Erp Software Requirements Template Blank

ERP Software Requirements Template
2009 Technology Group Intertnational, Ltd. All rights reserved.

www.tgiltd.com
Software Selection Requirements

Template Instructions
Introduction
This template is designed to provide a format for consistent RFP distribution to multiple software suppliers, thus facilitating uniform supplier responses. The
template is to be used as a guideline only. Individual requirements may be easily eliminated and additional requirements added as deemed appropriate for the
organization.
Reading the through the instructions prior to any modification is extremely important for the accurate recording of supplier responses.
Once complete, vendor answers will be totaled and summarized in a table format on the 'Comparison' tab and in a graphical format on the 'Graphical Summary'
tab. These reports are designed for high level review and evaluation. If used properly, the template will calculate the overall vendor point level and percentage,
as well as the point value and percentage of the individual sections.
Each vendor should complete two tabs labeled 'General Info' and 'Functionality'. The template is populated for five different vendor responses. Additional
vendors may be added if desired, although this template is designed for a short list of candidates which should theoretically consist of no more than five vendors.
To help with completion of the template, TGI has supplied a version which is partially complete. This will provide a futuristic view of the comparison and graphical
data. Please feel free to reference this sample if you experience problems or have distorted your working copy.
Template Assistance
Should you require assistance or have questions concerning this template, please feel free to TGI at (800)837-0028 or (419)841-0291. TGI will be happy to
assist as needed.
Vendor General Info Tab

Once the vendor inputs the 'Vendor Abbreviation' field, the template will self populate the vendor's name throughout tab headers and the reporting tabs. This
field is limited to eight characters to allow for graphical output. Budgetary information will also be transferred to the 'Comparison' and 'Graphical Summary' tabs
for review.
Vendor Functionality Tab

This table includes over 1,100 typical functionality based questions to ask the individual software suppliers. By no means is this a complete listing of a
company's business requirements. It represents a starting point and a method of reducing the potential supplier list to a limited number of suppliers to present
on-site demonstrations. More importantly, the questions serve as thought starters to help the software selection team evaluate critical, desired, and 'wish list'
features.
Prior to vendor distribution, the internal selection team must review each question and determine the priority level of the function. These priority levels are listed
below and within a note field on the table's header. Should the question not be applicable to your organization, simply selection a '0' from the drop down input
guide. If the '0' is selected, the question will not be used in comparison calculations. There is no need to delete rows using this rating method, although it may
be done if desired.
Copyright 2009 Technology Group International

All Rights Reserved
Page 2 of 78
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Additional, company specific functionality requirements are available for entry in the last section of this template. There are twenty preformatted questions for
this purpose. If more than twenty questions are required, additional rows may be added into the spreadsheet by using an insert and copy process to copy the
cell formats and formulas from the row immediately proceeding the newly added requirement. Please note that to retain the preconfigured formulas, additional
rows must NOT be added in the first or last question of the individual sections.
Priority Levels
The priority level is to be completed by the organization seeking software. This response will be utilized in calculating a weighted average response to each
question. The available selection criteria are broken down into four levels corresponding to the organization's individual needs.
Required Data Input for Response Criteria
Not Applicable to Organization
Possible Usage Feature or Wish List Item
Desired Feature
Required or Must Have Feature
=
=
=
=
0
1
2
3
Note: There are hidden columns to calculate and store the weighted average. Users of this document must take caution when modifying or deleted
cells in the spreadsheets.
Response Scores
The response score is to be completed by the software suppliers. Supplier responses are broken down into four levels. Responses will be used to calculate
individual weighted average responses, as well as the overall supplier response. Should the supplier to enter in additional information, a comment field is
available per question, per supplier.
Required Data Input for Response Criteria
Product Does Not Meet Requirement
Third Party Interface Required
Customization or Additional Costs Required
Product Meets Requirement

All Rights Reserved
=
=
=
=
No
Third Party
Custom
Yes
=
=
=
=
0
1
2
3
Page 3 of 78
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Functional Categories
Functional areas are used to calculate supplier responses by departmental needs. Each requirement has a main departmental listing and potentially a
secondary description levels.
Abbreviation
Description
Technology
Module
Technology/Infrastructure
Application Summary
GL
General Ledger & Financial

Management
Account Definition, Company Structure, Journal Entry Input, Period and Year End
Processing, Budget Management, Taxation, Reporting
75
AP
Accounts Payable
Invoice Management, Recurring Invoices, Check Management, Vendor Returns,

Debit Memos, E-Commerce, Reporting
54
AR
Accounts Receivable
Cash Application, Collections, Customer Returns, Credit Memos, E-Commerce,

Reporting
71
Forecast
Forecast Management
PU
Purchase Order Management
OE
Order Management & Quotation

Processing
CRM
Service
Sections
Questions
Implementation, General, Security, Layout, System Help, Module Review
66
24
26
Vendor Definition, Costing, Requisitions, RFQ Processing, Purchase Order
Management, Reporting
114
Customer Definition, Pricing, Quote Management, Order Processing, Customer

Returns, E-Commerce, Product Configurator, Invoice Management, Commissions,
Reporting
204
Customer Relationship Management General, E-Commerce, Telemarketing

Field Service & Help Desk Management General, Set Up, Problem Entry and Resolution, Reporting
MRP II
Manufacturing Resource Planning
MRO
REM
Maintenance Repair and Operation

Remanufacturing
WMS
Warehouse Management System
Bar Code
EDI
PM
Workflow
DW
HR
Other
Barcode & Date Collection

Electronic Data Interchange
Project Management
Work Flow Management
Data Warehousing and Reporting
Human Resources & Payroll
Company Specific Requirements

All Rights Reserved
45
28
Costing, Planning, Simulations, Scheduling, Routing Maintenance, Work Order

Management, Reporting
159
18
4
Costing, Unit of Measures, Part Definition, Bill of Materials, Engineering Change

Orders, Inventory Control, Receiving, Shipping, Transportation, Physical Inventories
and Cycle Counts, Reporting
Printing, Scanning, Other
General, Transaction Sets
Job Control and Associated Project Management
Decision Support System, Dashboards, and Workbenches
Employee Definition, Time and Attendance, Payroll
231
14
45
8
4
18
17
20
Page 4 of 78
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Total Available Questions
1245
Vendor Comparison Tab

This table will self populate based on the five vendor responses. The individual vendor names will be automatically populated based on the vendor abbreviations
given on each 'General Info' tab supplied by the potential suppliers. There is no need to modify data on this spreadsheet, as the data will feed from the
functionality and individual vendor detail tabs.
Graphical Summary Tab

The graphs will self populate based on the five vendor responses and will correspond to the data already displayed in the 'Vendor Comparison' tab. The
individual vendor names will be automatically populated based on the vendor abbreviations given on each 'General Info' tab supplied by the potential suppliers.
Graphs Include
Functional Area Breakout by Question
Overall Vendor Response by Percentage Score
Summarized Vendor Response by Functional Area
Individual Graphs by Functional Area - 21 Total
Closing Statements
This template is only one element of TGI's Software Selection Tool Kit. Please review the other documents for possible usage within your organization's
selection process. The individual documents and tool kit are free for internal usage in software selection.
The Software Selection Tool Kit may not be copied or used by outside firms in the solicitation or sale of software and software related services.

All Rights Reserved
Page 5 of 78
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Vendor A | General Information
Vendor Information
Full Company Name
Company Abbreviation (Required)
Street Address
City
State
Zip Code
Country
Vendor A
Telephone Number
Toll Free Number
Fax Number
Website
Year Founded
Developer or Reseller
Year of First Software Release
Install Base
Contact Information
Contact Name
Contact Title
Contact Phone Number
Contact E-Mail Address

All Rights Reserved
Vendor A
www.tgiltd.com

Vendor B | General Information
Vendor Information
Full Company Name
Street Address
City
State
Zip Code
Country
Vendor B
Telephone Number
Toll Free Number
Fax Number
Website
Year Founded
Install Base
Contact Information
Contact Name
Contact Title

All Rights Reserved
Vendor B
www.tgiltd.com

Vendor C | General Information
Vendor Information
Full Company Name
Street Address
City
State
Zip Code
Country
Vendor C
Telephone Number
Toll Free Number
Fax Number
Website
Year Founded
Install Base
Contact Information
Contact Name
Contact Title

All Rights Reserved
Vendor C
www.tgiltd.com

Vendor D | General Information
Vendor Information
Full Company Name
Street Address
City
State
Zip Code
Country
Vendor D
Telephone Number
Toll Free Number
Fax Number
Website
Year Founded
Install Base
Contact Information
Contact Name
Contact Title

All Rights Reserved
Vendor D
www.tgiltd.com

Vendor E | General Information
Vendor Information
Full Company Name
Street Address
City
State
Zip Code
Country
Vendor E
Telephone Number
Toll Free Number
Fax Number
Website
Year Founded
Install Base
Contact Information
Contact Name
Contact Title

All Rights Reserved
Vendor E
www.tgiltd.com
Software Selection Requirements Template - Functionality Response by Vendor

Project Team Requirement Listing
Functional Requirement
Primary
Function
Secondary
Function
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Technology and Infrastructure

Supplier Offers Project
Management Services
Supplier Offers End User
Training Services
Supplier Offers Technical
Training Services
Supplier Offers On-Line Training
Services
Supplier Offers Customer
Modification Services
Supplier Offers Infrastructure
Design Services
Supplier Offers Network
Installation Services
Supplier Offers Barcode and
Data Collection Integration
Services
Supplier Offers Data Migration
Services
ASP or SaaS Model Available
Full GUI Version Available
Supports Open Environment
(LAN, WAN, VPN)
Supports Open Database
(Oracle, SQL Server, DB2,
Informix)
Supports Open Operating
System (Windows, UNIX, Linux,
OS/400)
Fully Windows Compliant
Fully ODBC Compliant
Source Code Provided with Sale
Business Intranet Functionality
Available
Supports Document or Image
Attachments to Individual
Records
Provides Import and Export
Capabilities
Multi-Language Enabled
Allows Graphical Representation
of Data
Allows Import and Storage of
External Files - jpeg, gif, tiff,
Word, Excel, PDF, Cad, etc.
Data Dictionary Provided for
Advanced Reporting
Allows Back Up Processing of
Historical Data
Integrated to Microsoft Excel
Integrated to Microsoft Word
Integrated to Microsoft Outlook
Integrated to Microsoft MapPoint
Integrated to VOIP
Integrated to Data Collection &
RF Devices
Integrated to Bar Code Printers
Allows Multi-Level Password
Security
Menu Structure Tailored to
Individual User, Group, or
Department
Command Level Security
Tailored to Individual User,
Group, or Department
Field Level Security Tailored to
Individual User, Group, or
Department
Provides Transaction Audit Trails
Allows Secure Remote Access
User Defined Fields Available
User Defined Function Keys
Available
Technology Implementation
Technology
Technology
General
General
Technology
General
Technology
General
Technology
General
Technology
Technology
Technology
General
General
General
Technology
General
Technology
General
Technology
General
Technology
General
Technology
General
Technology
General
Technology
General
Technology
General
Technology
Technology
Technology
Technology
Technology
Integration
Integration
Integration
Integration
Integration
Technology
Integration
Technology
Integration
Technology
Security
Technology
Security
Technology
Security
Technology
Security
Technology
Technology
Technology
Security
Security
Layout
Technology
Layout

All Rights Reserved
Functionality
www.tgiltd.com

Supports Screen Layout
Changes by User
User Defined Screen Linkage
Available
Supports User Defined Decimal
Place Allowance for Quantity,
Costing, Pricing, and Accounting
Fields (Provide Maximum
Allowed for Each)
Allows for Zooming by Field
Level to View Data Source
Tables During Record Entry or
Query
Allows Query Option within
Zoom Feature
Allows Drill Down on Select
Fields and Documents
Provides Browse Option to View
Key Data of Multiple Records at
One Give Time
Supports User Define Favorites
for Easy Access to Most Used
Screens and Tables
Supports User Defined Color
Preferences for Required,
Enterable, and Non-Enterable
Fields
Provides Screen Level Help
Provides Field Level Help
Help Text is Configurable by
Users
Provides Online How To Help
How To Help May be
Customized by End User
Customer
Provides Online Access to
Frequently Asked Questions
Provides Online Access to Video
Based Tutorials
Provides Integrated Testing
System for User Training and
Certification
Standard Adhoc Report Writer
Available for Customization
Integrated Decision Support
System
Integrated Dashboards
Integrated Workbench
Standard Reports Available for
Major Functions
Allows Fax as Print Option for
Report Generation
Allows E-Mail as Print Option for
Report Generation
Allows Screen View as Print
Option for Report Generation
Allows Default Printer by Group
or User
Vendor A Response
Primary
Function
Secondary
Function
Technology
Layout
Technology
Layout
Technology
Layout
Technology
Layout
Technology
Layout
Technology
Layout
Technology
Layout
Technology
Layout
Technology
Layout
Technology
Technology
Technology
Technology
System
System
System
System
Technology
System Help
Technology
System Help
Technology
System Help
Technology
System Help
Technology
Reporting
Technology
Reporting
Technology
Technology
Reporting
Reporting
Technology
Reporting
Technology
Reporting
Technology
Reporting
Technology
Reporting
Technology
Reporting

All Rights Reserved
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Help
Help
Help
Help
Functionality
www.tgiltd.com

Primary
Function
Secondary
Function
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Application Module Review

Integrated General Ledger
Modules
Integrated Accounts Payable
Modules
Integrated Accounts Receivable
Modules
Integrated Budgets
Modules
Integrated Fixed Assets
Modules
Integrated Forecast
Management
Modules
Integrated Purchasing
Modules
Integrated Order Management
Modules
Integrated Telemarketing
Integrated Customer
Relationship Management
(CRM)
Integrated Help Desk
Modules
Integrated Field Service
Modules
Integrated Product Data

