiple open periods,Post net income to multiple equity accounts,Post to general
ledger in detail,Post to general ledger in summary,Single period accounting only,Summary trial
balance format,System flags reports not printed,Temporary year end closing,User defined end
of period date,User defined purge to clear posted transactions in sub-modules
Control Reports 14 97.1
Includes: Journals,Transaction Drill-down,Transaction Register
Financial Statements 72 92.9
Includes: Budget Reports,Business Unit Financial Statements,Cash Flow Analysis
Options,Comparative Balance Sheets,Comparative Income Statement,Detailed Standard
Financial Reports,Financial snapshots,Financial Statements (General),General Ledger Month
End Schedules,Historic Financial Data Maintenance,Summary Standard Financial Reports
Average
Solution
by Benchmark
Vendor
Module Rating
Vendor Master File 96 82.03
Includes: Contract Employees,Quick Purchase Review,User Defined Blanket Payment
Terms,User Defined Individual Payment Terms,Vendor Change A/P Data Capabilities,Vendor
Contact Manager,Vendor Contracts,Vendor Document Management System,Vendor ID
Number,Vendor Master File Options,Vendor Master Set Up,Vendor Performance Ratings
System,Vendor View into A/P Capabilities
Purchasing Controls 232 73.3
Includes: Auto PO Based on MRP Planned Orders,Automatic Hold on Open PO,Automatic
Purchase Orders,Delivery Confirmation for Drop Shipments,Drop Shipment
Integration,Forecasted Requirements Basis,Indirect (MRO) Material Purchase
Controls,Information Displayed for Buyer,Item Status Review,Landed Cost Tracking,Open PO
Review by Status Code,Order by Date Basis,PO Tracking System Functionality,Prorate Landed
Costs Automatically,Purchase Budgeting,Purchase Discounts,Purchase Order
(General),Purchase Order Approval System,Purchase Order Change Mechanism,Purchase
Order Forms,Purchase Order Status Review,Purchase Order Types,RFQ Management
System,Trading Exchange Integration,Web Based E-procurement
Data Input 65 79.93
Includes: Data Input (General),Discounts Earned Posting,Freight Charge Cost
Distribution,Freight Charge Item Distribution Basis,Intercompany Processing,Inventory Data
Input,Job or Project Cost Data Input,Job or Project Expense Posting,Procurement Card
Processing,Sales Tax Cost Distribution,Travel and Entertainment Reporting
Payables Analysis 67 78.78
Includes: Automatic Invoice Approval Conditions,Automatic Recalculation of Payment
Schedule,Global Modification of Invoice Selection Parameters,Invoice Approval Workflow
System,Manual Selection of Payments,Payables Analysis (General),Screen Review of Invoices
Due,Single Screen Analysis of All Obligations
Check Writing 25 82.14
Module
Total Criteria
Accounts Payable
Module
Total Criteria
Includes: Bank Account Assignment,Check Format,Check Writing Functionality
Control Reports 7 94.09
Includes: Credit, debit, and cancellation report,Invoice summary,Sort transaction register by G/L
account,Sort transaction register by transaction type,Sort transaction register by
vendor,Transaction register,Vendor master changes
Financial Reports 74 87.43
Includes: Buyer Performance Analysis,Cash Requirements Report,Miscellaneous A/P
Reports,O/S/D Exception Reporting,Open Purchase Order Report,Purchase
Comparisons,Purchase Discount Analysis,Purchase Journal,Purchase Price Variance
Analysis,Receiving Report,Statistical History Reports,Unvouchered Receipt Report,Vendor
Analysis Report
Average
Solution
by Benchmark
Vendor
Module Rating
Customer Master File 84 80.45
Includes: Change Customer ID Number,Credit Limit/Hold Functionality,Credit Management
System,Customer Contact Manager,Customer Contracts,Customer Master Set Up,Dispute
Resolution Application,Freight Carrier Assignment,Multiple Vendor Contacts,Quick Payment
Review
Customer Relationship Management 93 66.38
Includes: Additional CRM Functionality,Contact Management System Integration,CRM Access
Methods,CRM and ERP Integration,CRM and Office Productivity Integration,CRM
Functionality,CRM Integration with other Applications,CRM Package Integration,Customer
Correspondence Maintenance,Remote CRM User Access Options
Invoicing 69 82.21
Includes: Contract Invoicing,Contract Price Management,Cost of Goods Sold Credit
Options,Invoicing (General),Month-end Billing Statement/Invoice,Partial/Extended Payment
Schedule,Recurring Invoices,User Defined Description Codes
Cash Receipts 39 82.99
Includes: Automatic Write Off of Small Amounts,Cash Receipts (General),Credit Payments to
O/S Finance Charges,Less than Full Payment,Variable Payment Terms
Debt Collection 45 71.17
Includes: Automatic Electronic Statements,Collections (General Functionality),Collections
(Specific Functionality),Credit Watch Triggers,Proactive Credit Watch
Control Reports 8 91.84
Includes: Credit and cancellation report,Customer master changes,Invoice summary,Sort tax
register by responsible agency,Sort transaction register by general ledger account,Sort
transaction register by transaction type,Tax register,Transaction register
Financial Reports 55 83.41
Includes: Billing Error Report,Cash Flow Forecast,Customer Net Profit,Customer
Ranking,Customer Transaction Report,Gross Profit Report Options,Gross Profit
Reports,Miscellaneous Financial Reports,Sales Analysis Reports,Trend Analysis Reports
Average
Solution
by Benchmark
Vendor
Accounts Receivable
Module
Total Criteria
Payroll
Module
Total Criteria
Module Rating
Employee Files 102 78.95
Includes: Auto Payment of Employee Obligation,Deduction Calculations,Deduction
Features,Deduction Limit Management,Default Expense Distribution,Employee Files
(General),Employee Information (Basic),Pay Periods,Position Classification Pay Rate
Tables,Sick and Vacation Pay Tracking,Sick Leave Accrual Basis,Time Off Carried Over to a
New Year,Unpaid Leave Tracking,Vacation Accrual Basis,Vendor Provided Tax Tables (USA)
Human Resource Management 50 63.47
Includes: Definitions and Specifications,HR Workflow Controls,HRMS (General),Internet
Functions,On-line Forms and Research,Open Position Tracking,Self-service Functions
Canadian Payroll Processing 15 62.74
Includes: Payroll Reporting (Canada),Registered retirement programs,Vendor Provided Tax
Tables (Canada)
Data Input and Cost Distribution 68 75.76
Includes: Automatic Commission Calculation,Automatic Deduction Posting,Automatic Tax
Calculation,Benefit Verification,Data Input and Cost Distribution (General),Internet Data
Input,Multiple Destination Cost Assignment
Payroll Check Writing 19 79.47
Includes: Flags abnormal checks,Flags negative checks,Payroll check reconciliation,Pre-check
payroll audit,Print checks alphabetically by sorted by last name,Print checks by current
location,Print checks by department,Print checks by pay frequency,Print W2 and 1099 after
year end,Prints details of all income and deductions,Prints exception list for all pay rate
changes,Prints facsimile checks,Prints tax withholding checks,Process quick checks,Supports
approval process prior to printing,Supports direct deposit,Void check with auto reverse,Void or
reprint selected checks,Void or reprint W2 or 1099
Control Reports 9 87.04
Includes: Check register,Commission report,Costing reports,Deductions register,Direct deposit
report,General ledger distribution report,Hours earnings report,Payroll register,Voided checks
Financial Reports 29 82.12
Includes: Employee List,Miscellaneous Financial Reports,Other Payroll Reports,Payroll Report
Date Ranges,Union Reporting
Average
Solution
by Benchmark
Vendor
Module Rating
Inventory Master File 138 75.81
Includes: ABC Class Code Management,Bar Code Tracking,Basis for Cycle Count
Code,Customer Contract Options (Additional),Customer Price Matrix Options,Customer-Owned
Inventory Management,Internal Lead Times,Inventory Costing Method,Inventory Master File
(General),Item Status,Item Technical Specifications,Normal Vendor,Pricing
Conventions,Reorder Control,Reorder Conventions,Standard Cost Modification,Vendor Lead
Time,Warehouse Level Pricing/Costing
Inventory Control/Assembly Systems 94 70.25
Includes: Bill of Material Types,Bill of Materials,Bill of Materials Cross Referencing,CAD
Integration,Engineering Change Management,Hazardous Materials Controls,Inventory Control
(General),Kits and Bill of Materials,Low Level Assembly Planning,Multi-warehouse
Communications Protocols,Off-site Process Controls,Rework/Repair Operations,Tool
Management,Warehouse Transfers,Work Orders
Data Input and Cost Distribution 39 82.34
Includes: Data Input and Cost Distribution (General),Inventory Adjustments,Price Change
Conventions,Price Discounts
Receiving Activities 77 81.25
Module
Total Criteria
Inventory
Module
Total Criteria
Includes: Automatic Exception Reporting,Input During Receipt,Printing During Receipt,Receipt
Types,Receiving Activities (General),RMA Functionality,RMA Types,Unit of Measure
Conversions
Shipping and Withdrawal Activities 24 77.89
Includes: Floor Stock Tracking,Inventory Withdrawal Functions,Shipping and Withdrawal
(General),Shipping and Withdrawal Documents
Financial Reports 75 82.13
Includes: Bill of Materials Reports,Engineering Change Reports,Financial Reports
(General),Inventory Activity Report,Inventory Analysis,Lead Time Analysis,On-line Query
Functionality,Quick Item Snapshot,Where Used Report
Average
Solution
by Benchmark
Vendor
Module Rating
Job Initiation 85 78.31
Includes: Billing Formats,Bill-to Functions,Cost Tracking,Default Billing Rates,Job Definition
File,Job Resource File,Job Setup (General),Job Type Support,Job/Project Front Office
Support,Job/Project Industry Support,Start and End Date Tracking,User Defined Line Item Cost
Detail
Data Input and Cost Distribution 66 69.47
Includes: Automatic Data Capture,Data Input and Cost Distribution (General),Data Input
Method,Inventory Cost Allocations,Labor Cost Options,Remote Data Entry Methods,Remote
Device Capabilities,Time Recorder,Time Tracking Options,Timesheet Information
Integration,User-defined Equipment Costing,User-defined Labor Burden
Job Control 33 63.66