Management (PDM)
Fully Integrated Warehouse
Management System (WMS)
Integrated Barcode and Data
Collection
Integrated Manufacturing
Executive System (MES)
Integrated MRP or MRP II
System
Integrated Maintenance
Management
Integrated Human Resources
and Payroll
Modules
Modules
Modules
Modules
Modules
Modules
Modules
Modules
Modules
Integrated E-Commerce
Modules
Integrated EDI Mapping
Modules
Integrated Mobile Sales Force

Automation (External or Remote
System Access)
Integrated Report Writer with
Default Reports Already Created
Integrated Data Warehousing
Modules
Modules
Modules
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
Application
Review
General Ledger and Financial Management

Supports a Cash Basis
Accounting Practices
Supports a User Defined
General Ledger Account
Structure
Supports GL Account Masking
Supports Statistical Account
Usage
Supports a User Defined Fiscal
Calendar
Supports User Defined
Accounting Periods
Support Up to 24 Account
Periods
Supports Multi-Company
Operations
Supports Inter-Company
Transfers of Work in Process
(WIP) and Finished Goods (FG)
Inventory with Automatic GL
Transactions
Supports Multi-Plant Operations
GL
GL
GL
GL
GL
GL
GL
GL
Account
Definition
Account
Definition
Account
Definition
Account
Definition
Account
Definition
Account
Definition
Account
Definition
Company
Structure
GL
Company
Structure
GL
Company
Structure

All Rights Reserved
Functionality
www.tgiltd.com

Supports Multiple Profit Centers
per Company
Supports Individual Planning
Calendars by Company or Plant
Allows Shared Product Master
and Bill of Materials Between
Companies, Plants, and
Warehouses
Supports the Entry of a Unique
Product Master and Bill of
Materials Between Companies,
Plants, and Warehouses
Supports Inter-Company
Transfers of Payables with
Automatic GL Transactions
Allows Unique MRP Processing
Between Companies, Plants,
and Warehouses
Supports Tracking of Individual
Plant and Warehouse Demand
which is Automatically Fulfilled
by Unique or Shared Inventory
Supports both Centralized,
Multiple Company, Division, or
Plant Order Entry, Fulfillment,
and Invoicing Activity
Plant Master Scheduling Activity
Plant Purchasing and Accounts
Payable Activity
Supports G/L Account Allocation
by Account Based Percentages
G/L Account Protection to
Prohibit Manual Entries to
Supports Specific Accounts
Supports Corporate to Child
Account Copy Added
Supports the Usage of Unique
Identifiers or Reference
Numbers per Journal Entry
Supports Recurring Journal
Entries and Templates
Supports the Automatic
Reversal of Accrual
Transactions
Supports User Defined Journal
Entry Reason Codes
Supports both Hard and Soft
Close
Allows Two or More Accounting
Periods to be Open at One Time
Allows for Automatic Period
Close Processing
Supports the Automatic Close of
Income and Expense Accounts
to Retained Earnings
Supports Automatic Year End
Processing
Allows the User to Run Year End
More Than Once
Allows the User to Open Next
Year Prior to Closing Current
Year
Allows the User to Reopen
Closed Periods
Allows Prior Period Adjustments
Maintain Budgets for Multiple
Years
Budget Amounts Spreadable
Based on Monthly Percentage
amount
Create Next Year's Budget
Primary
Function
GL
GL
Secondary
Function
Company
Structure
Company
Structure
GL
Company
Structure
GL
Company
Structure
GL
Company
Structure
GL
Company
Structure
GL
Company
Structure
GL
Company
Structure
GL
Company
Structure
GL
Company
Structure
GL
Account
Definition
GL
Account
Definition
GL
Account
Definition
GL
Journal Entry
Input
GL
GL
GL
GL
GL
GL
GL
GL
GL
GL
GL
GL
GL
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Journal Entry
Input
Journal Entry
Input
Journal Entry
Input
Period and Year
End
Period and Year
End
Period and Year
End
Period and Year
End
Period and Year
End
Period and Year
End
Period and Year
End
Period and Year
End
Period and Year
End
Budget
Management
GL
Budget
Management
GL
Budget
Management

All Rights Reserved
Functionality
www.tgiltd.com

Budget vs. Actual Reporting
Current Year vs. Last Year
Budget Comparison
Supports Separate Tax
Calculations for Purchases and
Sales
Supports Tax Calculations by
Country
State or Providence
County
City
Stores Default Customer Tax
Code by Customer Bill to
Address
Stores Unique Customer Tax
Codes by Individual Ship to
Locations
Stores Customer Tax ID's for All
Supported Levels
Allows Default Tax Status by
Product for Product Purchases
Allows Default Tax Status by
Product for Product Sales
Allows Tax Status Override at
Sales Order Level
Sales Order Item Level
Purchase Order
Supports Integration of External
Tax Packages
Detailed and Summary Ledgers
with On-Line Review
Includes a Financial Report
Writer
Financial Report Writer Supports
Output to HTML
Output to User Dashboards
Financial Report Writer is
Integrated to Microsoft Excel
Preset Account Segments
Groupings by Company,
Business Unit, or Division
User Defined Totals and SubTotals
Standard Report for Chart of
Accounts
Standard Report for
Consolidated Financials
Standard Report for
Comparative Balance Sheets for
Individual Period Review
Standard Report for
Comparative Income
Statements
Standard Report for Account
Roll up for Financial Statements
Standard Report for GL
Transaction Register
Standard Report for Detailed
Trial Balance by Primary
Account
Standard Report for Detailed
Trial Balance by Full Account
Standard Report for Cash Flow
Supports Multi-Currency
Calculations and Reporting
Supports Funds Statements
Supports VAT Calculations
Primary
Function
GL
GL
Secondary
Function
Budget
Management
Budget
Management
GL
Taxation
GL
Taxation
GL
Taxation
GL
Taxation
GL
Taxation
GL
Taxation
GL
Taxation
GL
Taxation
GL
Taxation
GL
Taxation
GL
Taxation
GL
Taxation
GL
Taxation
GL
Taxation
GL
Reporting
GL
GL
GL
GL
GL
GL
GL
GL
GL
GL
GL
GL
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Financial Report
Writer
Financial Report
Writer
Financial Report
Writer
Financial Report
Writer
Financial Report
Writer
Financial Report
Writer
Financial Report
Writer
Financial Report
Writer
Financial Report
Writer
Financial Report
Writer
Financial Report
Writer
Financial Report
Writer
GL
Reporting
GL
Reporting
GL
Reporting
GL
Reporting
GL
Reporting
GL
GL
Reporting
Reporting

All Rights Reserved
Functionality
www.tgiltd.com

Primary
Function
Secondary
Function
AP
Invoice
Management
AP
Invoice
Management
AP
Invoice
Management
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Accounts Payable
Supports Three Way Matching Purchase Orders, Receipts, and
Supplier Invoices
Supports the Entry of a Single
Invoice which is Expensed to
Multiple Profit Centers
Supports Processing of
Unvouchered Invoices and
Accrued Receivers
Supports the Option to Place an
Entire Batch of Invoices on Hold
Supports the Option to Place an
Individual Invoice on Hold
Calculation of Invoice Payment
Due Dates and Allowable
Discounts
Allows for Modifications to
Invoice Account Distribution
After Processing
Allows for Modifications to
Invoice Date After Processing
Supports Association of the
Vendor Invoice Number to the
Corresponding Journal Entry
Supports Error Checking for
Duplicate Invoice Entry or
Possible Over Payment of
Vendor Invoices
Supports the Entry of PrePayment for Purchase Order
and Invoices
Supports the Partial Payment of
Invoices
Supports the Vendor Payments
without Purchase Orders
Supports Automatic Close of
Purchase Orders if Quantities
Match
Allows for Comments on Invoice
Entry
Supports Use Tax Tracking on
Expense, Accrual, and Dollar
Amounts
Supports Freight Accrual and
Processing
Supports Entry of Recurring
Payables, i.e., Templates
Recurring Payable Templates
Include the Option for with
Beginning and Ending Dates
Recurring Payable Templates
Allow for User Notification of
Payment Based on Defined Day
of the Month or a Specific
Period in Time
Supports the Usage of Multiple
Cash Accounts Available
Allows the User to Select a
Specific or Range of Bank
Accounts and Due Dates at
Check Run Entry
Supports Zero Dollar Check
Printing
Supports Online Check
Reconciliation
Supports the Voiding of a Single
Check
Supports the Voiding of an
Entire Check Run
Allows a User to Hold Payment
to a Specific Vendor
AP
AP
Invoice
Management
Invoice
Management
AP
Invoice
Management
AP
Invoice
Management
AP
Invoice
Management
AP
Invoice
Management
AP
Invoice
Management
AP
Invoice
Management
AP
AP
Invoice
Management
Invoice
Management
AP
Invoice
Management
AP
Invoice
Management
AP
Invoice
Management
AP
AP
Invoice
Management
Recurring
Invoices
AP
Recurring
Invoices
AP
Recurring
Invoices
AP
Check
Management
AP
Check
Management
AP
AP
AP
AP
AP
Check
Management
Check
Management
Check
Management
Check
Management
Check
Management

All Rights Reserved
Functionality
www.tgiltd.com

Supports Vendor Return
Processing
Vendor Return Processing is
Fully Integrated with the
Warehouse and Accounts
Payable Functionality
Vendor Return Processing
Provides the User the Ability to
Ties the Return to a Specific
Purchase Order
Vendor Return Processing
Supports Return of Goods
Received Against Closed
Purchase Orders
Supports the Linkage of the
Return's Debit Memo to a Single
Purchase Order
Supports Automatic Application
of Memos
Supports Secure On-Line or
Electronic Vendor Payments
Supports Automation of Secure
On-Line or Electronic Vendor
Payments
Supports the Processing of
Internet Auctions and eBids
Supports Basic Internet Based
Purchasing Functionality
Vendor Payment History Report
Available
Cash Requirements Report
Available
Standard Report for Pre-Check
Run Edit
Standard Report for Vendor
Account Balances
Standard Report for Payments
Due by Date
Standard Report for Vendor
Aging
Graphical Aging Over Time
Available by Company
Graphical Aging Over Time
Available by Individual Vendor
Standard Report for Open
Invoices
Standard Report for Outstanding
Checks
Standard Report for Voided
Checks
Standard Report for Payment
History
Standard Report for Recurring
Invoice Listing
Ability to Print Vendor 1099
Forms
Standard Report for General
Ledger Distribution
Provides an Online Inquiry to
Open and Closed Payables
Standard Report for Individual
Profit Center Balances
Primary
Function
Secondary
Function
AP
Vendor Returns
AP
Vendor Returns
AP
Vendor Returns
AP
Vendor Returns
AP
Debit Memos
AP
Debit Memos
AP
E-Commerce
AP
E-Commerce
AP
E-Commerce
AP
E-Commerce
AP
Reporting
AP
Reporting
AP
Reporting
AP
Reporting
AP
Reporting
AP
Reporting
AP
Reporting
AP
Reporting
AP
Reporting
AP
Reporting
AP
Reporting
AP
Reporting
AP
Reporting
AP
Reporting
AP
Reporting
AP
Reporting
AP
Reporting

All Rights Reserved
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Functionality
www.tgiltd.com

Primary
Function
Secondary
Function
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Accounts Receivable
Assignment of Payment to the
Oldest Open Invoice (aka
Balance Forward Accounting)
Assignment of Payment to the
Invoices via a Range of Invoices
Net Accounting Supported
Gross Accounting Supported
Supports the Processing of NonSufficient Checks (NFC) with
Corrections for Account
Distribution
Supports the Billing of Service
Related Items - Hourly Rates,
Services Rendered, and Service
Parts
Supports a Fully Automated
Cash Application Environment
Supports the Application of One
Check to Multiple Customer
Invoices
Supports the Entry of Advance
Payments from Customers
Supports Modifications to
Previously Matched Invoices
Supports Automatic Calculations
of Customer Discounts and Due
Dates
Supports the Entry of Invoices in
Batch Mode
Supports Automatic Charge
Backs to Invoices Paid Short
Supports Future Dates on
Invoices
Supports Free Form Entry of
Invoice Related Notes
Supports Customer Specific
Invoice Formats
Supports the Transfer of Open
Invoices from One Customer
Account to Another
Supports Force Edit List Prior to
Closing Batch
Supports Global User Defined
Aging Buckets
Supports Aging of Credits
Aging Bucket Factors
Supports On-line Access and
Review of Customer Invoice
Transactions
Statement Runs by Date
Calculations of Finance Charges
for Applicable Accounts
Supports Finance Charge
Bucket Preferences
Supports Finance Charges
Applicable to Finance Charges
Supports the Automatic Trigger
and Notification of Past Due
Invoices
Supports Collection Minimums
for Collection Calls
Assignment of Invoices to
Internal Collection Agents or
Outside Collection Agencies
Supports the Online Review of a
Customer's Collections History
per Invoice
AR
Cash Application
AR
Cash Application
AR
AR
Cash Application
Cash Application
AR
Cash Application
AR
Cash Application
AR
Cash Application
AR
Cash Application
AR
Cash Application
AR
Cash Application
AR
Cash Application
AR
Cash Application
AR
Cash Application
AR
Cash Application
AR
Cash Application
AR
Cash Application
AR
Cash Application
AR
Cash Application
AR
Collections
AR
Collections
AR
Collections
AR
Collections
AR
Collections
AR
Collections
AR
Collections
AR
Collections
AR
Collections
AR
Collections
AR
Collections
AR
Collections

All Rights Reserved
Functionality
www.tgiltd.com

Supports Accounts Receivable
or Billing Specific Contact
Management Contacts and
Notes
Supports Online Collection
Scripts for Internal Employee
Usage
Supports a Collection Call Log
or Tickler File for Proactive
Collections Activity by Internal
Collection Agents
Supports User Defined or
Customizable Dunning Letters
Supports Automatic
Management Notification or Alert
of Accounts Receivable Activity
Exceeding an Allowable
Tolerance Level
Supports Performance Analysis
of Collections Activity
Supports Automatic Credit Limit
Checks and Potential Credit
Order Holds at Order Entry
Supports the Entry of Temporary
Customer Credit Extensions with
Effectivity Dates
Supports Multi-level Customer
Aging for those Accounts with
Multiple Bill-to Addresses
Supports Automatic Calculations
and Reporting of a Specific
Customer's Payment Statistics
Supports the Association of a
Credit Memo to Specific RMA
Receipt
Supports Online Review of RMA
Completed by Product
Supports User Defined Reason
Codes for Account Write Off's
Supports Partial Credit
Application for Credit Memo
Processing
Supports the Application of a
Credit Memo to an Individual
Invoice
Supports the Application of a
Credit Memo to Multiple Invoices
Supports Credit Memo Reason
Code Table and Associated
Tracking
Supports Credit Memo
Reduction in Sales
Commissions Due
Supports Online or Electronic
Customer Payments
Supports Online or Internet
Based RMA Requests
Supports Automatic Load of
Invoices from Remote or Legacy
Systems
Supports Automatic Load of
Cash Receipts from Bank
Transmissions
Supports Secure Payments
During Internet Based Order
Entry
Standard Report for ProForma
Invoices
Standard Report for a Daily
Billing Summary
Graph Available for Tracking
Accounts Receivable Over Time
by Individual Customer
by Customer Group
by Company as a Whole
Standard Report for Invoice
History by Customer
Primary
Function
Secondary
Function
AR
Collections
AR
Collections
AR
Collections
AR
Collections
AR
Collections
AR
Collections
AR
Collections
AR
Collections
AR
Collections
AR
Collections
AR
Customer
Returns
AR
Customer
Returns
AR
Credit Memos
AR
Credit Memos
AR
Credit Memos
AR
Credit Memos
AR
Credit Memos
AR
Credit Memos
AR
E-Commerce
AR
E-Commerce
AR
E-Commerce
AR
E-Commerce
AR
E-Commerce
AR
Reporting
AR
Reporting
AR
Reporting
AR
Reporting
AR
Reporting
AR
Reporting

All Rights Reserved
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Functionality
www.tgiltd.com

Standard Report for Invoice
History by Salesperson
Invoices
Charge Back Invoices
Standard Report for Cash
Receipts by Lock Box
Standard Report for Cash
Receipts by Customer
Standard Report for Aged
Invoices By Customer
History Report
Standard Customer Statements
Format Available
Customer Statements May be
Customizable by Customer
Billing Address
Standard Customer Invoice
Format Available
Customer Invoice May be
Customizable by Customer
Billing Address
Standard Customer Dunning
Letter Available
Primary
Function
Secondary
Function
AR
Reporting
AR
Reporting
AR
Reporting
AR
Reporting
AR
Reporting
AR
Reporting
AR
Reporting
AR
Reporting
AR
Reporting
AR
Reporting
AR
Reporting
AR
Reporting

All Rights Reserved
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Functionality
www.tgiltd.com

Supports Sales Forecast by
Individual Product per
Warehouse or Distribution
Center
Supports Sales Forecast by
Product Group per Warehouse
or Distribution Center
Supports the Consolidation of
Individual Sales Forecasts for
Analysis and Reporting
Purposes
Supports the Usage of Rolling
Twelve Month Forecasts for
Seasonal Products
Supports Tracking of Original
(Base) and Revised Production
Forecast Amounts
Supports the Automatic Transfer
of Sales Forecasts for Demand
Planning (DRP) or Master
Planning System (MRP) Usage
Allows User to Select or Accept
Portions of the Forecast in DRP
and MRP Processing
Supports a Unique Forecast
Time Fence by Product or SKU
Tracks Sales Forecasts
Consumption Based on Actual
Sales Order Activity
Tracks Sales Forecasts
Consumption Based on Actual
Manufacturing Activity
Supports Forecast Entry by
Customer and Product
Combination
Supports Forecast Overlay
Supports the Conversion of Unit
Based Product Forecasts into
Sales Revenue for Forecast
Reporting
Sales Revenue Projections Take
into Account Anticipated Product
Price Changes as Entered into
the Standard Pricing Sheets
Supports Statistical Algorithms
per Individual Item Forecast
Allows both User and System
Generated Forecasts
Supports Automatic Statistical
Algorithm Based on Individual
Item Forecast
Supports System Generate
Forecasts Based on Historical
Sales Order and Demand Driven
Data
Supports User Adjustments to
System Generates Forecasts
Ability to Populate Data Shifts
such as Promotions, Economic
Changes
System Generated Production
Forecasts Compensate for
Exceptions such as Prior Stock
Outs and Promotions
Forecast Accounts for
Seasonality Data Changes
Supports Moving Average
Calculations
Supports Weighted Average
Calculations
Supports Exponential
Smoothing
Supports Regression Analysis
Primary
Function
Secondary
Function
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Forecast Management
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
n/a
Forecast
Forecast
n/a
n/a

All Rights Reserved
Functionality
www.tgiltd.com

Primary
Function
Secondary
Function
PU
Vendor Definition
PU
Vendor Definition
PU
Vendor Definition
PU
Vendor Definition
PU
Vendor Definition
PU
Vendor Definition
PU
Vendor Definition
PU
Vendor Definition
PU
Vendor Definition
PU
Vendor Definition
PU
Vendor Definition
PU
Vendor Definition
PU
Vendor Definition
PU
Vendor Definition
PU
Vendor Definition
PU
Vendor Definition
PU
Vendor Definition
PU
Vendor Definition
PU
Costing
PU
Costing
PU
Costing
PU
Costing
PU
Costing
PU
Costing
PU
Costing
PU
Costing
PU
Costing
PU
Costing
PU
Costing
PU
Costing
PU
Costing
PU
Costing
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Purchase Order and Request for Quote Management

Supports User Defined Vendor
Categories
Types
Payment Priority Codes
Supports Minority Purchase
Tracking Available
Supports Unique Vendor
Address and Contact
Information for Vendor
Corporate Address, Remit to
Address, and Ship to Address
Supports Default Currency by
Vendor
Supports Default Purchase
Order Print Method by Vendor
Supports On-Site or Vendor
Managed Inventory
Supports Back Order Receipts
Defined by Vendor
Supports Automatic Purchase
Order Generation Default by
Vendor
Supports Minimum and
Maximum Receipt Allowances
by Vendor
Supports Definition of Cycle
Times by Vendor
Supports Definition of Core
Supplier by Vendor
Supports Default Freight Pay by
Vendor
Supports Default FOB Point by
Vendor
Supports Default Method of
Shipment by Vendor
Supports Default Carrier by
Vendor
Supports Default Delivery Time
by Vendor
Supports Tracking of Last Price
Paid for an Item
Supports the Entry of User
Defined Landed Cost Labels
Supports the Tracking Actual
and Estimated Landed Costs
Supports the Tracking of Landed
Cost Variances to the General
Ledger
Supports Calculation of
Purchased Price Variances
(PPV)
Supports Online Inquiry or
Report to Compare Actual vs.
Expected Purchase Costs
Supports Recosting at Time of
Invoice Receipt
Allows Purchase Order Price to
Default to Last Amount Paid
Allows Purchase Order Price to
Default to Expected Vendor Cost
(Listed in Vendor Cost Table)
Supports the Manual Hold and
Release or Purchase Orders
Supports Vendor Volume
Discounts per Purchase Order
Discounts per Year
Discounts Calculated by a
Specific Dollar Amount
Discounts Calculated by a
Specific Percentage Amount

All Rights Reserved
Functionality
www.tgiltd.com

Vendor Volume Discounts
Support Effective Dates
(Beginning and End Dates)
Supports Vendor Rebates by
Product
Product Groupings
Product and Customer
Combination
Supports Vendor-Product
Rebates Calculated by a
Specific Percentage Amount
Supports Vendor-Product
Rebates Calculated by a
Specific Dollar Amount
Supports Tracking of and
Processing of Vendor Rebate
Checks
Supports Both Centralized
Requisitions and Purchases
Supports Both Decentralized
Requisitions and Purchases
Supports Requisitions for Stock
Purchases
Supports Requisitions for NonStock Purchases
Supports Requisitions for
Service Items
Supports Inter-Warehouse
Replenishments and Transfers
within the Planning and
Requisition Process
Supports Automatic Creation of
Purchase Requisitions Based on
Calculated Demand
Supports Automatic Creation,
Approval, and Transmission of
Requisitions and Purchase
Orders for Applicable Vendors
and Products
Supports On-Line Approval and
Authorization of Requisitions
Purchase Orders Once
Requisitions are Approved (for
Applicable Vendors)
Supports Vendor Minimum
Purchases by Individual Product
Quantity Ordered
Purchases by Product Grouping
Based on Dollar Value
Purchases by Product Grouping
Based on Quantity Ordered
Supports Definition of Multiple
Vendors per Product Code with
Identification of the Preferred
Vendor Flag for Automated
Processing
Tracks Package or Case
Quantity Requirements by
Vendor-Product Combination
Tracks Lead Time by VendorProduct Combination
Tracks Company Buyer by
Supports Buyer Limits
Supports Buyer Limits Based on
Product Type
Supports Purchasing Specific
Unit of Measure (UOM) for
Individual Products
Primary
Function
Secondary
Function
PU
Costing
PU
Costing
PU
Costing
PU
Costing
PU
Costing
PU
Costing
PU
Costing
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions
PU
Requisitions

All Rights Reserved
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Functionality
www.tgiltd.com

Requisition Planning Supports
Non-Stock or Vendor Catalogue
Items (No Permanent Product
Number Defined Internally)
Supports RFQ Processing
Supports RFQ Response
Tracking
Supports RFQ Award Tracking
Supports RFQ Conversion to
Purchase Order
Tracks RFQ Response Effective
Dates
Tracks Quantity Discounts
RFQ Process Supports
Conversion of RFQ into a
Purchase Order
Supports Both Scheduled and
Unscheduled Blanket Purchase
Orders
Open Requisitions can be
Released from Existing
Unscheduled Blanket Orders
Supports Non-Stock Purchases
(No Part Number Set Up
Required)
Supports Service Only
Purchases
Supports Zero Dollar Items on
Purchase Order
Supports Duplicate Product
Warning on Entry
Supports Vendor to Vendor
(Subcontracted or Third Party
Processing) Purchases
Supports Purchase Orders Tied
to Specific Sales Orders
Supports Drop or Direct Ship
Orders
Drop Shipments Automatically
Create Customer Invoice at
Electronic Shipment
Supports Drop Ship Based
Costing
Supports Copy and Replace for
Purchase Order Entry
Supports Authorized
Manufacturers List
Supports Recording and Cross
Reference to Each Unique
Vendor Part Number
Supports Multiple Releases per
Purchase Order Line Item
Supports Unlimited Notes within
Purchase Order at the Order
Level
Provides a Template for
Recurring Messages Sent to the
Vendor
Supports Automatic Recurring
Messages Sent to the Vendor by
Product Code
Supports Unlimited Notes within
Purchase Order at the Individual
Line Level
Tracks Required Delivery Date
by Line Item
Tracks Vendor's Promise Date
by Line Item
Tracks Vendor's Original
Promise Date and Updated
Promise Date by Line Item
Tracks Actual Delivery Date by
Line Item
Line Item Level of Purchase
Order Tracks Correlation to
Individual Projects
Primary
Function
Secondary
Function
PU
Requisitions
PU
PU
PU
RFQ Processing
RFQ Processing
RFQ Processing
PU
RFQ Processing
PU
RFQ Processing
PU
RFQ Processing
PU
RFQ Processing
PU
Purchase Order
Management
PU
Purchase Order
Management
PU
Purchase Order
Management
PU
PU
PU
PU
PU
PU
PU
PU
PU
PU
PU
PU
PU
PU
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Purchase Order
Management
Purchase Order
Management
Purchase Order
Management
Purchase Order
Management
Purchase Order
Management
Purchase Order
Management
Purchase Order
Management
Purchase Order
Management
Purchase Order
Management
Purchase Order
Management
Purchase Order
Management
Purchase Order
Management
PU
Purchase Order
Management
PU
Vendor A
Supplier
Comment
Purchase Order
Management
Purchase Order
Management
Purchase Order
Management
PU
PU
Vendor A Response
Priority
Level
Purchase Order
Management
Purchase Order
Management
PU
Purchase Order
Management
PU
Purchase Order
Management
PU
Purchase Order
Management

All Rights Reserved
Functionality
www.tgiltd.com

Individual Jobs
Individual Project Phases
Individual Project Steps
Individual Project Tasks
Tracks Products, Quantities, and
Dates of Rejected Vendor
Material (Quality Issues)
Supports Subcontract or Outside
Processing Purchase Orders
Where Only the Service Charge
of this Step is Placed on PO
Tracks Vendor Product Code by
Tracks Vendor Product
Description by Vendor-Product
Combination
Tracks Contract Number by
Supports Automatic Cancellation
of Obsolete Purchase Orders
without Buyer
Notification/Warning
Supports Automatic Cancellation
of Obsolete Purchase Orders
with Buyer Notification/Warning
Automatic Cancellation Warning
Defined in Days by Unique
Vendor
Tracks Commodity Based
Purchases
Tracks Minority Credit
Purchases
Tracks Warranty Period by
Tracks Country or Origin by
Vendor Warranty Based on
Receipt Date
Vendor Warranty Based on Ship
Date to Customer
Tracks Vendor Performance of
Minimum, Maximum, and
Average Lead Times per
Product
Tracks Vendor Performance on
Late Deliveries
Order Fill Rates
Line Item Fill Rates
Quality Relates Returns
Primary
Function
Secondary
Function
PU
Purchase Order
Management
PU
Purchase Order
Management
PU
Purchase Order
Management
PU
Purchase Order
Management
PU
Purchase Order
Management
PU
Purchase Order
Management
PU
Purchase Order
Management
PU
Purchase Order
Management
PU
Purchase Order
Management
PU
Purchase Order
Management
PU
Purchase Order
Management
PU
Purchase Order
Management
PU
Reporting
PU
Reporting
PU
Reporting
PU
Reporting
PU
Reporting
PU
Reporting
PU
Reporting
PU
Reporting
PU
Reporting
PU
Reporting
PU
Reporting