Includes: Job Control (General),Job Tracking Functionality,Task and Activity Network Analysis
Cost Analysis and Reports 43 80.88
Includes: Cost Analysis and Reports (General),Cost Review Reports,Profit Analysis,Realization
Review
Job Invoicing 71 72.12
Includes: Billing Format Options,Job Invoicing (General),Labor Pricing Basis,Material Pricing
Basis,Minimum Billing Level,Percentage Completion Contracts,Pre Billing Review,Prebilling
Edit Routines,Write Up/Down Options
Average
Solution
by Benchmark
Vendor
Module Rating
Equipment Files 23 77.91
Includes: Default Distribution,Depreciation Methods,Equipment Files (General),Equipment
Leasing,Simultaneous Depreciation Calculation
Cost Calculation and Distribution 23 73.48
Includes: Cost Calculation and Distribution (General),Depreciation Cost Transfer,Fleet and
Equipment Control
Reports 6 75.59
Job and Project Costing
Module
Total Criteria
Fixed Assets
Module
Total Criteria
Includes: Cost distribution report,Detailed fleet maintenance analysis,Maintenance cost
analysis,Maintenance cost trend analysis,Maintenance cost versus depreciation,Prints detailed
equipment list
Average
Solution
by Benchmark
Vendor
Module Rating
Order Entry (Set Up) 51 71.63
Includes: Agent and Commission Structure,Commission Basis,Commission
Review,Commission Splits and Overrides,Industry Type Support,Order Entry (General),Payroll
Timekeeping,Warranty Handling System
Order Receipt 235 72.68
Includes: Automatic Credit Card Processing,Automatic Invoice Copies,Automatic Order Detail
Generation,Customer Lookup,Customer-facing Web Service Applications,EDI Commerce,Field
Sales Orders Updating,Internet Commerce,Internet-based RMA Applications,Margin
Analysis,Order Entry and CRM Linkages,Order Entry Sceen Query Buttons,Order Receipt
(General),Price Discounts Basis,Production Schedule Verification,Sales Quote
Confirmation,Sales Tax Calculation Basis,Sales Type Support,Service Call Types,Service
History Maintenance,Service Management,Substitution Methods,User-defined Item Lookup
Conventions,Work Orders
Order Tracking 27 81.84
Includes: Internet Order Status Queries,Open Order Status Tracking,Order Information
Displayed,Order Tracking (General)
Shipping 32 68.35
Includes: Carrier Pickup Scheduling,Freight Rate Calculation,Manifest and Bill of Lading
Printing,Pick and Pack Document Printing,Pick Tickets Consolidation,Shipping (General)
Invoicing 11 86.39
Includes: Applies customer deposit to invoice,Automatic calculation of freight
charges,Comment lines on invoice,Delay invoicing until all items have been shipped,Indicates
all items back ordered,Non charge for back orders,Print invoice directly from system,Prints
credit card number and authorization,Prints customer part number,Prints multiple line part
descriptions,Requires authorization number
Reports 59 81.43
Includes: Cash Receipts Analysis,Daily Order Analysis,Job or Work Order Performance
Analysis,Margin Analysis,Quotation Forms and Tracking,Quotation Loading Analysis,Reports
(General),Sales History Report (Options),Sales History Report (Sorts),Salesperson
Performance Analysis
Average
Solution
by Benchmark
Vendor
Module Rating
Budgeting (General) 12 80.91
Includes: Budget roll up system,Budgeting for activities or campaigns,Budgeting for capital
projects,Budgeting for non-general ledger activities/accounts,Comparison versus
budget,Integrates with third party budgeting system,Maintains budget revision history,Monthly
budgets,Multiple budget revisions,Multiple year budgets,Non-G/L budget groups,Separate
internal budgeting module
Review Process 4 90.05
Includes: Expresses past results as a percentage,Past budgets and results segregated,Saves
more than one year's past data,Saves the past results for each month
Order Entry
Module
Total Criteria
Budgeting
Module
Total Criteria
Construction of New Budget 14 84.29
Includes: Balance sheet budgeting,Budgeting through payroll module,Change budgets during
year,Comparison data presented graphically,Comparison of variables,Expresses new budget as
percentage,Fixed dollar budgets only,Import new budget from spreadsheet,Input percentage
growth rate,Isolates and compares each line item,Prepares cash flow forecast,Values based
upon other values,Variable budgets,Vendor provides instructions for import process
Average
Solution
by Benchmark
Vendor
Module Rating
Product Costing 27 72.37
Includes: Cost Buildup Methodology,Cost Components,Cost Generation Mode,Costing
Mechanisms,Product Costing Reports
Master Production Scheduling (MPS) 25 63.12
Includes: Available To Promise Functionality,Forecast Consumption Planning Basis,MPS
(General),Production Planning
Material Requirements Planning (MRP) 54 63.73
Includes: Forecasting Methodologies,MRP (General),MRP Planning Basis,Pegging
Options,Requirements Generation Mode,Requirements Segregation Basis,Situations for
Schedule Alteration,Time Buckets,Variables for Which Schedules May Be Determined
Capacity Requirements Planning (CRP) 36 64.44
Includes: Capacity Plan Determination,Capacity Plan Variables,Resource Loading,Scheduling
Method,Simulation Methods
Shop Floor Control 40 67.28
Includes: Component Backflushing,Included in Lead Time Tracking,Just-in-Time
Planning,Outside Processing Controls,Overhead Rate Structure,Scheduling
Technique,Serial/Lot Tracking,Shop Floor Control (General),Work Center Setup
Quality Control 10 52.86
Includes: Conformance Support,General,MRB Systems Support
Average
Solution
by Benchmark
Vendor
Module Rating
Installation and Support 45 60.79
Includes: Languages Supported,Local Support,Simultaneous multilingual by user ID
Basic Information 15 84.09
Includes: Date Format,General,Tax Reporting Options
Currency Rate Tables 8 82.39
Includes: Exchange Rates,General
Transaction Entry 10 78.15
Manufacturing
Module
Total Criteria
Multinational Accounting
Module
Total Criteria
Includes: Checks spot rate tolerances,Currency default defined by customer,Currency default
defined by entity ID,Currency default defined by user ID,Currency default defined by
vendor,Displays source/local/functional currencies,Supports cross entity allocations,Supports
master payment/receipt currency,Supports multiple currency transactions,Supports user-
defined spot rates
Gain/Loss Reporting 9 74.63
Includes: Gain/Loss (General),Gain/Loss Posting Options,Revaluation Options,Revaluation
Time Periods
Financial/Management Reporting 11 76.8
Includes: Report Sorting Options,Reporting (General)
Average
Solution
by Benchmark
Vendor
Module Rating
VAR/Reseller Channel 27 83.34
Includes: Reseller Access to Sales Collateral,Reseller Education,VAR/Reseller Channel
(General),Vendor Sales Organization
Industry Specific Modules 47 71.46
Includes: Accounting: public,Advertising,Automotive: repair and service,Automotive:
sales,Automotive: supply,Banking,Chemical,Construction: commercial,Construction:
highway,Construction: homes,Consumer package goods,Contractors: electrical,Contractors:
HVAC,Contractors: plumbing,Dental,Distribution and
warehousing,Education,Electronics,Employment agencies/contractors,Engineering and
architecture,Government (local),Grocery and foods,Insurance,Legal,Loan
management,Manufacturing: FDA controlled (foods),Manufacturing: make-to-order (job
shop),Manufacturing: make-to-stock,Manufacturing: process,Medical: hospital
management,Medical: office/patient management,Metals: fabrication,Metals:
wholesale/distribution,Office equipment dealers,Oil and gas
exploration,Optometry,Petrochemical,Pharmaceutical,Printing,Property
management,Rental/lease:
equipment,Restaurants,Retail,Telecommunications,Transportation,Travel agencies,Utilities
Presale Information 60 87.31
Includes: Canadian Tax Reporting,General,Multicurrency Transactions,Purchase and
Installation,Vendor Web Site/Internet Options,Vendor-provided Reference List
Average
Solution
by Benchmark
Vendor
Module Rating
Technical Requirements 232 66.93
Includes: Client Operating System,Client/Server Options,Client/Server Structure,Customer-
facing Portal,Database,EDI Functionality,Inter/Intranet Functionality,Manufacturing Application
Support,Microsoft Compliance,OLAP Functionality,Programming Language,Server Operating
System,Specific Application Support,Web-enabled Employee-facing Applications,Wireless
Access Functionality,Wireless Device Access
Control and Audit 29 94.42
Includes: Control and Audit (General),Details Carried with Each Transaction,File and Record
Lockout,Password Security,Prevents Record Alteration After Posting
Module
Total Criteria
General
Module
Total Criteria
Technology
Operational Functionality 106 80.46
Includes: Accounting Basis,Data Input Verification,Dispute Resolution Application,Exception
Management System,G/L Account Number Input Sequence,Operational Functionality
(General),Posting Method,Transaction Analysis Codes,Unlimited Note Fields for Entries,User
Portals,User Specific Menu,Workflow-based Menu
Reports 84 78.91
Includes: Business Metrics,Business Metrics Delivery Options,Forms Design Format,Forms
Designer Functionality,Report Libraries,Reports (General),Standard Forms,Third Party Report
Writers,Web-based Reporting Portal
Epicor ERP
by Epicor
Module Rating
100
96.67
96.03
93.96
97.6
94.94
71.53
95.16
97.82
98.25
90.8
92.01
94.22
Epicor ERP
by Epicor
Module Rating
100
100
100
100
99.98
Epicor ERP
by Epicor
Module Rating
96.47
96.75
97.69
95.08
92.13
98.57
100
Epicor ERP
by Epicor
Module Rating
98.75
85.98
99.32
91.5
98.24
100
98.44
Epicor ERP
by Epicor
Module Rating
92.78
88.75
97
82.93
98.42
100
97.87
Epicor ERP
by Epicor
Module Rating
94.84
97.27
96.43
99.16
97.92
100
Epicor ERP
by Epicor
Module Rating
94.31
85.01
98.19
99.91
97.25
Epicor ERP
by Epicor
Module Rating
80.5
60.74
73.33
Epicor ERP
by Epicor
Module Rating
80.4
97.33
100
94.53
99.73
99
Epicor ERP
by Epicor
Module Rating
95.17
100
98.29
Epicor ERP
by Epicor
Module Rating
99.64
97.69
94.92
99.89
97.85
99.5
Epicor ERP
by Epicor
Module Rating
95.49
100
89.33
91
83.33
85.67
Epicor ERP
by Epicor
Module Rating
98.89
81.47
95.68
Epicor ERP
by Epicor
Module Rating
88.32
98.92
93.8
95.82
Advanced Material Mgmt. Material Management
Bar Coding

Handheld

Material Handler Interface

Material Movement

Prioritize Orders

Sales Order Allocation

Order Management Estimating & Quoting

Sales Mgmt. Overview Order Management
Demand Management

Electronic Data Interchange

Estimate / Quote Mgmt.

Storefront

General Ledger Accounts Payable
Accounts Payable Accounts Receivable
Accounts Receivable General Ledger
Multi-Currancy / Company Multi-Currency
Financial Mgmt Overview Payroll
Tax Connect

Cash / Asset Mgmt

Global Engines

Production Mgmt Overview Bill of Materials

Advanced Production Document Management
Advanced Quality Mgmt
Engineering Change and
Revision Control
Job Management Job Management
Lean Manufacturing Lean Production
Manufacturing Execution Systm. Quality Assurance
Materials Management
Sales Order Management
Financial Management
Production Management
Planning & Scheduling Routing

Scheduling

Shop Floor Control

Supply Chain Mgmt Overview Purchasing
Inventory Management Shipping & Receiving
Purchase Management Supplier Management
Shipping & Receiving

Sourcing

Supplier Relationship Mgmt.

Warehouse Management

Customer Relations Overview Contact Management

Campaign Connect
Lead & Opportunity
Management
Case Management Marketing Management
Informatin Worker

Lead / Opportunity Mgmt

Mobile Connect

Service Management

Compliance Overview Business Intelligence

Enterprise Performance Mgmt

Global Business Mgmt

Human Capital Mgmt Overview

Product Data Mgmt

Service Mgmt. Overview

Business Process Outsourcing Implementation
Hosting Services

Additional Capabilities
Services Support
Supply Chain Management
Customer Relationship Management
Learning & Educational Services

Managed Services

Professional Services

Support
Bar Code Labeling /
Serialization Advanced Demand Forecasting Materials Planning
Purchasing Consignment Purchasing

Distribution Requirements
Planning Warehousing & Inventory

Inventory Management

Purchasing

Customer Returns and Credit
Management Order Automation Forecasting
Estimating and Quoting Pricing Purchase Order Processing
Invoicing

Sales & Distribution

Lead Tracking

Sales Order Processing

Order Processing

Sales Forecasting and
Analysis

Warranty Management

Accounts Payable Accounts Payable Financial Control
Accounts Receivable Accounts Receivable Financials
Capital Assets General Ledger Product Costing
General Ledger





Bill of Materials

Product Definition
Maintenance

Production Monitoring
Production Control

Production Planning
Quality Control

Production Scheduling
Serial and Lot Tracker

Shop Floor Reporting

Materials Management
Sales Order Management
Financial Management
Production Management
Work Order Scheduler /
Repetitive Scheduler



EASY EBusiness Suite Freight Management Delivery Rounds
EDI / Release Accounting Warehouse Management EDI

Inventory Management

Transport Manager



Customer Relationship
Management CRM Overview
Customer Relationship
Management






Easy e-Business Automated Backup System Hazards Management
Epicor Analytics AutoOrder Plant Maintenance
Inventory Control Business Analyzer Project Planning and Control
System Utilities Customer Buying Trend Analysis Quality
Time and Attendance Customer Profit Analyzer Shop-Floor Data Capture

DynaChange Extensibility Tools Tropos DataMart

eCommerce
Tropos Management
Dashboards

Electronic Data Interchange (EDI) Web Sales

Human Capital Management

Service and Maintenance

Strategic Pricing

Wireless Warehouse

Implementation and Training

Services

Application Designer
System Utilities

Business Process
Management
Additional Capabilities
Services Support
Supply Chain Management
Customer Relationship Management