All Rights Reserved
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Functionality
www.tgiltd.com

Primary
Function
Secondary
Function
OE
Customer
Definition
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Order Management and Quotation Processing

Customer Master Record Allows
Entry of Maximum Technology
Level
Entry of Default Language Code
Entry of SIC Code
Entry of DUNS Code and Rating
Entry Customer Specific Order
Cancellation Overrides
Entry of Customer Specific
Minimum Order Allowances
Entry of Purchase Order
Requirement to Allow Sales
Orders
Customer Master Record
Records Allowance of Back
Orders by Customer
Customer Master Record
Records Allowance of Freight
Billing on Back Orders
Entry of Collection Minimums
Entry of Finance Charge
Exceptions
Entry of Customer Specific
Aging Requirements
Entry of Customer Rating (User
Defined Ratings)
Allows Entry of Multiple
Customer Contacts per
Customer Master
Customer Bill to Record
Customer Ship to Record
Allows Entry of a Customer
Specific Ship to Instructions for
Automatic Printing on
Documents
Allows Entry of a Restricted
Customer Listing to Prohibit
New Order Placement
Supports UPC Code Tracking
Per Customer
Automatically Calculates
Discounts per Customer, Per
Line Item in Order Entry
Stores List Price Per Product
Supports Effective Based
Customer Pricing
Contract Pricing Supports
Expiration Dates by Customer
Supports Customer Price Books
or Price Sheets
Supports Pricing Based on a
Buying Group or Class
Supports Promotional Pricing
Supports Promotional Pricing
with Effective Dates
Supports Volume Based Price
Discounts Calculated on Units
Purchased
Supports Columnar Pricing
Supports Pricing Based on Unit
of Measure
OE
OE
OE
Customer
Definition
Customer
Definition
Customer
Definition
OE
Customer
Definition
OE
Customer
Definition
OE
Customer
Definition
OE
Customer
Definition
OE
Customer
Definition
OE
Customer
Definition
OE
Customer
Definition
OE
Customer
Definition
OE
Customer
Definition
OE
Customer
Definition
OE
Customer
Definition
OE
Customer
Definition
OE
Customer
Definition
OE
Customer
Definition
OE
Customer
Definition
OE
Pricing
OE
Pricing
OE
Pricing
OE
Pricing
OE
Pricing
OE
Pricing
OE
Pricing
OE
Pricing
OE
Pricing
OE
Pricing
OE
Pricing

All Rights Reserved
Functionality
www.tgiltd.com

Supports Attribute Based Pricing
Supports Lead Time Based
Pricing
Supports Lowest Available
Pricing
Supports Re-Pricing at Time of
Invoicing
Supports Pricing Based on
Order From or Ship To of Order
Order Date or Ship Date
Entire Order or Individual Line
Item
Supports Volume Based Price
Discounts Calculated on an
Annual Basis
Supports Order Charges for:
Shipping, Handling, and Other
Miscellaneous Charges
Supports Mass Update of
Customer Pricing by Dollar
Amount Increase
Supports Mass Update of
Customer Pricing by Percentage
Amount Increase
Supports Volume Rebate
Calculations and Accumulation
Supports Quote Entry and
Submission to Customers
Supports Quote Entry with
Unlimited Quote and Line Item
Notes
Supports Quote Lead Source
(Order Classification)
Supports Quote Level Expiration
Date
Supports Quote Line Item Level
Expiration Date
Supports Entry of a Win
Probability per Quote Entered
Supports Entry of Non-Stock
and Service Related Items
Supports Entry of Undefined or
New Part Numbers
Supports On-Line Quote
Routing and Approval to Multiple
Users
Supports On-Line Development
of Bill of Materials During
Quoting Process
Supports On-Line Development
of Routing During Quoting
Process
Supports Ability to Copy an
Existing Quote for Update and
Use as a New Quote
Estimating System Allows a
Desired Margin or Cost Plus
Amount to Determine the
Required Sales Price
Supports Quote Cancellation
with Reason Codes
Supports User Defined Reason
Codes for Rejected Quotes
Supports Automatic Customer
Notes and Messaging
Supports Automatic Assignment
of Sales Order and Release
Numbers
Supports Direct Ship Orders
Direct Ship Orders
Supports Scheduled Blanket
Orders
Supports Unscheduled Blanket
Orders
Supports "Same as Except" or
Copy and Replace Order Entry
Primary
Function
OE
Secondary
Function
Pricing
OE
Pricing
OE
Pricing
OE
Pricing
OE
Pricing
OE
Pricing
OE
Pricing
OE
Pricing
OE
Pricing
OE
Pricing
OE
Pricing
OE
Pricing
OE
Quote
Management
OE
Quote
Management
OE
OE
OE
OE
OE
OE
OE
Quote
Management
OE
Quote
Management
OE
Quote
Management
OE
Quote
Management
OE
OE
OE
OE
OE
OE
OE
OE
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Quote
Management
Quote
Management
Quote
Management
Quote
Management
Quote
Management
Quote
Management
Quote
Management
OE
OE
Vendor A Response
Priority
Level
Quote
Management
Quote
Management
Order
Processing
Order
Processing
Order
Processing
Order
Processing
Order
Processing
Order
Processing
Order
Processing

All Rights Reserved
Functionality
www.tgiltd.com

Supports Ability to Copy Existing
Order for Update and Use as
New Orders
Supports Template Based Order
Entry
Supports Order Consolidation at
Entry or Adding a New Order
onto an Existing Customer
Order Already Entered
Supports Sales Order with Cash
Receipts
Supports Sales Order with COD
Terms
Supports Sales Order with
Credit Card Processing
Supports Sales Order on
Account
Supports Sales Order on
Account with User Defined
Discount and Payment Terms
Supports Multiple Ship To's per
Sales Order
Supports Unique Order From,
Bill To, and Ship To Addresses
per Order
Supports Unique Order From,
Bill To, and Ship To Contacts per
Order
Supports One Time Bill To's
Supports One Time Ship To's
Supports Minimum Order
Amounts by Customer
Supports Minimum Order
Charges
Supports Order Hold Reason
Codes
Supports Order Hold and
Release at Order Entry
Supports Automatic Inventory
Check and Associated Warning
to User at Entry
Supports Capable to Promise
Date at Time of Order Entry
Supports Ability to Update
Existing Orders
Supports Cancel Order Amounts
per Customer
Supports a Default Warehouse
or Distribution Center Defined
per Customer Ship to Address
Supports Shipping from Multiple
Centers on One Sales Order
Supports Customer Specific Unit
of Measure Requirements
Customer Part Number and
Product SKU may be Used
Interchangeably in Order Entry
Supports Entry of a Customer's
Part Number for Usage in Data
Entry of for Printing on
Documents
Allows Direct Association of
Customer Orders and Work
Orders
Order Entry Notes can Transfer
to Printed Work Order
Documents if Two Records are
Linked
Supports Product Substitutions
at Order Entry
Supports Complimentary
Products at Order Entry
Complimentary Products Include
Sales Scripts and Image Files
Supports Exploded BOM Ability
to Promise and Ability to Deliver
in Order Entry
Primary
Function
Secondary
Function
OE
Order
Processing
OE
Order
Processing
OE
Order
Processing
OE
OE
OE
OE
OE
Order
Processing
OE
Order
Processing
OE
OE
OE
OE
OE
OE
OE
OE
OE
OE
Order
Processing
OE
Order
Processing
OE
Order
Processing
OE
Order
Processing
OE
Order
Processing
OE
Order
Processing
OE
Vendor D Response
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Order
Processing
Order
Processing
Order
Processing
OE
OE
Vendor C Response
Supplier
Comment
Order
Processing
Order
Processing
OE
Vendor B Response
Order
Processing
Order
Processing
Order
Processing
Order
Processing
Order
Processing
Order
Processing
Order
Processing
OE
OE
Vendor A
Supplier
Comment
Order
Processing
Order
Processing
Order
Processing
Order
Processing
Order
Processing
OE
OE
Vendor A Response
Priority
Level
Order
Processing
Order
Processing
Order
Processing
Order
Processing

All Rights Reserved
Functionality
www.tgiltd.com

Automatic Credit Check Based
on Maximum Credit Limit
Automatic Credit Check Based
on Aged Receivables
Stores Customer Requested
Ship Date and Actual Ship Date
per Order Line Item
Supports Multiple Line Item
Releases Per Order
Supports Unlimited Notes per
Order
Supports Unlimited Notes per
Line Item
Warns User of Duplicate Items
Supports Usage of Zip Code
Base Table to Provide Uniform
City, State, and Country Entry to
Users
Warns User of Duplicate
Customer Purchase Order
Number
Supports Customer/Product
Regulatory Checks
Supports Requirement of
Number
Supports Order Priority
Placement
Supports Customer Priority
Placement
Supports Automatic Load
Consolidation by Sales Order
Supports Shipment Variance
Claims from Customers by
Sales Order
Supports Direct Marketing for
Catalogue based Companies
Tracks Catalogue Source Code
per Sales Order
Tracks Catalogue and Page
Number Tracking Down to Line
Item Level
Tracks Catalogue and Source
Code Tied to Price Sheets
Manages Gift Certificates or
Cards
Manages Multiple Tender Types
per Sales Order
Supports Returned Material
Authorization Processing
(RMA's)
Fees Defined by Customer
Supports Customer Warranty
Returns
Supports Customer Service
Related Returns
Authorization Processing
(RMA's) for Return to Stock
Unique RMA Number
Automatically Generated
User Defined RMA Reason
Codes by Line Item
Printable RMA Documents or
Labels
Customer RMA's Automatically
Set Up Electronic Receiving
Document for Warehouse
Personnel
Supports Internet Based Entry of
Sales Orders
Supports both Business to
Consumer (B2C) and Business
to Business (B2B) Transactions
Supports Internet Order Status
Reporting
Supports Internet Based Sales
Order Updates and
Cancellations
Primary
Function
OE
OE
OE
OE
OE
OE
OE
OE
Secondary
Function
Order
Processing
Order
Processing
OE
Order
Processing
OE
OE
Order
Processing
OE
Direct Marketing
OE
Direct Marketing
OE
Direct Marketing
OE
Direct Marketing
OE
Direct Marketing
OE
Direct Marketing
OE
OE
OE
OE
OE
OE
OE
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Order
Processing
Order
Processing
Order
Processing
Order
Processing
OE
OE
Vendor B Response
Order
Processing
Order
Processing
Order
Processing
Order
Processing
Order
Processing
Order
Processing
OE
Vendor A
Supplier
Comment
Order
Processing
OE
OE
Vendor A Response
Priority
Level
Customer
Returns
Customer
Returns
Customer
Returns
Customer
Returns
Customer
Returns
Customer
Returns
Customer
Returns
Customer
Returns
OE
Customer
Returns
OE
E-Commerce
OE
E-Commerce
OE
E-Commerce
OE
E-Commerce

All Rights Reserved
Functionality
www.tgiltd.com

Supports Calculations of
Shipping and Handling Charges
on Internet Orders
Internet Suggested Selling:
Complimentary Selling, Up-Sell,
Cross-Sell, Promotional
Suggestions
Supports Calculation of Internet
Based Sales Tax
Supports Internet Usage and
Statistical Reporting
Supports Internet Based
Inventory Status Inquiries
Supports Internet Based Sales
Order Entry with Product
Attributes
Supports Internet Based Order
Entry with Product
Configurations
Supports Internet Bases Sales
Order Entry with On-Line Credit
Card Processing
Includes an Integrated Product
Configurator or the Integration of
Third Party Product Configurator
for Sales Order Entry
Supports the Creation of Bill of
Materials and Routings Based
on Entered Sales Orders for
Configured Products
Sales Order Entry and
Configuration Processing
Manages any Required
Production Run and Cycle
Times
Supports Sales Order Entry with
Configuration Based Products
Automatically Calculate the
Appropriate Sales Price for Each
Product of SKU
Supports Listing of Previously
Configured Items
Product Configurator Supports
Multiple Dimensional Product
Attributes
Configurator Allows for Unlimited
Notes per Item
Supports Rule Based Product
Configurations
Supports User Selected
Quantities per Option or Feature
Within the Product Configurator
Product Configurator Explodes
Final Bill of Materials for
Purchasing Related and
Receiving Activities
Supports Product Configurations
within Quoting and Estimating
Supports Customer Invoice
Grouping by Order Number
Grouping by Purchase Order
Number
Grouping by Customer Number
Grouping by Customer Ship to
Number
Supports Customer Terms by
Order and By Line Item
Supports Tagging of Customers
on Denial (Sales Orders No
Longer Accepted for Account)
Aging Factors
Supports Credit Card
Transactions
Primary
Function
Secondary
Function
OE
E-Commerce
OE
E-Commerce
OE
E-Commerce
OE
E-Commerce
OE
E-Commerce
OE
E-Commerce
OE
E-Commerce
OE
E-Commerce
OE
Product
Configuration
OE
Product
Configuration
OE
Product
Configuration
OE
Product
Configuration
OE
Product
Configuration
OE
Product
Configuration
OE
OE
Product
Configuration
OE
Product
Configuration
OE
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Product
Configuration
Customer
Definition
0
0
0
OE
Invoice
Management
OE
Invoice
Management
OE
Invoice
Management
OE
Invoice
Management
OE
Invoice
Management
OE
OE
Supplier
Comment
Product
Configuration
Product
Configuration
OE
OE
Vendor A Response
Priority
Level
Invoice
Management
Invoice
Management

All Rights Reserved
0
0
Functionality
www.tgiltd.com

Allows Automatic Calculation of
Freight Costs
Allows Post-Shipping Entry of
Freight Charges
Calculates Commissions by
Salesperson
Supports Split Salespersons
Commissions
Supports Input of Sales Quotas
Based on Sales Dollars
Supports Input of Sales Quotas
Based on Sales Margin
Salesperson Based on
Percentage Level of Quota
Achievement in Minimum and
Maximum Intervals
Salesperson and Sales Type
Combination
Supports Customer-Salesperson
Commission Overrides
Ordering Trends with Exception
Alerts
Invoice Formats
Statement Formats
Acknowledgement Formats
Supports Automatic
Transmission of Customer
Acknowledgements
Supports Customer Specific Bar
Code Labels
Supports Four Level Customer
Hierarchy
Supports End User Tracking for
Reseller Accounts
Tracks Change Order
Frequency and Reasons
Tracks Line Item and Order Fill
Rates
Packing Lists
Allows Automatic or User
Requested Printing of Bills of
Ladings (BOL)
Supports Order Inquiry by
Number
Customer Ship To Address
Customer Contact Name
Supports Order Inquiry by Data
Entry User
Supports Order Inquiry by Order
Date
Includes Profit and Loss Report
by Product or Four Level
Product Grouping
Includes Cost of Sales Report
by Product or Four Level
Product Grouping
Maintains Monthly and Year to
Date Sales Information by
Customer
Maintains Rolling Twelve Month
of Sales Information by
Customer
Provides Standard Sales Tax
Report
Provides Standard Daily Sales
Report
Primary
Function
OE
OE
Secondary
Function
Invoice
Management
Invoice
Management
OE
Commissions
OE
Commissions
OE
Commissions
OE
Commissions
OE
Commissions
OE
Commissions
OE
Commissions
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting

All Rights Reserved
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Functionality
www.tgiltd.com

Provides Standard Report for
Sales by Sales Representative
Customer Sales History
Customer Sales by Due Date
Product Sales History
Last Customer Sale Report
Open Orders and Open Orders
by Due Date
Open Back Orders and Back
Orders by Due Date
Late Orders and Late Shipments
by Due Date
Line Item Fill Rates
Hot Items
Customer Open Order
Summaries
Customer Service
Representative Activity
Order on Hold
Delivery Ratings
Provides Standard Report to
Track Sales Quotas vs. Current
Sales
Primary
Function
Secondary
Function
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting
OE
Reporting

All Rights Reserved
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Functionality
www.tgiltd.com

Vendor A Response
Priority
Level
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor E Response
Secondary
Function
CRM
General
CRM
CRM
General
General
0
0
CRM
General
CRM
General
CRM
E-Commerce
CRM
E-Commerce
CRM
E-Commerce
CRM
E-Commerce
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
Vendor A
Supplier
Comment
Vendor B Response
Primary
Function
Vendor B
Vendor C
Vendor D
Vendor
E
Supplier
Comment
Customer Relationship Management

Fully Integrated with All System
Modules
Supports Telemarketing Efforts
Supports Outside Sales Efforts
Supports Customer Quote Entry
and Order Conversion
Supports Help Desk or Problem
Tracking and Support
Supports an Internet Product
Support
Internet Customer Satisfaction
Calculation
Supports an Internet Knowledge
Base
Internet Content
Supports User Defined Activity
Codes
Supports User Defined Result
Codes
Supports User Defined Tracking
of Process Step (Step within
Defined Sales Funnel)
Supports User Defined Loss
Business Codes
Supports Prospect Entry
Supports Prospect Download to
Microsoft Outlook
Supports Entry of Prospect
Location via Map and
Associated Directions to
Prospect
Supports Graphical Prospect
Analysis Based on Geographical
Location
Supports Prospect Conversion
to Customer at Order Placement
Supports Lead Source Tracking
Supports Multiple Contacts per
Prospect or Customer
Supports Assignment of Inside
Sales Representative per
Supports Assignment of Outside
Sales Representative per
Supports Initial Probability
Tracking per Prospect or
Customer
Supports Current Probability
Tracking per Prospect or
Customer
Supports Initial Rank Tracking
per Prospect or Customer
Supports Current Rank Tracking
per Prospect or Customer
Supports Multiple Contacts per
Supports Tagging Contacts for
Targeted Mail Campaigns
Supports System Generated
Call Scheduling
Supports Mass Call Scheduling
Based on Geography
Based on Sales Volume
Based on SIC Code
Based on Employee Count
Based on Last Call Date
Provides Daily Activity Inquiry to
Alert of Necessary Sales Action

All Rights Reserved
Functionality
www.tgiltd.com

Supports Sales Task
Assignment and Filtering by
User Defined Criteria
Supports Mass Rescheduling of
Sales Task Assignments
Supports Unlimited Note Entry
per Contact
Supports Document Attachment
per Contact/Customer
Supports Emailing of Contact
Direct from CRM System
Supports the Storing of
Preformatted Emails
Supports the Tracking of
Success Factor Relative to
Daily Activities
Supports Online Inquiry of
Contact History Inquiry
Contact Pending Activities
Produces Mailing Labels for
Direct Mail Campaigns
Vendor A Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Vendor E Response
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
CRM
Activity Tracking
Vendor A
Supplier
Comment
Supplier
Comment
Secondary
Function

All Rights Reserved
Priority
Level
Vendor B Response
Primary
Function
Vendor B
Vendor C
Vendor D
Vendor
E
Supplier
Comment
Functionality
www.tgiltd.com

Primary
Function
Secondary
Function
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Field Service & Help Desk Management

Supports the Planning and
Associated Management of
Field Level Service Teams
Field Level Service Functionality
is Fully Integrated with System
Help Desk (Support Problem
Log) is Fully Integrated with
System
User Defined Key Words
User Defined Problem Category
Codes
User Defined Priority Codes
User Defined Minimum
Response Time Requirements
Supports Entry of Service
Personnel by Company,
Division, or Cost Center
Personnel by Geography
Personnel by Time Period
Help Desk Tracks Customer and
Contact
Help Desk Tracks Product
Number or SKU
Help Desk Tracks Product Serial
Number and Warranty
(Maintenance) Period
Help Desk Allows Unlimited Note
Entry
Help Desk Tracks Allows Entry
of Solution or Resolution
Help Desk Tracks Allows
Routing to Responsible Parties
for Resolution
Help Desk Allows Dispatching of
Technicians for Resolution
On-Line Query of Open Cases
or Reported Problems
On-Line Query of Response
Times
Standard Report Exists for Open
Problems by Category
Standard Report Exists for Open
Problems Over 24 Hours
Standard Report Exists for
Problem Statistics by Customer
Resolution Time by Category
Standard Report Exists for List
of Potential Problems
Problem Log
Closed Problems by Category
Average Resolution Time by
Customer and Category
Standard Report Exists for Total
Calls and Time Spent by
Customer and Category
Service
General
Service
General
Service
General
Service
Set Up
Service
Set Up
Service
Set Up
Service
Set Up
Service
Set Up
Service
Set Up
Service
Set Up
Service
Problem Entry
Service
Problem Entry
Service
Problem Entry
Service
Problem Entry
Service
Problem Entry
Service
Problem Entry
Service
Problem Entry
Service
Reporting
Service
Reporting
Service
Reporting
Service
Reporting
Service
Reporting
Service
Reporting
Service
Reporting
Service
Reporting
Service
Reporting
Service
Reporting
Service
Reporting

All Rights Reserved
Functionality
www.tgiltd.com

Primary
Function
Secondary
Function
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment

Support On-Line Review of
Manufacturing Driven General
Ledger Data
Supports Overhead Costs or
Burden Rates per Machine
Supports Assignment of Burden
or Overhead Rate to Work
Centers
Supports per Unit Burden Costs
by Dollar Amount
Supports per Hour Burden Costs
by Dollar Amount
Supports Set Up Burden Rates
Supports Burden Rates that are
Calculated by Dollar Amounts or
Percentages
Supports Assignment of
Standard Direct Labor to Work
Centers
Standard Direct Labor to
Routing Step
Supports Assignment of Direct
Labor as a Burden Rate
Standard Machine Rates or
Costs
Standard Set Up via Labor
Rates to Work Centers
Supports Assignment
Incremental Cost Associated
with Subcontracting, Third Party
Processing, or Outside
Processing
Supports Standard Cost Roll Up
Calculations
Calculations for Single Product
Only
Calculations that Include Scrap
and Yield Estimates
Supports Cost Roll Up Options
for Calculations of Labor and
Burden
Supports a Minimum of a Twelve
Month Planning Horizon for
Master Scheduling
Supports Definition of Available
Hours or Operation per
Individual Machine
Allows User Defined Bucketing
formats in Days, Weeks, and
Months
Allows Definition of Minimum
and Maximum Batch Sizes by
Individual Product
Bill of Materials are Exploded to
Calculate the Net Requirements
Based Available Inventory
Balances, Existing Sales
Orders, and Scheduled
Incoming Receipts, Forecasted
Amounts, and On Hold Inventory
Supports Top (Shippable
Finished Good) to Bottom (Raw
Material) Planning
Supports Real-Time Cumulative
Lead Time Generation or
Availability Data
Supports Purchased Finished
Goods Requirements, i.e., DRP
Supports Vendor Specific Lead
Time Offsets for Component
Good Purchases
Supports Available Inventory
Build Optimization
MRP II
Costing
MRP II
Costing
MRP II
Costing
MRP II
Costing
MRP II
Costing
MRP II
Costing
MRP II
Costing
MRP II
Costing
MRP II
Costing
MRP II
Costing
MRP II
Costing
MRP II
Costing
MRP II
Costing
MRP II
Costing
MRP II
Costing
MRP II
Costing
MRP II
Costing
MRP II
Planning
MRP II
Planning
MRP II
Planning
MRP II
Planning
MRP II
Planning
MRP II
Planning
MRP II
Planning
MRP II
Planning
MRP II
Planning
MRP II
Planning

All Rights Reserved
Functionality
www.tgiltd.com

Supports Review of ECO's
Status and Effectivity Date in
Planning
Supports Production and Transit
Times for Third Party Processing
Steps
Supports Planning Adjustments
for Seasonal Fluxuations in
Demand
Supports Overlapping
Operations within Scheduling
Supports Simulation and "What
if" Scenarios without Altering the
Live Production Data
Supports Modifications to
Capacity Limits and
Manufacturing Calendars During
Simulations without Altering Live
Data
Once Initiated, the Simulated
"What if" Data may be
Transferred to Live the
Production Data if Desired
Supports Fully Integrated Master
Scheduling and Planning
Functionality
Supports Scheduling from Order
Due Date Back to Production
Start Date - Also Referred to as
Backward Scheduling
Supports Scheduling Based on
Planned Completion Dates Also Referred to as Pull
Scheduling
Supports Finite Scheduling Scheduling Based on a Fixed or
Limited Amount of Resources
Finite Scheduling Calculations
Consider Resource
Requirements such as Labor,
Machine,
Tooling
Supports the
Scheduling Based
on Machine or Process
Availability First and then
Material Availability Second Also Referred to as Process
Flow Scheduling
Supports Scheduling from the
Order Start Date to the End
Date - Also Referred to as
Forward Scheduling
Supports Scheduling from a
Midpoint in Production and
Moving Forward or Backwards
to Schedule Production - Also
Referred to as Midpoint
Scheduling
Supports Critical Ratios
Scheduling (Time to Finish
Divided by Unfinished
Production Units)
Scheduling System Provides an
Online Graphical Review and
Update
Supports Modifications to the
Schedule Based on Changes in
Demand - Also Referred to as
Line Balancing
Supports Global Rescheduling
of Released and Unreleased
Production Orders
Supports Automatic Grouping of
Similar Work Orders During the
Production Scheduling Process
Supports Scheduling of a Group
of Products Such as in Two
Level Master Scheduling
Supports the Usage of Work
Order within the Scheduling
Process
Primary
Function
Secondary
Function
MRP II
Planning
MRP II
Planning
MRP II
Planning
MRP II
Scheduling
MRP II
Simulations
MRP II
Scheduling
MRP II
Simulations
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling

All Rights Reserved
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Functionality
www.tgiltd.com

Calculation of the Work Order's
Finish Date Based Work and
Available Resources
Supports Firm Planned Orders
(FPO) Which Allows the Planner
to Override Production Schedule
Output from MRP
Supports Demand Time Fence
(DTF) in Master Scheduling
Supports Planned Time Fence
(PTF) in Master Scheduling
Supports Individual Time Fences
Input for Unique Products
Supports Automatic
Rescheduling for MRP
Exceptions
Supports By-Products or CoProducts within the Schedule
Supports Service Based
Products within the Schedule
Supports Repetitive Schedules
with Rate Based Production
Allows the User to Set Up a
Standard Production Sequence
for Scheduling
Supports Concurrent Usage of
Process and Discrete
Manufacturing (Mixed Mode
Manufacturing)
Incomplete Production Runs
Automatically Roll Forward to
Future Shifts, Days, or Periods
Tentative Planning Schedule
Provides Forecasts, Sales
Orders, Master Schedule
Demand, and Incoming Receipts
on One Screen or Report for
User Review Prior to Completion
of
the Final
Schedule
Supports
User
Defined Rough
Cut Bills or Bill of Critical
Resources
Order Start Dates Utilize the
Products Lead Time
Supports the Usage of Effective
Dates in the BOM or ECN
Supports Decimal Fractions
within Scheduling and
Production Recording
Supports Safety Stock
Replenishment Requirements
Supports Minimum Reorder
Points
Supports Minimum Batch Sizes
Supports Order Quantity in
Multiple Calculations
Specific Warehouse, Locations,
or Cost Centers can be
Excluded from MRP
Calculations
Specific Lot of Inventory can be
Excluded from MRP
Calculations
Supports Rescheduling by
Machine
Supports Rescheduling by
Product Group
Supports Special Processing for
Make to Order Type Products
Make to Order Products May
Immediately be Entered to
Product Schedule at Time of
Sales Order Entry
Supports Manufacturing
Routings
Routings Support Revision
Levels
Routings Support Version
Tracking
Primary
Function
Secondary
Function
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
MRP II
Scheduling
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
Scheduling
MRP II
MRP II
MRP II
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Routing
Maintenance
Routing
Maintenance
Routing
Maintenance