Incoming Generic Interface

White-Paper Printing


Equipment Files
Includes: Default Distribution,Depreciation Methods,Equipment Files (General),Equipment Leasing,Simultaneous Depreciation Calculation
Cost Calculation and Distribution
Includes: Cost Calculation and Distribution (General),Depreciation Cost Transfer,Fleet and Equipment Control
Reports
Equipment Files
Includes: Default Distribution,Depreciation Methods,Equipment Files (General),Equipment Leasing,Simultaneous Depreciation Calculation
Cost Calculation and Distribution
Includes: Cost Calculation and Distribution (General),Depreciation Cost Transfer,Fleet and Equipment Control
Reports
Includes: Cost distribution report,Detailed fleet maintenance analysis,Maintenance cost analysis,Maintenance cost trend analysis,Maintenance cost
versus depreciation,Prints detailed equipment list
Average
Solution
by Benchmark
Vendor
Module Rating
Personnel Management 139 88.2
Includes: Budgeting and Cost Control,Career Development and
Training,Employee Self-Service,Employment History and Personnel
Reporting,Government and Compliance Reporting,Job Position and Wage
Profiles,Management of Rewards,Organizational Structures,Profile of
Personnel,Recruitment Management,Track Discipline Actions
Benefits 24 86.14
Includes: Administering Benefits,Profile for Employee Benefit
Plan,Standard Benefits
Payroll 70 85.9
Includes: Automated Time Sheet,Earnings and Deductions,Eligibility
Parameters,Profile for Employee Payroll,Security and Audit,User Balances
Training 26 79.11
Includes: Administration,Planning
Workforce Management 171 61.72
Includes: Administration,Contract Management,Employee
Metrics,Expense Tracking,Health and Safety,Proactive Information
Delivery,Project Identification,Project Management and Tracking,Resource
Allocation and Analysis,Resource Identification and
Classification,Security,Time Tracking,Workforce Forecasting and Planning
(Supply and Demand),Workforce Gap Analysis
Product Technology 353 75.64
Includes: Application Tools,Architecture,Platforms,Reporting,User
Interface,Workflow and Document Management
Average
Solution
by Benchmark
Vendor
Module Rating
Standard Benefits 6 87.19
Includes: Base benefits maintenance decentralized to the employee level
through the use of internet or internal mail capabilities,Employees have
rollover benefit alternatives,Establishes benefit plans, providers, and
rates,Identifies dates for insurance coverage and deduction
calculations,Maintains dependent and beneficiary information,Multiple
benefits programs
Profile for Employee Benefit Plan 5 86.75
Includes: Creates rules for maximum benefits to be paid and premiums to
be collected,Defines benefits waiting periods,Type or amount of benefit
coverage per employee,User-defined rate adjustments based on service
requirements and rules,Vesting schedules
Administering Benefits 13 84.47
Human Resources
Module
Total Criteria
Benefits
Module
Total Criteria
Includes: Benefits data maintenance (enrollment and modification)
decentralized to the employee level through the use of internet or internal
mail capabilities,Creates customizable employee enrollment forms and
confirmation statements,Defines and maintains general credits and plan-
based credits,Defines employee program participation eligibility
rules,Flexible benefits program, including adherence to US 415(c) section
125,Include information on participants and dependents for plans and
benefits,Maintain benefit coverage for employees on leave and when the
employee elects to pay for his or her own coverage,Maintain benefit
coverage for employees on leave, for example, maternity leave,Maintain
benefits for multiple companies (unlimited),Multiple benefit options such as
health, life, disability, retirement plans, accidental death and
dismemberment, gifts, and awards,Specification of health plan criteria
using postal or zip code ranges,Tracks and calculates employee pledges
for health care and dependent care FSA claims,Tracks employee eligibility
for benefits
Average
Solution
by Benchmark
Vendor
Module Rating
Profile for Employee Payroll 30 91.71
Includes: Additional federal and state withholding,Address including city,
region, and postal or zip code,Calculates other forms of
compensation,Date of birth, hire, review, last raise, last promotion, last
class change, and last paycheck,Date of termination,Deduction codes
(taxes, insurance, pension, federal/provincial, and
unemployment),Earnings including quarter-to-date, year-to-date, and user-
defined period,Employee data located in a central database or across
operating units,Employee insurance premium withholding by quarter-to-
date, year-to-date, and user-defined periods,Enters different pay periods
based on company policy,Ethnic classification,Exempt/non-exempt
code,Exemption on employee's federal and provincial returns,Flag spousal
distribution of retirement pension plan, for example, in case of employee
death,Insurance classification,Job classification and skill code,Jury duty
pay parameters,Leave that is unpaid,Marital status,Name and employee
identification number,Other withholding by quarter-to-date, year-to-date,
and user-defined periods,Pay type (hourly/salary),Rate per hour,Regular
work hour quantity within a pay period (accounting for overtime
work),Salary,Sick leave accrual rate, sick leave accrued, and sick leave
used,Social insurance/security number (identification),Telephone
number,Vacation accrual rate, vacation accrued, and vacation
used,Worker's compensation withholding by quarter-to-date, year-to-date,
and user-defined periods
Earnings and Deductions 23 87.2
Payroll
Module
Total Criteria
Includes: Ability to pay multiple locations,Automatic deductions stop when
limit is reached,Calculates and subtracts fixed deductions,Calculates
earning types based on shift eligibility, allowable employee types,
etc.,Calculation of deductions based on the percent of earnings,Controlled
deductions by start and stop dates,Deductions based on hours or shifts
worked,Earning types include hourly employee, with and without time
cards,Earning types include salaried and salaried/exempt,Earning types
include weekly, bi-weekly, semi-monthly, monthly, and special (executive)
pay cycle,Establishes priorities for employee deductions,Garnishment
deductions,Garnishment tracking and prioritization,Manage and update
history of employee compensation and rules,Monthly severance payments
to separated employees with deductions,Notify line of changes in sick
classification (FMLA approved time versus non-FMLA),Payment to
garnishees,Support automatic deduction links for charitable
donations,Support deferred income plans,Tracks deduction arrears,User-
defined codes for earning deductions,User-defined deductions
(unlimited),User-maintained health insurance deductions
Eligibility Parameters 4 86.09
Includes: Creates eligibility rules and logic,Logic for automatically
assigning compensation and benefits,User-defined eligibility criteria for
benefits, plans, and compensation based on division, or company-
wide,User-defined standard rules for assigning or changing employee
compensation and benefits
User Balances 5 75.5
Includes: Calculates balances over any time period,Creates extra, open
balance items which can be defined by the user,Online updating of
account balances,Track balances,Uses legislative balances in user-
defined calculations and analysis
Automated Time Sheet 3 84.58
Includes: Ability to provide decentralized capability for time sheet
entry,Supports multiple work hours standards,Time sheets provide for
exception-only data entry
Security and Audit 5 90.31
Includes: Audit log of changes,Audit trails,Customized menus and forms
by user and by responsibility,Multiple access responsibility assignments to
tasks and by user,Time and attendance
Average
Solution
by Benchmark
Vendor
Module Rating
Planning 17 78.92
Includes: Alert for missing or overloaded resources,Courses ("academic"
definitions) creation and maintenance,Define acquired competenices and
competency levels per course,Define aiding resources for courses,Define
and maintain venues (scheduled courses) for courses,Enable annual plan -
schedule, resources, cost,Enable attachments for course
collaterals,Enable grouping of courses into syllabus of specific
subject,Enable potential assignment of instractors to courses,Identify gaps
in competencis and relate to required training courses,Identify required
aiding resources,Include pricing definitions,Link certifications acquired by
attending the course,Maintain course prerequisites,Maintain
instructors,Maintain list of required courses per potential attendee,Show
potential attendies per planned course
Administration 9 79.31
Training
Module
Total Criteria
Includes: Declare venues and assign resources,Enable enrollment and
cancellations,Enable transfer of acquired competencies into personal
profile,Enable waiting list management,Invoice generation for external
attendees,Maintain attendence in courses,Maintain course
schedule,Maintain scores per student,Update personal profile
Average
Solution
by Benchmark
Vendor
Module Rating
Project Identification 34 59.92
Includes: Data,Data Lists for Project Attributes,General,Project
Definition,Templates,Workforce Management Approach
Resource Identification and Classification 20 59.56
Includes: Assigns different resource rates for different activities or
projects,Customizable to suit installed environment,Data attributes for
internal or external resources can be configured,Defines and modifies
organization hierarchies,Defines standard resource attribute lists such as
resources, responsibilities, expertise level, organization,Differentiate
between internal and external resources,Each resource has a standard
rate,Exports data to external human resource systems,Imports data from
external human resource systems,Lists standard data attributes for
external resources,Lists standard data attributes for internal
resources,Multiple roles and expertise classes can be defined for a
resource,New resources from internal or external source can be added
manually,Pre-existing import or export procedures from any standard
human resource systems,Resource availability reporting,Resource
development planning and tracking,Resource management,Standard
reports,Tracks available resources,Tracks historical information