All Rights Reserved
Functionality
www.tgiltd.com

Routings Support Effective
Dates
Routings Support Entry of ByProducts per Routing Version or
Revision Level
Routings Support Entry of CoProducts per Routing Version or
Revision Level
Supports the Entering of Tooling
Requirements in Routings via a
Field or Note
Supports Time Phased Tool
Requirements Planning to
Forecast Future Tool Demand
Supports Unlimited Work
Instructions per Routing and
Operation
Supports Subcontract or Outside
Third Party Processing within
Routings
Subcontracted or Outside
Processing Operations within
Routings Automatically Create
Purchase Orders and
Associated Shipping Documents
Supports a Routing Run Time
that is Entered by Operation
Step
Supports
Input of a Standard
Set Up Time per Routing
Operation
Supports Input of Standard Run
Times by Hours
Supports Input of Standard Run
Times by Units
Support Input of a Fixed Run
Time that is Indifferent to the
Number of Units Produced
Supports Routing Move Time
Between Operations or Steps
Supports Entry of Workers
Required per Routing Step
Supports Routing Scrap or Yield
Factors per Operation or Step
MRP Calculations Utilize
Routing Yield Factor in Planning
Supports the Entry of Raw
Materials or Components
Utilized per Routing Operation
or Step
Supports Routing "Same as
Except" or Copy and Replace
Functionality
Supports Work Center 'Where
Used' Inquiries
Supports Mass Delete and
Replacement of Operations
within Routings
Supports the Entry of an
Inspection Process as
Operational Step within Routing
Supports the Entry of a
Packaging Process as
Operational Step within Routing
Supports the Usage of a BOM to
be Dependent on a Given Sales
Order Product Configuration
Supports the Usage of a Routing
to be Dependent on a Given
Sales Order Product
Configuration
Supports Drill Down Inquiries for
Work Orders Processing and
Planning
Allows Online Component or
Raw Material Inventory
Availability Inquiry
Primary
Function
MRP II
Secondary
Function
Routing
Maintenance
MRP II
Routing
Maintenance
MRP II
Routing
Maintenance
MRP II
Routing
Maintenance
MRP II
Routing
Maintenance
MRP II
Routing
Maintenance
MRP II
Routing
Maintenance
MRP II
Routing
Maintenance
MRP II
MRP II
MRP II
MRP II
MRP II
MRP II
MRP II
MRP II
MRP II
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Routing
Maintenance
Routing
Maintenance
Routing
Maintenance
Routing
Maintenance
Routing
Maintenance
Routing
Maintenance
Routing
Maintenance
Routing
Maintenance
Routing
Maintenance
MRP II
Routing
Maintenance
MRP II
Routing
Maintenance
MRP II
Routing
Maintenance
MRP II
Routing
Maintenance
MRP II
Routing
Maintenance
MRP II
Routing
Maintenance
MRP II
Work Order
Management
MRP II
Work Order
Management
MRP II
Work Order
Management
MRP II
Work Order
Management

All Rights Reserved
Functionality
www.tgiltd.com

Allows the User to Defined
Specific Routing Step to Record
Actual Units Produced or
Scraped
Supports Automatic Release of
Work Orders and Production
Schedules
Supports Automatic Allocation of
Required Raw Materials or
Components When the Work
Order is Released
Supports Work Orders with
Multiple Line Items
Provides Printed Movement
Instructions
Multiple Level Bill of Materials
are Automatically Allocated
During the Work Order Release
ProcessModification to Work
Allows
Order Components Once
Released
Allows
Modification to Work
Order Operations Once
Released
Supports the Recording of
Applicable Product Attributes
Relative to a Specific Work
Order Operation
Supports Reporting of Actual
Quantities Produced and Actual
Quantities Scrapped During
Production
Supports Reporting of Actual
Labor Utilized During Production
Allows Completion of a Work
Order at Less Than 100% of
Schedule
Allows Completion of a Work
Order at More Than 100% of
Schedule
Completed Subassemblies can
be Moved or Allocated Directly
to Final Work Orders
Completed Work Orders can be
Allocated Directly to a Customer
Order
Supports Work Order
Disassembly
Supports Work Order Start and
Stop Times
Supports Entry of a Work Day
Capacity per Unique Work
Center
Supports Entry of a Work Day
and per Shift Capacity per
Unique Work Center
Supports the Entry of Multiple
Work Centers per Department
Allows the Entry of Multiple
Machines per Work Center
Allows Assignment of Crews per
Work Center
Allows Efficiency Factor per
Work Center
Supports Backflushing of
Components and Raw Materials
at Standard Operation Rate
Supports Backflushing of Direct
Labor at the Standard Operation
Rate
Records Employee Exposure to
Hazardous Materials
Allows Online Viewing or
Reporting of Work Center Load
Information
The Work Center Load
Reporting Consider Partially
Complete Operations and Work
Orders
Primary
Function
Secondary
Function
MRP II
Work Order
Management
MRP II
Work Order
Management
MRP II
Work Order
Management
MRP II
MRP II
MRP II
MRP II
MRP II
Work Order
Management
MRP II
Work Order
Management
MRP II
Work Order
Management
MRP II
Work Order
Management
MRP II
Work Order
Management
MRP II
Work Order
Management
MRP II
MRP II
MRP II
MRP II
MRP II
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Work Order
Management
Work Order
Management
MRP II
MRP II
Vendor B Response
Work Order
Management
Work Order
Management
MRP II
Vendor A
Supplier
Comment
Work Order
Management
Work Order
Management
MRP II
MRP II
Vendor A Response
Priority
Level
Work Order
Management
Work Order
Management
Work Order
Management
Work Order
Management
Work Order
Management
Work Order
Management
Work Order
Management
Work Order
Management
MRP II
Work Order
Management
MRP II
Work Order
Management
MRP II
Work Order
Management
MRP II
Reporting
MRP II
Reporting

All Rights Reserved
Functionality
www.tgiltd.com

The Work Center Load
Reporting Identifies Planned,
Firm, and Released Orders
Supports a Dispatch List or
Production Schedule Reporting
Capability per Manufacturing
Work Center
Supports Online Inquiry of Work
Order Status by Work Order
Number or Product Number
Supports Online Inquiry of Work
in Process Inventory Status
Expected Work Order
Completion Date
Supports Online Inquiry or
Reporting of Finished Good
Availability
Scheduling Process Creates
Available-to-Promise (ATP) Data
Supports Available-to-Promise
Data which is Available in Real
Time Inquiries at Order Entry
Supports MRP Exception
Reports
Supports Automatic Response
for MRP Exception Reports or
Messages
Supports the Ability to Filter
System Generated MRP
Messages
Supports Standard Reports for a
Product's Gross Requirements
Support Single Level Pegging
Supports Multiple Level Pegging
Provides a Standard Production
Recap Report
Provides a Standard Report for
Manufacturing Variances
Production Schedule
Summaries
Detailed Production Schedules
Word Order Requirements
Manufacturing Planning
Raw Material Demand
Material Shortage
Inventory Status
Reviewing Tentative Schedules
Reviewing Final Schedules
Primary
Function
Secondary
Function
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
MRP II
Reporting
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting
MRP II
Reporting

All Rights Reserved
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Functionality
www.tgiltd.com

Downtime Resulting from
Schedule Equipment
Maintenance Activities are
Included in Planning and
Scheduling Calculations
Supports Recording of NonPlanned or On Demand
Maintenance Requests
Supports Preventive or
Scheduled Maintenance
Supports Predictive
Maintenance Requirements
System Advises or Alerts User of
Preventive Maintenance Orders
which Require Machine
Downtime
Maintenance Process Creates
Work Order
Supports Entry of a Machine
BOM (Equipment Part List)
Supports Entry of Both Stock
and Non-Stock Machine BOM
Items
Supports Machine BOM Version
Levels
Supports Machine BOM
Revision Levels
Supports On-Line Maintenance
Instructions
Supports Maintenance Related
Document Attachments
Unlimited Note Field for
Recording Maintenance Work
Performed on Equipment
Supports Gauge Calibration
Supports Scheduling of
Maintenance Labor Resources
Accounts for Quantities and
Associated Costs for MRO Items
Removed from Inventory
Supports Accounting of Usage
of MRP Items to Individual Cost
Centers or Departments
Supports On-Line History
Review by Machine
Primary
Function
Secondary
Function
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment

MRO
n/a
MRO
n/a
MRO
n/a
MRO
n/a
MRO
n/a
MRO
n/a
MRO
n/a
MRO
n/a
MRO
n/a
MRO
n/a
MRO
n/a
MRO
n/a
MRO
n/a
MRO
n/a
MRO
n/a
MRO
n/a
MRO
n/a
MRO
n/a

All Rights Reserved
Functionality
www.tgiltd.com

Primary
Function
Secondary
Function
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Remanufacturing
Supports Accounting for Cores
Products for Upgrade, Repair, or
Remanufacturing
Component's Material Recovery
Rate as Part of a Core Return
Tracks the Actual Parts
Replaced or Rebuilt on
Remanufactured Products
Supports the Breakdown and
Potential Rebuild of a BOM for
Unusable Cores
REM
n/a
REM
n/a
REM
n/a
REM
n/a

All Rights Reserved
Functionality
www.tgiltd.com

Primary
Function
Secondary
Function
WMS
Costing
WMS
Costing
WMS
Costing
WMS
Costing
WMS
Costing
WMS
Costing
WMS
Costing
WMS
Costing
WMS
Costing
WMS
Costing
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment

Actual Cost by Product
Weighted Average Cost by
Product
Supports the Recording of FIFO
Cost by Product
Supports the Recording of LIFO
Cost by Product
Standard Cost by Product
Supports the Recording of Last
Cost by Product
Supports Activity Based Costing
(ABC)
Supports General Ledger Cost
Variances Accruals
Supports User Defined Cost
Labels by Product
Supports a Multilevel Cost Roll
Up for Manufactured Products
Supports Simulated Cost Roll
Up for Manufactured Products
Supports User Defined Unit of
Measures (UOM)
Supports Stocking Specific Unit
of Measures
Supports Selling Specific Unit of
Measures
Supports Purchasing Specific
Unit of Measures
Supports Shipping Specific Unit
of Measures
Supports Packing Specific Unit
of Measures
Supports Report Specific Unit of
Measures
Provides a Unit of Measure
Conversion Table to
Automatically Calculate
Conversions Between Unit of
Measures
Provides a Warehouse Specific
Unit of Measure Conversion
Table to Automatically Calculate
Conversions Between Unit of
Measures in that Specified
Warehouse
Supports 30 Digit Alpha Numeric
Part Number
Supports Identification of UPC
Code
Supports Identification of
Packing Specific UPC Code
Supports Primary (Short) and
Secondary (Long) Product
Descriptions
Supports Marking Product
Obsolete by a Specific Date
Supports Marking Product
Obsolete Once Inventory is
Exhausted
Supports Replacement Part
Number Tracking and Prompts
Users of Replacement if
Obsolete Part Number is
Entered
Supports Planning Identifier for
Make Only, Buy Only, or a
Combined Value for On-Going
Make/Buy Analysis
Products to Include in MRP
Calculations
Products to Include in Standard
Sales
WMS
Costing
WMS
Unit of Measures
WMS
Unit of Measures
WMS
Unit of Measures
WMS
Unit of Measures
WMS
Unit of Measures
WMS
Unit of Measures
WMS
Unit of Measures
WMS
Unit of Measures
WMS
Unit of Measures
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition

All Rights Reserved
Functionality
www.tgiltd.com

Products to Include in ECommerce
Sales and
Supports
Minimum
Maximum Stocking Levels by
Part Number
Supports Safety Stock
Calculations for Replenishments
by Part Number
Supports Service Level Factors
Defined by SKU for Automatic
Requisition Generation and
Replenishment
Supports Velocity Group at SKU
Level
Supports Phantom Products
Supports Scrap and Yield
Estimates at Finished Good
Level
Supports Scrap and Yield
Estimates at Raw Material Level
Supports Tracking of MRO Parts
and Tools
Product Master Allows for
Tracking Based on Product Type
Product Master Allows for
Tracking Based on Sales Type
Supports Automatic Quality
Assurance Testing at Receipt
(Auto QA)
Supports Part Specific Cycle
Times
Supports Part and Warehouse
Combination Cycle Times
Supports Multiple Level User
Defined Product Grouping
(Product Group, Sub-Group,
Line, and Sub-Line)
Supports Commodity Code
Entry by Product
Product Master Stores Individual
Product ABC Classification
Code
Product Master Tracks Product's
Drawing Number
Product Master Tracks Item's
Dimensions (Length, Width, and
Height)
Weight
Catch Weight
UPC Code
Shelf Life
Product Master Tracks Material
Safety Data Sheet (MSDS)
Requirements
Product Master Tracks an
Individual Item's Freight Class
Product Master Tracks Lot
Control Requirements and
Associated Properties
Lot Control Properties Set Up
Allows Minimum and Maximum
Tolerance Level Definition by
Unique Property and Part
Number Combination
Serial Number from Incoming
Receipt through Outbound
Shipment
Serial Number on Outbound
Shipments Only
Primary
Function
Secondary
Function
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition

All Rights Reserved
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Functionality
www.tgiltd.com