Workforce Forecasting and Planning (Supply and Demand) 9 39.24
Includes: Criteria for a particular project forecast can be defined,Custom
reports for the installed environment,Maximum efficiency can be ensured
during the workforce forecasting,Project forecast criteria can be saved and
recycled,Projects can be excluded or included in a forecast, based on their
attributes,Resources can be included or excluded from a forecast, based
on their attributes,Standard reports,Workforce forecasting and
planning,Workforce forecasting and planning reports may include graphs
or charts
Time Tracking 6 79.38
Includes: Creates customizable reports for the installed
environment,Exports data to external time tracking or legacy
systems,Imports data from external time tracking or legacy
systems,Imports or exports to any standard time tracking system,Standard
reports,Time against activity data can be manually entered
Expense Tracking 7 53.93
Includes: Creates customizable reports for the installed environment,Data
integrity is ensured if in addition to manual data entry imports of data are
performed,Expenses against activity data can be entered
manually,Exports data to external expense tracking systems,Imports data
from external expense tracking systems,Imports or exports to standard
expense tracking or accounts payable systems,Standard reports
Workforce Gap Analysis 7 48.3
Workforce Management
Module
Total Criteria
Includes: Custom reports for the installed environment,Flexible criteria for
gap analyses and forecast resource requirements against available
resources,Saves and recalls what-if scenarios in a different file from
original data,Saves gap analysis criteria for recycling,Standard
reports,What-if scenarios can be created for gap analyses, such as
changing project and activity effectivity dates, activity resource
requirements, etc.,Workforce gap analysis reports may include graphs or
charts
Employee Metrics 13 92.79
Includes: Absence and leave accrual reporting,Alert supervisor when an
employee is out of compliance in training or certification,Budgeting versus
actual comparisons by position or business unit,Competency profile of the
workforce, with breakdowns per departments, positions,
etc.,EEO/affirmative action/disabled employee reporting,External and
internal training requirements reports, with detailed breakdowns per
departments, positions, etc.,HR budgeting reports (dollars, hours, FTE,
and headcount),Report on vacation usage and alert supervisors when
allocation is exhausted,Reports on training history, success rate, course
attendance, inability to accommodate all interested candidates,
etc.,Reports on vacancies and the effectiveness of filling them such as
time to fill, cost per applicant, and average time of retaining the
position,Staff headcount, movement, and turnover trends analyses and
reports,Wage and salary costs data, with detailed breakdowns across, for
example, earnings, deductions, and disbursements,Workforce planning
reporting
Project Management and Tracking 11 50.06
Includes: Authorization required when entering time or charge expenses to
a project,Creates customizable reports for the installed
environment,Existing algorithms to import or export to any standard project
management system,Exports data to external project management
systems,Imports data from external project management systems,Multiple
levels available to capture work,Preserves data integrity when multiple
imports and exports are made for a project,Sends alerts to managers
when a user exceeds limits,Standard reports,Time, cost, and expense can
be limited by user,Tracks activities through hours remaining, budget
versus actuals, or other measures
Resource Allocation and Analysis 13 40.1
Includes: Alert and warning when resource is over-allocated,Alerts for over-
or under-allocation of resources,Alerts for over- or under-allocation of
resources for a particular project,Custom reports for the installed
environment,Lists standard reports for resource allocation and
analysis,Project-based resource load balancing,Reallocates resources
that are completely sourced to other projects,Resource allocation and
analysis,Resource allocation and analysis reports include graphs or
charts,Resources are allocated based on role, expertise, and
availability,Resources can be identified by using customized
criteria,Standard reports,UOM used for resource allocation
Contract Management 7 43.62
Includes: Data exports from external contract management systems,Data
imports from external contract management systems,Data integrity is
ensured if in addition to manual data entry imports of data are
performed,Manual data entry of expenses against activity data,Pre-built
import or export procedures from or to any standard expense tracking or
accounts payable systems,Standard reports are customizable for the
installed environment,Standard reports are included
Administration 6 69.17
Includes: Administrative tasks can be scheduled as a group, with
dependencies between tasks within a group,Administrators can schedule
administrative tasks such as data imports or exports,Different
administrative roles for technicians who maintain the system, subject
matter experts who contribute content to the system, and subject matter
experts who define workflow,Web administration for all major maintenance
tasks,Windows administrative client as an alternative to the web,Windows
administrative client can connect to the system over a network
Health and Safety 11 81.08
Includes: Detect and monitor hazardous conditions (areas) and materials,
and exporting them via an interface for further processing,Initiation of
corrective actions related to an incident,Integration with supply chain and
HR modules,Logging of first aid records and reports,Maintain database of
all MSDS sheets for all materials used,Maintenance of agent composition
and information in a central database,Manage occupational injury and
illness claims,Perform accident investigations, identifications, and
recording,Report and investigate incidents of injury and illness for
employees and contractors,Report incidents involving vehicles and
equipment,Support OSHA, BG, and safety regulatory reports
Proactive Information Delivery 10 78.22
Includes: Ability to protect personal health information (limit
access),Definition of new workflow processes,E-mail systems,Group and
individual notifications,Mechanisms for automatic escalation of
notifications that have not been acknowledged within a specified time
frame,Mechanisms to notify individuals when an action is
required,Modeling, automation, and routing for business processes
according to user-defined business rules,Predefined workflow is
included,Process can perform looping, decisions, or parallel processing
streams,Workflow may be customized
Security 17 68.69
Includes: Authentication capabilities,Different administrators for different
parts of the workforce management,Encryption capabilities,Entire sections
of the application can be secured,Other supported security
standards,Password encryption,Portal offering can import users and
groups from LDAP-compliant systems,Secure socket layer and digital
certificates,Security functions are implemented by functions, transaction,
or field,Security standard support for Kerberos,Security standard support
for PKI,Security standard support for X.500,System access to secure data
sources, such as password-protected web site or secure file server,Users
can be restricted to viewing budget for their own projects or projects for the
organization,Users can have different roles and privileges for different
parts of the application,When a record is created or modified, the system
records the identity of the person creating or modifying the
record,Workforce management offering can import users and groups from
other systems (eg, Windows NT)
Average
Solution
by Benchmark
Vendor
Module Rating
Recruitment Management 20 87.72
Personnel Management
Module
Total Criteria
Includes: Assign competencies to vacancies,Compares data on recruiting
tasks to show their effectiveness,Customizes recruitment letters by
merging files with a word processing template,Derive competencies
automatically from the job or position competency requirements into
vacancy competency requirements,Enable competence matching between
applicant's competencies and vacancies,Enable competencies for
applicants,Hiring personnel may access parameters for requisitions,Import
resumes from the Internet or e-mail,Information about applicants'
progression,Internet recruiting and tracking of skills inventory,Lists the
postings, position, disposition, disposition date, and applicable codes of a
position,Offers and new hires processing,Resume scanning
capabilities.,Schedules interviews,Searches for eligible applicants and
employees based on job requirements, online,Sourcing engine integration
with career development, matching competencies of internal
candidates,Summarizes status and provides other information on
applicant, and applicant requisition and recruitment costs,Tracks
applicants using personal data, skill set, academic qualifications, training,
and test results,Tracks interview results,Workflow for forwarding
resumes/CVs
Profile of Personnel 14 86.25
Includes: Central database containing job data, salary information,
education, etc. on employees,Child, family, and spouse
information,Competency profile,Contact numbers including home, cell,
and alternative numbers,Decentralized updating capability to the employee
level such as through the Internet or the internal mail system,Enable expiry
dates for competencies and alert for re-evaluation,Identify gaps between
an employee's competency profile and the competency profile of their
job,Manage and update education history,Personal file structure can be
defined by user,Searches employee records for information on experience
and skills,Store data for emergency contacts,Stores data about employee
performance and salary reviews,Tracks and stores information on
employee education and training,Update employee competency profile
with competencies acquired from training
Organizational Structures 16 81.07
Includes: Assign general required competencies per company,Assign
general required competencies per department,Audit trails of
organizational and departmental structural changes to track their
impact,Categorizes work locations throughout the organization,Creates
reports containing company information to meet federal reporting
requirements,Defines entities and organizational units with the
company,Defines organizational units,Drag-and-drop can be used to
change organizational structure, with changes automatically updated in
employee records,Functional and administrative areas of the organization
can be represented graphically,Identifies teams and jobs or projects that
are suitable for job-sharing,New organizational models can be
developed,Organizational models can be compared or analyzed through
what-if scenarios,Organizational structure can be accessed and navigated
through other applications,Organizational structures may be defined using
a matrix or a hierarchy,Restricts access to the organizational structure and
task and department information,Standard organizational structure can be
imported or exported
Job Position and Wage Profiles 21 91.96
Includes: Assigns multiple grades or codes to personnel with cross-
training,Describes position or job title,Employee grading includes
corresponding rewards and salary scale,Fields for descriptions of job
activities, requirements, and experiences,HR "budgeting" for overall and
departmental headcount and salaries,Identifies job position,Imports data
from multiple data sites for analysis,Indicates employee's current and
previous assignments, as well as experience and job grades,Indicates full-
or part-time status,Indicates position by organization, location, job code,
title, shift, and work days,Intelligent rule-based wage exception
notification,Job or task includes employee skill set and profile,Lists skills,
training, and education required for position,Multiple jobs may be entered
for each grouping,Reports whether a given position is filled or
available,Retrieves grade and job data to automatically calculate comp
ratio and generate range penetration analyses,Standard wage
tables,Standard work hours,Tracks salary grades and pay steps,User-
defined salary grading,Wage salary table with min/mid-point/max salary
and supporting imports from Watson Wyatt
Career Development and Training 18 92.88
Includes: Assigns jobs to employees based on their career
paths,Automatically add registrants to a waiting list,Automatically
communicate any changes to all affected parties via workflow
management,Catalogues training requirements,Collect basic personal
data during the registration process such as name, address, language
preference, location, and required qualifications,Compares organizational
requirements and goals with employees and managers to identify talent
and leadership gaps within an organization,Documents employee skill
measurements, qualifications (including education and training),
competencies, and professional experience,Identifies and follows up on
high potential employees,Identifies any training, courses, and development
activities employees have participated in,Identifies potential assignments
for a job or career path,Performance appraisals can be planned and
tracked,Plan course demand for a period based on pre-bookings or actual
attendance from previous years,Position requirements and employee data
can be matched,Prints course description and schedules,Ranks potential
candidates qualified to fill incumbent or vacant positions,Reports training
costs,Skills, education, projects, accreditations, languages, and
evaluations can be updated,Track performance appraisers and superiors
in the past
Management of Rewards 7 79.11
Includes: Adjustable rules for incentives or bonus plans,Compensation
and benefit data is exported to a spreadsheet where it is compared against
outside and industry standard rates,Compensation benefits automatically
change based on reward rules,Eligibility logic connects rewards and
services to jobs, grades, organizations, and seniority,Generates reports on
the costs of rewards and incentives,Manages and updates history of
individual employee rewards and incentives,Tracks and analyzes
compensation and salary, by employee
Budgeting and Cost Control 4 92.5
Includes: Calculates employee cost by headcount, status (such as full-time
employment), or by user-defined variables,Compares budgets against
actual costs,Multiple budget scenarios,Uses data on job, grade, position,
and organizational levels to create budgets for employee costs
Government and Compliance Reporting 7 82.59
Includes: Benefits reporting,Breaks down and tracks affirmative action
goals by race, ethnicity, gender, or by user-defined criteria,Compares
employee goals with employee status,Payroll reporting (e.g., tax reporting
and government-mandated reports to employees such as W2, 1099I,
1099R),Tracks accidents and injuries, and generates reports,Tracks
employees' injuries, illnesses, and physical exams and audiometric
evaluations,Tracks goals and forecasted development of affirmative action
plans by department, quarter, and year
Employment History and Personnel Reporting 8 95.55
Includes: Customizes reports with HR reporting tools,Generates reports on
employee sick time and lost time injuries and illnesses,Report on data
concerning layoffs and recalled employees,Reports on employee
disciplinary actions,Tracks absentee rates by department and
supervisor,Tracks employee absences against various parameters and
generates reports,Tracks health and safety incidents,Tracks length of
employment to determine seniority, union membership, etc.
Track Discipline Actions 2 92.5
Includes: Maintain discipline types,Record and track disciplinary actions
including information on incidents causing the action, steps taken in
resolution, and the personnel involved
Employee Self-Service 22 88.07
Includes: Account for time based on type of absence or
attendance,Allocate time to multiple projects and assignments,Change
benefits related to a life event,Choose and maintain personal
passwords,Enroll in or cancel participation in courses,Internal and external
application for a job and view the status of the application,Maintain
dependents and beneficiaries related to life event,Maintain emergency
contacts,Posting and updating resumes,Pre-book for courses not yet
scheduled,Review and enter or submit expenses,Review and maintain a
knowledge sharing diary,Review and maintain bank info for direct deposit
and reimbursements,Review and maintain deduction information for
automatic bill payment service,Review and maintain name, address,
telephone number, etc., associated with life events,Review or enroll in
benefits for open enrollment period,Review vacation and sick day
balances and submit leave requests,Search for available courses based
on topic, text, language, and location,Update W4 information such as tax
filling status, number of exemptions, and withholding information,View
course calendars and details,View pay stub info: gross pay, taxes, other
deductions, net pay, pay period, and year-to-date totals,View personal
training history
Human Capital
Management
by Epicor
Module Rating
89.65
88.36
75.46
87.97
47.88
68.57
Human Capital
Management
by Epicor
Module Rating
90
82
93.08
Human Capital
Management
by Epicor
Module Rating
91.67
56.09
85
20
100
100
Human Capital
Management
by Epicor
Module Rating
87.06
88.89
Human Capital
Management
by Epicor
Module Rating
32.56
18
0
100
0
0
100
54.55
1.54
0
100
72.73
99.5
91.47
Human Capital
Management
by Epicor
Module Rating
100
100
85.63
94.29
96.67
74.29
70
77.14
100
100
88.18
Human
Resource
s
Average
Solution
Human Capital
Management
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
Personnel
Management
139 88.2 89.65
Human Resources
Module
Total Criteria
Includes:
Budgeting and
Cost
Control,Career
Development
and
Training,Emplo
yee Self-
Service,Employ
ment History
and Personnel
Reporting,Gove
rnment and
Compliance
Reporting,Job
Position and
Wage
Profiles,Manag
ement of
Rewards,Organ
izational
Structures,Profi
le of
Personnel,Recr
uitment
Management,Tr
ack Discipline
Actions
Benefits 24 86.14 88.36
Includes:
Administering
Benefits,Profile
for Employee
Benefit
Plan,Standard
Benefits
Payroll 70 85.9 75.46
Includes:
Automated
Time
Sheet,Earnings
and
Deductions,Elig
ibility
Parameters,Pro
file for
Employee
Payroll,Security
and Audit,User
Balances
Training 26 79.11 87.97
Includes:
Administration,
Planning
Workforce
Management
171 61.72 47.88
Includes:
Administration,
Contract
Management,E
mployee
Metrics,Expens
e
Tracking,Health
and
Safety,Proactiv
e Information
Delivery,Project
Identification,Pr
oject
Management
and
Tracking,Resou
rce Allocation
and
Analysis,Resou
rce
Identification
and
Classification,S
ecurity,Time
Tracking,Workf
orce
Forecasting
and Planning
(Supply and
Demand),Work
force Gap
Analysis
Product
Technology
353 75.64 68.57
Includes:
Application
Tools,Architect
ure,Platforms,R
eporting,User
Interface,Workfl
ow and
Document
Management
Personnel
Management
Personnel
management
automates
personnel
processes
including
recruitment,
personnel
profile,
organizationa
l structure,
career
development
& training,
reward
management
, job position
and wage
profiles, and
business
travel and
vacation
allotments.
The software
should
support the
following
functionality:
recruitment
management
; personnel
information
and tracking;
organizationa
l structuring;
job position
and salary
profile;
career
Personnel
Managemen
t Module
Ratings
Personne
l
Managem
ent
Average
Solution
Human Capital
Management
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
Recruitment
Management
20 87.72 100
Personnel Management
Module
Total Criteria
Includes:
Assign
competencies
to
vacancies,Com
pares data on
recruiting tasks
to show their
effectiveness,C
ustomizes
recruitment
letters by
merging files
with a word
processing
template,Derive
competencies
automatically
from the job or
position
competency
requirements
into vacancy
competency
requirements,E
nable
competence
matching
between
applicant's
competencies
and
vacancies,Enab
le
competencies
for
applicants,Hirin
g personnel
may access
parameters for
requisitions,Imp
ort resumes
from the
Internet or e-
Profile of
Personnel
14 86.25 100
Includes:
Central
database
containing job
data, salary
information,
education, etc.
on
employees,Chil
d, family, and
spouse
information,Co
mpetency
profile,Contact
numbers
including home,
cell, and
alternative
numbers,Decen
tralized
updating
capability to the
employee level