Supports Kitting of Products at
Time of Shipment
Supports User Defined Product
Grades
Supports User Defined Storage
Location Types by Product - i.e.,
Dry Stock, Refrigerated, Freezer
Technology Levels which
Restrict Sales of a Product to
Given Customer Types
Supports User Defined Velocity
Codes
Supports Royalty Tracking and
Applicable Royalty Payments
per Product
Supports Multiple Attributes per
Product Number, i.e., Size,
Width, Color
Product Attribute Labels are
User Defined
Supports Automatic Product
Unique Messages for Printed
Documents by Department
Supports the Ability to Enter
Multiple Alternate User Defined
Codes per Product
Substitute Products with
Rankings
Substitute Products by
Customer
Multiple Vendors and Associated
Information per Product (See
Purchasing Section)
Supports As Designed BOM's
Supports As Built BOM's
Supports Online Inquiries for
Single Level BOM's
Supports Online Explosion of
Multi-Level and Indented BOM's
Supports the Phantom BOM's
Supports Batch or Template
Based BOM's as Used by
Process Manufacturers - Also
Referred to as a Recipe or
Formula
Tracks Unique Scrap or Yield
Factors for Each Component
within a Given BOM
Tracks Component Level Lead
Time for Ability to Promise and
Scheduling Usage
Allows By-Products and CoProducts in Manufacturing
BOM Allows Pull as Used
Components
BOM Allows Backflush
Components
BOM Allows Default Inventory
Location Entry for Backflush
Components
BOM Allows for Unique
Reference Identifiers by
Component
BOM Allows for Unique Drawing
Number by Component
Support "Same as Except" or
"Copy and Replace" Capability
in BOM
Supports Mass Delete and
Replace of BOM Components
Supports Component Part
Effective Dates
Supports Component
Replacement Reference
Vendor A Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Vendor E Response
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
Part Definition
WMS
WMS
Bill of Materials
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
Vendor A
Supplier
Comment
Supplier
Comment
Secondary
Function

All Rights Reserved
Priority
Level
Vendor B Response
Primary
Function
Vendor B
Vendor C
Vendor D
Vendor
E
Supplier
Comment
Functionality
www.tgiltd.com

Supports Lot Tracking of
Components
Supports Serial Number
Tracking of Components
Supports Substitute or Alternate
Products at the BOM
Component Level
Supports Ranking of Substitute
BOM Components
Supports Ranking of Substitute
BOM Components by Customer
Supports Engineering Change
Orders (ECO)
Supports System Generated
Assignment of ECO Numbers
Tracks ECO Status Levels Obsolete, Active, Planned
Tracks Current ECO Revision
Level
Supports ECO Descriptions
Tracks ECO Owners or
Engineers
Supports ECO Routing of
Electronic Approvals
Tracks ECO Creation and
Implementation Dates
Supports MRP Planning Based
on Applicable ECO
Implementation Dates
Tracks ECO Specific GL
Account Number for Rework or
Scrap Due to Initiation of ECO
Supports Real-Time Update of
Inventory Transactions
Supports Multiple Warehouses
Supports Multiple Distribution
Centers
Supports Inventory Movement
and Transfer Between Locations
and Warehouses
Supports Inter-Warehouse
Replenishments and Transfers
Supports Product Specific
Transfer Pricing Between
Warehouses or Distribution
Centers
Supports Automated
Replenishment from Another
Center
Supports Transfer Lead Times
Between Warehouse or
Distribution Centers
Supports Multiple Inventory
Locations and Bins per
Warehouse
Supports Location Definition as
Dock Location
Pick Location
Putaway Location
Staging Location
Cart Location
Supports Random Locations
Supports Nettable and NonNettable Locations - Exclusion
from MRP Calculations
Supports Primary Put Away
Locations with Ranking of
Locations by Products
Primary
Function
Secondary
Function
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
Bill of Materials
WMS
WMS
WMS
WMS
WMS
WMS
WMS
WMS
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Engineering
Change Orders
Engineering
Change Orders
Engineering
Change Orders
Engineering
Change Orders
Engineering
Change Orders
Engineering
Change Orders
Engineering
Change Orders
Engineering
Change Orders
WMS
Engineering
Change Orders
WMS
Engineering
Change Orders
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control

All Rights Reserved
Functionality
www.tgiltd.com

Supports Primary Pick Locations
with Ranking of Locations by
Products
Primary Pick Locations Allow
Automatic Restocking Based on
Percentage Full for AM and PM
Restocking
Supports Primary
Replenishment or Restocking
Locations
Supports Consignment
Inventory
Supports License Plates
Supports Nested License Plates
(Multi-Level)
Supports Repacking of License
Plates
Supports 'Womb to Tomb' or
'Cradle to Grave' Lot Number
Tracking - i.e, Multi-Level Lot
Tracking
Supports 'Womb to Tomb' or
'Cradle to Grave' Serial Number
Tracking - i.e., Multi-Level Serial
Tracking
Supports Cascade Receiving
Supports Full Directed Put Away
Supports Straight to Stock Put
Away
Supports Dock to Stock Put
Away
Supports Movement of Inventory
to Containment Location or
Status for Future Quality
Inspection
Allows the Receipt of Multiple
Purchase Orders at One Time
Supports Recording of Vendor
Lot Number at Receipt
Serial Number at Receipt
Certification Number at Receipt
Supports Usage of Negative
Inventory
Supports Password Protected
Manual Allocation of Individual
Sales Orders
Allows Minimum Inventory
Availability Requirements for
Allocation Based on Quantity
Amounts of Individual Sales
Order Items
Allocation Based on Percentage
Order Items
Allocation Based on Percentage
Order Items
Allocation Based on the
Percentage Amount of the Total
Sales Order
Allocation Based on the Dollar
Value of the Total Sales Order
Allocation Based on the Weight
of the Total Sales Order
Supports Zone Picking
Warehouse Personnel by Zones
Primary
Function
Secondary
Function
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
WMS
Inventory Control
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
Inventory Control
WMS
WMS
Receiving
Receiving
WMS
Receiving
WMS
Receiving
WMS
Receiving
WMS
Receiving
WMS
Receiving
WMS
Receiving
WMS
Receiving
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping

All Rights Reserved
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Functionality
www.tgiltd.com

Supports Wave Picking
Supports Printing of Pick List for
Subcontractor Products when
Sending to Outside Processing
Vendor
Supports Printing of Shipment
Document for Subcontractor
Products when Sending to
Outside Processing Vendor
Supports Printing of Pick Lists
for Customer Orders, Work
Order, Transfers, and
Manufacturing Scheduled
Supports Batch Printing of Pick
Tickets
Lists Based on Maximum
Weight of Orders in Batch Print
Lists Based on Maximum
Number of Order in Batch Print
Lists Based on Maximum Cube
of Orders in Batch Print
Supports Consolidated Pick
Lists
Supports Picking by Location
Sequence
Supports FIFO Based Location
Picking
Supports Directed Allocation of
Specific Lots or Serial Numbers
Supports Random Allocation
License Plates
Supports Picking and Shipment
of Complete Orders or 'Ship
Complete" Orders
Supports Printing of Pick List
that Exclude Floor Stock Items
Supports Containerized
Shipping
Supports User Defined Freight
Codes and Rates
Supports Maximum Driving Time
Input for Truck Drivers
Supports Minimum Break Time
Input for Truck Drivers
Supports Five Day or Seven Day
Week Schedules for Truck
Drivers
Codes and Rates
Supports Both Calculated and
Actual Freight Charges
Supports Rates Based on
Purchase Price
Purchase Weight
Number of Units Purchased
Codes with Multiple Costing
Factors (Five or More)
Supports User Defined Handling
Charges Based on Percentage
or Dollar Values
Classes
Supports User Defined FOB
Points
Supports Tracking of Hazardous
Material Shipments
Supports Standard Truck
Schedules and Routes
Tracks Transit Times and Freight
Costs
Supports Calculations to
Maximize Truckload Capacity
Primary
Function
WMS
Secondary
Function
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Shipping
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation

All Rights Reserved
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Functionality
www.tgiltd.com

Supports Calculations to
Minimize Overall Freight Costs
Supports Shipment
Consolidations by Truck Load
Supports Shipment
Consolidations by Route Code
Allows Tracking of Pallet
Shipments, Returns, and
Purchases by Truck Loads and
by Carrier
Supports Customer Detention
Charges
Supports Printing of Export
Documentation (Proforma
Invoices)
Tracks Carrier Performance
Tracking and Reporting
Allows User Defined Carrier
Response and Reason Codes
Supports Freezing of both Workin-Process (WIP) Inventories by
Operation and Stockroom
Supports Printing Tags or
Tickets for Physical Inventories
or Cycle Counts
Provides an Associated Tag or
Ticket Reconciliation Report for
Completion Checking
Allows User to Enter in Count
Results for Further Review,
Inventory Update, and Variance
Reporting
Provides a Variance Report for
Frozen vs. Counted Inventory
Amounts
Individual Count Results my be
Posted to Actual Inventory
Records
Supports User Parameters for
Cycle Count Flow by Product or
Location
Movement Percentage for
Automatic Suggestion of Cycle
Counts
Support Two Step Inventory
Periodic Cycle Counting Where
the User Counts Goods without
First Knowing the Anticipated
Quantity on Hand
Primary
Function
Secondary
Function
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
Transportation
WMS
WMS
WMS
WMS
WMS
WMS
WMS
Physical
Inventories and
Cycle Counts
WMS
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Physical
Inventories and
Cycle Counts
Physical
Inventories and
Cycle Counts
Physical
Inventories and
Cycle Counts
WMS
Supports User Defined Inventory

Adjustment Reason Codes
Vendor B Response
Physical
Inventories and
Cycle Counts
Physical
Inventories and
Cycle Counts
WMS
Vendor A
Supplier
Comment
Physical
Inventories and
Cycle Counts
Physical
Inventories and
Cycle Counts
Physical
Inventories and
Cycle Counts
WMS
Supports Control Cycle Counts

by Grouping and Ranges
Vendor A Response
Priority
Level
Physical
Inventories and
Cycle Counts
Physical
Inventories and
Cycle Counts
Provides 'Where Used' Inquiry

WMS
Reporting
for BOM Components
Provides an Exploded BOM
WMS
Reporting
Report
Provides Stock Out Report or
WMS
Reporting
On-Line Inquiry
Tracks Warranty of Products
WMS
Reporting
Tracks Warranty Period and
Expiration Date for Shipments to
Customers (Does Not
WMS
Reporting
Necessarily Equal Vendor
Warranty Period if Distributed
Product)
Tracks Periodic Servicing of
WMS
Reporting
Items Sold
Supports Calculation and
Reporting of ABC Inventory
WMS
Reporting
Analysis
System support user defined
ABC Inventory Calculation
WMS
Reporting
Buckets
All Rights Reserved
Functionality
www.tgiltd.com

Tracks and Reports Excess,
Surplus, or Obsolete Inventory
Supports Printing of Shipping
Documents for Consignment
Orders
Supports On-Line Review of
Individual Products Monthly
Statistics, i.e. Units Received,
Shipped, Returned, Transferred,
Consumed
Monthly Product Statistics are
Available by Warehouse Codes
Supports On-Line Review of
Individual Products Annual
Statistics, i.e. Units Received,
Shipped, Returned, Transferred,
Consumed
On Hand Inventory
Costed Stock Status
Material Allocation
Requested Shipments
Slow Moving Inventory
Shipment Detail by Customer
Replenishments
Required Repack
BOM Cost Roll Ups
BOM Cost Summaries
EPA Product Usage
Finished Goods On Hand
Inventory
Open Inventory Moves
Back Orders
Inventory Adjustments
Inventory Transactions
Primary
Function
Secondary
Function
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting
WMS
Reporting

All Rights Reserved
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Functionality
www.tgiltd.com

Supports Thermal Transfer
Printing of Barcode Label
Printing
Supports Scanning by HandHeld Scanning Devices
Supports Scanning by
Stationary Scanning Devices
Supports Scanning by Radio
Frequency (RF) Scanning and
Input Devices
Allows Barcode Printing on All
Documents
Supports One Dimensional
Barcode Printing & Scanning
Supports Two Dimensional
Barcode Printing & Scanning
Barcode Scanning Available in
Order Entry
Receiving
Shipping
Manufacturing
Supports Automatic Completion
of RF Based Receipts
Supports Automatic Completion
of RF Based Picks and
Shipments
Supports RFID Processing
Primary
Function
Secondary
Function
Barcode
Printing
Barcode
Printing
Barcode
Printing
Barcode
Printing
Barcode
Printing
Barcode
Printing
Barcode
Printing
Barcode
Scanning
Barcode
Scanning
Barcode
Scanning
Barcode
Scanning
Barcode
Scanning
Barcode
Scanning
Barcode
Other
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Bar Code and Data Collection

All Rights Reserved
Functionality
www.tgiltd.com

Ability to Send and Receive
Data
Automotive Manufacturers
Releases Supported (GM, Ford,
DaimlerChrysler)
Large Retailer Transactions
Supported (Wal-Mart, Target,
Staples)
180 - Return Merchandise
Authorization/Notification
210 - Freight Invoice
503 - Pricing History
805 - Contract Pricing
810 - Invoice
811 - Invoice Summary
812 - Credit/Debit Adjustments
820 - Payment
Order/Remittance Advice
823 - Lockbox
824 - Application Advice
830 - Production Schedule and
Release
832 - Price/Sales Catalog
836 - Contract Award
840 - Request for Quotation
842 - Nonconformance Report
843 - Response to Request for
Quotation
844 - Product Transfer Account
Adjustment
845 - Price Authorization
846 - Inventory Inquiry
847 - Material Claim
850 - Purchase Order
853 - Routing and Carrier
Instruction
855 - Purchase Order
Acknowledgement
856 - Advanced Shipment
Notification (ASN)
857 - Shipment and Billing
Notification
858 - Shipment Information
860 - Purchase Order Change
861 - Receiving Advice
862 - Shipment
Schedule/Release Notice
864 - Text Message
865 - Purchase Order Change
Acknowledgement
866 - Production Sequence
867 - Product Transfer Resale
Report
869 - Order Status Inquiry
870 - Order Status Report
940 - WHS Shipping Order
943 - Stock Transfer/Receipt
944 - Stock Transfer/Receipt
945 - Shipping Advice
947 - Shipping Adjustment
879 - Price Change
997 - Functional
Acknowledgement
Primary
Function
Secondary
Function
EDI
General
EDI
General
EDI
General
EDI
Transaction Set
EDI
EDI
EDI
EDI
EDI
EDI
Transaction Set
Transaction Set
Transaction Set
Transaction Set
Transaction Set
Transaction Set
EDI
Transaction Set
EDI
EDI
Transaction Set
Transaction Set
EDI
Transaction Set
EDI
EDI
EDI
EDI
Transaction Set
Transaction Set
Transaction Set
Transaction Set
EDI
Transaction Set
EDI
Transaction Set
EDI
EDI
EDI
EDI
Transaction Set
Transaction Set
Transaction Set
Transaction Set
EDI
Transaction Set
EDI
Transaction Set
EDI
Transaction Set
EDI
Transaction Set
EDI
EDI
EDI
Transaction Set
Transaction Set
Transaction Set
EDI
Transaction Set
EDI
Transaction Set
EDI
Transaction Set
EDI
Transaction Set
EDI
Transaction Set
EDI
EDI
EDI
Transaction Set
Transaction Set
Transaction Set
EDI
EDI
EDI
EDI
Transaction Set
Transaction Set
Transaction Set
Transaction Set
EDI
Transaction Set
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment

All Rights Reserved
Functionality
www.tgiltd.com

Supports Network or Critical
Path Analysis (ex. PERT) for
Projects
Supports Definition of Job
Templates
Supports Breakdown for
Projects Based on Project Step
or Phase
Supports Maintenance of All
Material Costs Associated to a
Specific Project, i.e., Step or
Phase
Labor Costs Associated to a
Phase
Burden Costs Associated to a
Phase
Supports Tracking of Employee
Expenses and Time
Allows MRP Scheduling and
Planning for Projects
Allows Addition of Customer
Orders or Releases to an
Existing Project
Tracks Customer Invoices and
Vendor Payments Made to a
Given Project
Primary
Function
Secondary
Function
PM
n/a
PM
n/a
PM
n/a
PM
n/a
PM
n/a
PM
n/a
PM
n/a
PM
n/a
PM
n/a
PM
n/a
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Project Management/Job Cobtrol

All Rights Reserved
Functionality
www.tgiltd.com

Primary
Function
Secondary
Function
Workflow
n/a
Workflow
n/a
Workflow
n/a
Workflow
n/a
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Workflow Management
Supports the Automation of
Business Workflow or Tasks
Supports Customization of the
Workflow or Task Automation
Supports Documentation
Customization to Provide User
Instructions or Help for
Applicable Automated Tasks or
Workflow Activities
Supports Tracking and Analysis
of Workflow Trends and User
Performance

All Rights Reserved
Functionality
www.tgiltd.com

Primary
Function
Secondary
Function
DW
n/a
DW
n/a
DW
n/a
DW
n/a
DW
n/a
DW
n/a
DW
n/a
DW
DW
DW
DW
DW
n/a
n/a
n/a
n/a
n/a
DW
n/a
DW
n/a
DW
n/a
DW
n/a
DW
n/a
DW
n/a
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Data Warehousing and Advanced Reporting

Exported and Imported
Capabilities
Reports are Customizable
Standard Reports Accessible
Direct from Standard User
Screens
Graphical Reports Standard
Supports Drill Down On-Line
Reporting
Supports Variation and
Exception Reporting
Existing Business Intelligence
and Executive Reports are
Available
Supports Online Dashboards
Dashboards are Defined by
User
Dashboards May be Graphical
Dashboards May be Table
Based
Dashboards May Include
Reports
Dashboards May Include Gas
Gages
Dashboards May Include
Unlimited Quadrants or Data
Elements per User
Dashboards May be Exported to
HTML
Dashboards May be Exported to
Excel
Supports Online Workbenches
Workbenches May be Defined
by User or Functional Area

All Rights Reserved
Functionality
www.tgiltd.com

Primary
Function
Secondary
Function
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Human Resource and Payroll Management

Supports Entry of a Department
Code for Each Employee
Supports the Entry of a Pay
Rate for Each Employee
Supports the Tracking Skills
Sets by Individual Employee
Supports Tracking of Individual
Employee Training Course
Completion
Supports Tracking of Employee
Job Performance or Company
Provided Appraisals
Tracks Employee Sick and
Personal Time Allowed Versus
Time Taken
Tracks Minority or Union Related
Employee Data
Individual Employee Date of
Hire and Anniversary Dates
Supports the Tracking of Time
and Attendance Reporting for
Hourly Employees
Supports the Tracking of Time
and Attendance Reporting for
Salary Employees
Supports Integration of Time
and Attendance Functionality to
the Manufacturing Plant Floor
Schedule
Supports Printing of Payroll
Checks
Supports the Tracking and
Payment of Piece and Incentive
Based Pay Rates
Supports the Tracking of Federal
Payroll Tax Processing
Supports the Tracking MultiState and Providence Payroll
Tax Processing
Federal, State, Providence
Based Payroll Tax Tables are
Included with Software Sale and
Post-Sale Updates Provided
Supports Employee Tax
Accruals and Reports
HR
HR
HR
Employee
Definition
Employee
Definition
Employee
Definition
HR
Employee
Definition
HR
Employee
Definition
HR
Employee
Definition
HR
Employee
Definition
HR
Employee
Definition
HR
Time and
Attendance
HR
Time and
Attendance
HR
Time and
Attendance
HR
Payroll
HR
Payroll
HR
Payroll
HR
Payroll
HR
Payroll
HR
Payroll

All Rights Reserved
Functionality
www.tgiltd.com

Primary
Function
Secondary
Function
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
n/a
Vendor A Response
Priority
Level
Vendor A
Supplier
Comment
Vendor B Response
Vendor C Response
Vendor D Response
Supplier
Comment
Supplier
Comment
Supplier
Comment
Vendor B
Vendor C
Vendor D
Vendor E Response
Vendor
E
Supplier
Comment
Optional Company Specific Requirements

Company Specific # 1

All Rights Reserved
Functionality
www.tgiltd.com

Vendor Comparison Chart
Point Value of Responses
Requirements Section
Application Summary
General Ledger & Financial Management
Accounts Payable
Accounts Receivable
Forecast Management
Purchase Order & RFQ Management
Order Management & Quotation Processing
Remanufacturing
Barcode & Data Collection
Project Management/Job Control
Other - Company Specific Questions
Weighted Average Total

All Rights Reserved
Percentage Value of Responses
Items
Per
Section
66
24
75
54
71
26
114
204
45
28
159
18
4
231
14
45
8
4
18
17
20
Vendor
A
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Vendor
B
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Vendor
C
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Vendor
D
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Vendor
E
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Vendor
A
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Vendor
B
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Vendor
C
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Vendor
D
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Vendor
E
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
1245
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Comparison
www.tgiltd.com

Graphical Summary Report
Functional Area Breakout of Template Questions

Application Summary
Accounts Payable
Accounts Receivable
Forecast Management
Remanufacturing
The above chart provides an overview of the templates question breakout. As it shows, significant emphasis is placed on
the sections of manufacturing resource planning, warehouse management, and order management.

All Rights Reserved
Graphical Summary
www.tgiltd.com
Overall Vendor Response by Percentage Score
Vendor A
Vendor B
Vendor C
Vendor D
Vendor E
The above chart provides an overview of the individual supplier responses. The percentage amount displayed is the
vendor's total weighted average response compared to the total weighted average of the requirements.
Vendor Weighted Average Response

by Functional Area
All Rights Reserved
1

Graphical Summary
www.tgiltd.com
Vendor Weighted Average Response

by Functional Area


0.9

0.8

0.7
Remanufacturing
0.6

0.5

0.4

0.3

Forecast Management
0.2
Accounts Receivable
0.1
Accounts Payable
Vendor A
Vendor B
Vendor C
Vendor D
Vendor E
Application Summary
The above chart provides an overview of the individual supplier responses by section as a component of their overall
response. The figures on the left display the supplier's total weighted average response and how each section is a
component of the response.

All Rights Reserved
Graphical Summary
www.tgiltd.com
Supplier Percentage Comparisons by Functional Area

Technology and Infrastructure
Vendor A
Ve ndor B
Ve ndor C
Vendor D
Application Summary
Ve ndor E
Vendor A
General Ledger and Financial Management
Ve ndor A
Vendor B
Vendor C
Ve ndor D

All Rights Reserved
Ve ndor E
Vendor B
Ve ndor C
Ve ndor D
Ve ndor E
Accounts Payable Management
Ve ndor A
Vendor B
Vendor C
Ve ndor D
Vendor E
Graphical Summary
www.tgiltd.com
Forecast Management
Accounts Receivable and Collections
Vendor A
Ve ndor B
Ve ndor C
Vendor D
Ve ndor E
Purchase Order and RFQ Management
Ve ndor A
Vendor B
Vendor C
Ve ndor D

All Rights Reserved
Vendor E
Vendor A
Vendor B
Ve ndor C
Ve ndor D
Ve ndor E
Order Management and Quote Processing
Ve ndor A
Vendor B
Vendor C
Ve ndor D
Vendor E
Graphical Summary
www.tgiltd.com
Field Service and Help Desk Management
Vendor A
Ve ndor B
Ve ndor C
Vendor D
Ve ndor E
Vendor A
Vendor B
Vendor C
Ve ndor D
Remanufacturing
All Rights Reserved
Ve ndor C
Ve ndor D
Ve ndor E
Ve ndor A
Vendor B
Vendor E
Ve ndor A
Vendor B
Vendor C
Ve ndor D
Vendor E

Graphical Summary
www.tgiltd.com
Remanufacturing
Vendor A
Ve ndor B
Ve ndor C
Vendor D
Ve ndor E
Vendor A
Barcode and Data Collection
Ve ndor A
Vendor B
Vendor C
Ve ndor D

All Rights Reserved
Vendor B
Ve ndor C
Ve ndor D
Ve ndor E
Vendor E
Ve ndor A
Vendor B
Vendor C
Ve ndor D
Vendor E
Graphical Summary
www.tgiltd.com
Project Management
Vendor A
Ve ndor B
Ve ndor C
Vendor D
Ve ndor E
Vendor A
Vendor B
Vendor C
Ve ndor D
Vendor E
Ve ndor C
Ve ndor D
Ve ndor E
Human Resources and Payroll
Data Warehouse and Advanced Reporting
Ve ndor A
Vendor B
Ve ndor A
Vendor B
Vendor C
Ve ndor D
Vendor E
Other - Company Specific

All Rights Reserved
Graphical Summary
www.tgiltd.com
Other - Company Specific
Vendor A
Vendor B
Ve ndor C
Ve ndor D

All Rights Reserved
Vendor E
Graphical Summary
www.tgiltd.com
nt
sing

All Rights Reserved
Graphical Summary
www.tgiltd.com

All Rights Reserved
Graphical Summary
www.tgiltd.com

All Rights Reserved
Graphical Summary
www.tgiltd.com

All Rights Reserved
Graphical Summary
www.tgiltd.com

All Rights Reserved
Graphical Summary
www.tgiltd.com

All Rights Reserved
Graphical Summary
www.tgiltd.com

All Rights Reserved
Graphical Summary
www.tgiltd.com

All Rights Reserved
Graphical Summary
www.tgiltd.com

All Rights Reserved
Graphical Summary
www.tgiltd.com
TGI is an industry-leading enterprise software solution provider to small and mid-market manufacturers and distributors. TGIs
exclusive focus is on the development, implementation, and support of Enterprise 21, the companys fully-integrated business
management software solution. TGI is a privately-held organization with one of the highest revenue per employee ratios in the ERP
software industry.
For more information, please visit www.tgiltd.com, or contact TGI directly at (800) 837-0028.

All Rights Reserved
About TGI
www.tgiltd.com

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ERP Software Requirements Template

2009 Technology Group Intertnational, Ltd. All rights reserved.

Software Selection Requirements

Vendor General Info Tab

Vendor Functionality Tab

Copyright 2009 Technology Group International

Copyright 2009 Technology Group International

General Ledger & Financial

Invoice Management, Recurring Invoices, Check Management, Vendor Returns,

Cash Application, Collections, Customer Returns, Credit Memos, E-Commerce,

Purchase Order Management

Order Management & Quotation

Implementation, General, Security, Layout, System Help, Module Review

Customer Definition, Pricing, Quote Management, Order Processing, Customer

Customer Relationship Management General, E-Commerce, Telemarketing

Manufacturing Resource Planning

Maintenance Repair and Operation

Warehouse Management System

Barcode & Date Collection

Copyright 2009 Technology Group International

Costing, Planning, Simulations, Scheduling, Routing Maintenance, Work Order

Costing, Unit of Measures, Part Definition, Bill of Materials, Engineering Change

Total Available Questions

Vendor Comparison Tab

Graphical Summary Tab

Individual Graphs by Functional Area - 21 Total

Copyright 2009 Technology Group International

Software Selection Requirements

Copyright 2009 Technology Group International

Software Selection Requirements

Copyright 2009 Technology Group International

Software Selection Requirements

Copyright 2009 Technology Group International

Software Selection Requirements

Copyright 2009 Technology Group International

Software Selection Requirements

Copyright 2009 Technology Group International

Software Selection Requirements Template - Functionality Response by Vendor

Technology and Infrastructure

Copyright 2009 Technology Group International

Project Team Requirement Listing

Copyright 2009 Technology Group International

Project Team Requirement Listing

Application Module Review

Integrated Accounts Payable

Integrated Accounts Receivable

Integrated Fixed Assets

Integrated Order Management

Integrated Field Service

Integrated Product Data

Integrated EDI Mapping

Integrated Mobile Sales Force

General Ledger and Financial Management

Copyright 2009 Technology Group International

Project Team Requirement Listing

Copyright 2009 Technology Group International

Project Team Requirement Listing

Copyright 2009 Technology Group International

Project Team Requirement Listing

Copyright 2009 Technology Group International

Project Team Requirement Listing

Copyright 2009 Technology Group International

Project Team Requirement Listing

Copyright 2009 Technology Group International