such as
through the
Internet or the
internal mail
system,Enable
expiry dates for
competencies
and alert for re-
evaluation,Ident
ify gaps
between an
employee's
competency
profile and the
competency
profile of their
job,Manage
and update
education
history,Persona
l file structure
Organizational
Structures
16 81.07 85.63
Includes:
Assign general
required
competencies
per
company,Assig
n general
required
competencies
per
department,Au
dit trails of
organizational
and
departmental
structural
changes to
track their
impact,Categori
zes work
locations
throughout the
organization,Cr
eates reports
containing
company
information to
meet federal
reporting
requirements,D
efines entities
and
organizational
units with the
company,Defin
es
organizational
units,Drag-and-
drop can be
used to change
organizational
structure, with
changes
automatically
Job Position
and Wage
Profiles
21 91.96 94.29
Includes:
Assigns
multiple grades
or codes to
personnel with
cross-
training,Describ
es position or
job
title,Employee
grading
includes
corresponding
rewards and
salary
scale,Fields for
descriptions of
job activities,
requirements,
and
experiences,H
R "budgeting"
for overall and
departmental
headcount and
salaries,Identifi
es job
position,Imports
data from
multiple data
sites for
analysis,Indicat
es employee's
current and
previous
assignments,
as well as
experience and
job
grades,Indicate
s full- or part-
time
status,Indicates
position by
Career
Development
and Training
18 92.88 96.67
Includes:
Assigns jobs to
employees
based on their
career
paths,Automati
cally add
registrants to a
waiting
list,Automaticall
y communicate
any changes to
all affected
parties via
workflow
management,C
atalogues
training
requirements,C
ollect basic
personal data
during the
registration
process such
as name,
address,
language
preference,
location, and
required
qualifications,C
ompares
organizational
requirements
and goals with
employees and
managers to
identify talent
and leadership
gaps within an
organization,Do
cuments
employee skill
measurements,
Management of
Rewards
7 79.11 74.29
Includes:
Adjustable
rules for
incentives or
bonus
plans,Compens
ation and
benefit data is
exported to a
spreadsheet
where it is
compared
against outside
and industry
standard
rates,Compens
ation benefits
automatically
change based
on reward
rules,Eligibility
logic connects
rewards and
services to
jobs, grades,
organizations,
and
seniority,Gener
ates reports on
the costs of
rewards and
incentives,Man
ages and
updates history
of individual
employee
rewards and
incentives,Trac
ks and
analyzes
compensation
and salary, by
employee
Budgeting and
Cost Control
4 92.5 70
Includes:
Calculates
employee cost
by headcount,
status (such as
full-time
employment),
or by user-
defined
variables,Comp
ares budgets
against actual
costs,Multiple
budget
scenarios,Uses
data on job,
grade, position,
and
organizational
levels to create
budgets for
employee costs
Government
and
Compliance
Reporting
7 82.59 77.14
Includes:
Benefits
reporting,Break
s down and
tracks
affirmative
action goals by
race, ethnicity,
gender, or by
user-defined
criteria,Compar
es employee
goals with
employee
status,Payroll
reporting (e.g.,
tax reporting
and
government-
mandated
reports to
employees
such as W2,
1099I,
1099R),Tracks
accidents and
injuries, and
generates
reports,Tracks
employees'
injuries,
illnesses, and
physical exams
and
audiometric
evaluations,Tra
cks goals and
forecasted
development of
affirmative
action plans by
department,
quarter, and
year
Employment
History and
Personnel
Reporting
8 95.55 100
Includes:
Customizes
reports with HR
reporting
tools,Generates
reports on
employee sick
time and lost
time injuries
and
illnesses,Repor
t on data
concerning
layoffs and
recalled
employees,Rep
orts on
employee
disciplinary
actions,Tracks
absentee rates
by department
and
supervisor,Trac
ks employee
absences
against various
parameters and
generates
reports,Tracks
health and
safety
incidents,Track
s length of
employment to
determine
seniority, union
membership,
etc.
Track
Discipline
Actions
2 92.5 100
Includes:
Maintain
discipline
types,Record
and track
disciplinary
actions
including
information on
incidents
causing the
action, steps
taken in
resolution, and
the personnel
involved
Employee Self-
Service
22 88.07 88.18
Includes:
Account for
time based on
type of absence
or
attendance,Allo
cate time to
multiple
projects and
assignments,C
hange benefits
related to a life
event,Choose
and maintain
personal
passwords,Enr
oll in or cancel
participation in
courses,Interna
l and external
application for a
job and view
the status of
the
application,Mai
ntain
dependents
and
beneficiaries
related to life
event,Maintain
emergency
contacts,Postin
g and updating
resumes,Pre-
book for
courses not yet
scheduled,Revi
ew and enter or
submit
expenses,Revi
ew and
maintain a
knowledge
Benefits
Benefits
functionality
is used to
administer a
diverse range
of benefit
plans. Such
plans
typically
cover
accidental
death and
dismemberm
ent (AD&D),
disability, life,
medical,
retirement
plans,
flexible
benefits, and
profit sharing
plans.
Benefits
Module
Ratings
Benefits
Average
Solution
Human Capital
Management
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
Standard
Benefits
6 87.19 90
Benefits
Module
Total Criteria
Includes: Base
benefits
maintenance
decentralized to
the employee
level through
the use of
internet or
internal mail
capabilities,Em
ployees have
rollover benefit
alternatives,Est
ablishes benefit
plans,
providers, and
rates,Identifies
dates for
insurance
coverage and
deduction
calculations,Ma
intains
dependent and
beneficiary
information,Mul
tiple benefits
programs
Profile for
Employee
Benefit Plan
5 86.75 82
Includes:
Creates rules
for maximum
benefits to be
paid and
premiums to be
collected,Defin
es benefits
waiting
periods,Type or
amount of
benefit
coverage per
employee,User-
defined rate
adjustments
based on
service
requirements
and
rules,Vesting
schedules
Administering
Benefits
13 84.47 93.08
Includes:
Benefits data
maintenance
(enrollment and
modification)
decentralized to
the employee
level through
the use of
internet or
internal mail
capabilities,Cre
ates
customizable
employee
enrollment
forms and
confirmation
statements,Defi
nes and
maintains
general credits
and plan-based
credits,Defines
employee
program
participation
eligibility
rules,Flexible
benefits
program,
including
adherence to
US 415(c)
section
125,Include
information on
participants and
dependents for
plans and
benefits,Maintai
n benefit
coverage for
employees on
Payroll
Payroll
manages
the
portion of
accountin
g that is
related to
salaries,
wages,
and
bonuses
for
employees
. The
software
must be
able to
support
the
following
set of
functional
ity:
payroll
profile for
the
employees
, benefits
and
Payroll
Module
Ratings
Payroll
Average
Solution
Human Capital
Management
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
Profile for
Employee
Payroll
30 91.71 91.67
Payroll
Module
Total Criteria
Includes:
Additional
federal and
state
withholding,Add
ress including
city, region, and
postal or zip
code,Calculate
s other forms of
compensation,
Date of birth,
hire, review,
last raise, last
promotion, last
class change,
and last
paycheck,Date
of
termination,Ded
uction codes
(taxes,
insurance,
pension,
federal/provinci
al, and
unemployment)
,Earnings
including
quarter-to-date,
year-to-date,
and user-
defined
period,Employe
e data located
in a central
database or
across
operating
units,Employee
insurance
premium
withholding by
quarter-to-date,
Earnings and
Deductions
23 87.2 56.09
Includes: Ability
to pay multiple
locations,Auto
matic
deductions stop
when limit is
reached,Calcul
ates and
subtracts fixed
deductions,Cal
culates earning
types based on
shift eligibility,
allowable
employee
types,
etc.,Calculation
of deductions
based on the
percent of
earnings,Contr
olled
deductions by
start and stop
dates,Deductio
ns based on
hours or shifts
worked,Earning
types include
hourly
employee, with
and without
time
cards,Earning
types include
salaried and
salaried/exempt
,Earning types
include weekly,
bi-weekly, semi-
monthly,
monthly, and
special
(executive) pay
Eligibility
Parameters
4 86.09 85
Includes:
Creates
eligibility rules
and logic,Logic
for
automatically
assigning
compensation
and
benefits,User-
defined
eligibility criteria
for benefits,
plans, and
compensation
based on
division, or
company-
wide,User-
defined
standard rules
for assigning or
changing
employee
compensation
and benefits
User Balances 5 75.5 20
Includes:
Calculates
balances over
any time
period,Creates
extra, open
balance items
which can be
defined by the
user,Online
updating of
account
balances,Track
balances,Uses
legislative
balances in
user-defined
calculations
and analysis
Automated
Time Sheet
3 84.58 100
Includes: Ability
to provide
decentralized
capability for
time sheet
entry,Supports
multiple work
hours
standards,Time
sheets provide
for exception-
only data entry
Security and
Audit
5 90.31 100
Includes: Audit
log of
changes,Audit
trails,Customiz
ed menus and
forms by user
and by
responsibility,M
ultiple access
responsibility
assignments to
tasks and by
user,Time and
attendance
Training
The training
functionality
covers the
planning and
administratio
n of
employee
training
programs,
and allows
administrator
s to track
training
schedules,
training
budgets,
training
costs, and
more.
Training
Module
Ratings
Training
Average
Solution
Human Capital
Management
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
Planning 17 78.92 87.06
Training
Module
Total Criteria
Includes: Alert
for missing or
overloaded
resources,Cour
ses
("academic"
definitions)
creation and
maintenance,D
efine acquired
competenices
and
competency
levels per
course,Define
aiding
resources for
courses,Define
and maintain
venues
(scheduled
courses) for
courses,Enable
annual plan -
schedule,
resources,
cost,Enable
attachments for
course
collaterals,Ena
ble grouping of
courses into
syllabus of
specific
subject,Enable
potential
assignment of
instractors to
courses,Identify
gaps in
competencis
and relate to
required
training
Administration 9 79.31 88.89
Includes:
Declare venues
and assign
resources,Enab
le enrollment
and
cancellations,E
nable transfer
of acquired
competencies
into personal
profile,Enable
waiting list
management,In
voice
generation for
external
attendees,Main
tain attendence
in
courses,Maintai
n course
schedule,Maint
ain scores per
student,Update
personal profile
Workforce
Management
Workforce
management
enables
organizations
to efficiently
plan and
organize their
labor
resources. It
helps
employers
assess part-
time
employee
labor,
evaluate and
project the
contribution
from
individual
employees,
andtrack
time and
expenses.
Workforce
Managemen
t Module
Ratings
Workforc
e
Managem
ent
Average
Solution
Human Capital
Management
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
Project
Identification
34 59.92 32.56
Includes:
Data,Data Lists
for Project
Attributes,Gene
ral,Project
Definition,Temp
lates,Workforce
Management
Approach
Resource
Identification
and
Classification
20 59.56 18
Workforce Management
Module
Total Criteria
Includes:
Assigns
different
resource rates
for different
activities or
projects,Custo
mizable to suit
installed
environment,Da
ta attributes for
internal or
external
resources can
be
configured,Defi
nes and
modifies
organization
hierarchies,Defi
nes standard
resource
attribute lists
such as
resources,
responsibilities,
expertise level,
organization,Dif
ferentiate
between
internal and
external
resources,Each
resource has a
standard
rate,Exports
data to external
human
resource
systems,Import
s data from
external human
resource
systems,Lists
Workforce
Forecasting
and Planning
(Supply and
Demand)
9 39.24 0
Includes:
Criteria for a
particular
project forecast
can be
defined,Custom
reports for the
installed
environment,M
aximum
efficiency can
be ensured
during the
workforce
forecasting,Proj
ect forecast
criteria can be
saved and
recycled,Projec
ts can be
excluded or
included in a
forecast, based
on their
attributes,Reso
urces can be
included or
excluded from
a forecast,
based on their
attributes,Stand
ard
reports,Workfor
ce forecasting
and
planning,Workf
orce
forecasting and
planning
reports may
include graphs
or charts
Time Tracking 6 79.38 100
Includes:
Creates
customizable
reports for the
installed
environment,Ex
ports data to
external time
tracking or
legacy
systems,Import
s data from
external time
tracking or
legacy
systems,Import
s or exports to
any standard
time tracking
system,Standar
d reports,Time
against activity
data can be
manually
entered
Expense
Tracking
7 53.93 0
Includes:
Creates
customizable
reports for the
installed
environment,Da
ta integrity is
ensured if in
addition to
manual data
entry imports of
data are
performed,Exp
enses against
activity data
can be entered
manually,Expor
ts data to
external
expense
tracking
systems,Import
s data from
external
expense
tracking
systems,Import
s or exports to
standard
expense
tracking or
accounts
payable
systems,Stand
ard reports
Workforce Gap
Analysis
7 48.3 0
Includes:
Custom reports
for the installed
environment,Fl
exible criteria
for gap
analyses and
forecast
resource
requirements
against
available
resources,Save
s and recalls
what-if
scenarios in a
different file
from original
data,Saves gap
analysis criteria
for
recycling,Stand
ard
reports,What-if
scenarios can
be created for
gap analyses,
such as
changing
project and
activity
effectivity
dates, activity
resource
requirements,
etc.,Workforce
gap analysis
reports may
include graphs
or charts
Employee
Metrics
13 92.79 100
Includes:
Absence and
leave accrual
reporting,Alert
supervisor
when an
employee is out
of compliance
in training or
certification,Bu
dgeting versus
actual
comparisons by
position or
business
unit,Competenc
y profile of the
workforce, with
breakdowns
per
departments,
positions,
etc.,EEO/affirm
ative
action/disabled
employee
reporting,Exter
nal and internal
training
requirements
reports, with
detailed
breakdowns
per
departments,
positions,
etc.,HR
budgeting
reports (dollars,
hours, FTE,
and
headcount),Re
port on
vacation usage
Project
Management
and Tracking
11 50.06 54.55
Includes:
Authorization
required when
entering time or
charge
expenses to a
project,Creates
customizable
reports for the
installed
environment,Ex
isting
algorithms to
import or export
to any standard
project
management
system,Exports
data to external
project
management
systems,Import
s data from
external project
management
systems,Multipl
e levels
available to
capture
work,Preserves
data integrity
when multiple
imports and
exports are
made for a
project,Sends
alerts to
managers
when a user
exceeds
limits,Standard
reports,Time,
cost, and
expense can be
Resource
Allocation and
Analysis
13 40.1 1.54
Includes: Alert
and warning
when resource
is over-
allocated,Alerts
for over- or
under-
allocation of
resources,Alert
s for over- or
under-
allocation of
resources for a
particular
project,Custom
reports for the
installed
environment,Lis
ts standard
reports for
resource
allocation and
analysis,Project-
based resource
load
balancing,Reall
ocates
resources that
are completely
sourced to
other
projects,Resour
ce allocation
and
analysis,Resou
rce allocation
and analysis
reports include
graphs or
charts,Resourc
es are allocated
based on role,
expertise, and
availability,Res
Contract
Management
7 43.62 0
Includes: Data
exports from
external
contract
management
systems,Data
imports from
external
contract
management
systems,Data
integrity is
ensured if in
addition to
manual data
entry imports of
data are
performed,Man
ual data entry
of expenses
against activity
data,Pre-built
import or export
procedures
from or to any
standard
expense
tracking or
accounts
payable
systems,Stand
ard reports are
customizable
for the installed
environment,St
andard reports
are included
Administration 6 69.17 100
Includes:
Administrative
tasks can be
scheduled as a
group, with
dependencies
between tasks
within a
group,Administr
ators can
schedule
administrative
tasks such as
data imports or
exports,Differen
t administrative
roles for
technicians
who maintain
the system,
subject matter
experts who
contribute
content to the
system, and
subject matter
experts who
define
workflow,Web
administration
for all major
maintenance
tasks,Windows
administrative
client as an
alternative to
the
web,Windows
administrative
client can
connect to the
system over a
network
Health and
Safety
11 81.08 72.73
Includes:
Detect and
monitor
hazardous
conditions
(areas) and
materials, and
exporting them
via an interface
for further
processing,Initi
ation of
corrective
actions related
to an
incident,Integra
tion with supply
chain and HR
modules,Loggin
g of first aid
records and
reports,Maintai
n database of
all MSDS
sheets for all
materials
used,Maintena
nce of agent
composition
and information
in a central
database,Mana
ge occupational
injury and
illness
claims,Perform
accident
investigations,
identifications,
and
recording,Repo
rt and
investigate
incidents of
Proactive
Information
Delivery
10 78.22 99.5
Includes: Ability
to protect
personal health
information
(limit
access),Definiti
on of new
workflow
processes,E-
mail
systems,Group
and individual
notifications,Me
chanisms for
automatic
escalation of
notifications
that have not
been
acknowledged
within a
specified time
frame,Mechani
sms to notify
individuals
when an action
is
required,Modeli
ng, automation,
and routing for
business
processes
according to
user-defined
business
rules,Predefine
d workflow is
included,Proce
ss can perform
looping,
decisions, or
parallel
processing
streams,Workfl
Security 17 68.69 91.47
Includes:
Authentication
capabilities,Diff
erent
administrators
for different
parts of the
workforce
management,E
ncryption
capabilities,Enti
re sections of
the application
can be
secured,Other
supported
security
standards,Pass
word
encryption,Port
al offering can
import users
and groups
from LDAP-
compliant
systems,Secur
e socket layer
and digital
certificates,Sec
urity functions
are
implemented by
functions,
transaction, or
field,Security
standard
support for
Kerberos,Secur
ity standard
support for
PKI,Security
standard
support for
X.500,System
Product
Technology
This group of
criteria
defines the
technical
architecture
of the
product as
well as the
technological
environment
in which the
product can
run
successfully.
Criteria
include
product and
application
architecture,
software
usability and
administratio
n, platform
and
database
support,
application
standards
support,
communicati
ons and
protocol
support and
integration
capabilities.
Relative to
the other
evaluation
criteria, best
Product
Technology
Module
Ratings
Product
Technolo
gy
Average
Solution
Human Capital
Management
by Benchmark
Vendor
by Epicor
Module Rating Module Rating
Architecture 269 71.49 62.53
Product Technology
Module
Total Criteria
Includes:
Application
Security,Archite
ctural
Foundation,Dat
a Integration
Technologies,D
evice
Interfaces,Mess
aging
Protocols,Mobil
e
Options,Multisit
e
Management,O
rganizational
Structure,Web
Enablement
User Interface 7 85.98 85.71
Includes: UI
Configurability
Platforms 41 43.02 12.04
Includes:
Database,Mobil
e,Server,Works
tation
Application
Tools
21 74.89 84.44
Includes:
Application
development
tools,Applicatio
n management
tools,Business
Model
Generation,Pro
cess Modeling
and Updating
Reporting 9 93.75 100
Includes: Active
or inactive
status,Ad hoc
inquiry
capability from
within the ERP
product,Allows
full text
searches based
on metadata
attributes,Auto
matically rank
search results
in order of
relevance
based on
required or
optional criteria
and weighting
factors,Local
report printing
(not centralized
printing and
distribution),Nat
ural-language
queries/search,
Report
libraries,Report
s available
online,Third
party reporting
application
integration
Workflow and
Document
Management
6 84.69 66.67
Includes:
Automatic
creation of to-
do
list,Document
management,El
ectronic
commerce,E-
mail,Messaging
,Workflow
High-
level
Comp
etitor
Analys
is
Report
Overall
Performa
nce
Human
Resource
s
Personnel
Management
Benefits
Payroll
Training
Human Resources High-level
Competitor Analysis for
Average Solution by
Benchmark Vendor, Human
Capital Management by Epicor
The graphs below were developed for an
express software comparison of Average
Solution by Benchmark Vendor, Human
Capital Management by Epicor. They
display the standard scores of the vendor
solutions, as determined through TEC's
default Human Resources Model. The
graphs reflect 783 functional, technical,
and business criteria. This comparison is
based on average weights and priorities.
Workforce
Management
Product
Technology