Integrated Business Process Customer Relations
From Quote to Cash Management
Automatic sales order document Business Partner
types (POS, Pickup, Prepayment, 36 0° View
etc.) for fast processing
Flexible price list and discount
management
Distribution lists, split payment
Terms, invoice schedules
Customer credit management,
aging reports, dunning
Multi-level commissions
Automatic allocation, direct debit,
direct deposit and credit card
processing
From Requisition to Payment
Request for Quotation with vendor via Self-Service
invitation and self-service reply
Purchase Orders from Sales
Orders, Replenishment or
Requisitions
Automatic two- or three-way
Matching
Direct check or payment selection,
bank interface
Supply Chain Management Resources
Material Management / Logistics Manage
Unlimited warehouses, flexible
locator management
Physical inventory and internal
use inventory; Kitting/boxing
Multi-level confirmation of
shipments (pick, package),
receipts (QA) as well as inter-
warehouse material movements
Multi-level Bill of Materials with Create reimbursement invoices
alternatives and options
Automatic serial no, lot/batch
management, guarantee dates
User definable product attributes
for search and management
Standard costing (LiFo, FiFo,
average)
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Financial Reporting
Financial report writer, e.g. for
balance sheet, profit and loss,
cash flow reports
Report on any combination of the
Unlimited addresses for shipment, financial dimensions and their
receipt, invoice, remittance; hierarchy trees (organization,
Unlimited contacts account, product, project,
Inter - Business partner business partner, activity,
relationships, proxy marketing campaign, location
Requests, Issue tracking from/to, sales region, as well as
Follow up any issue; link with any user defined dimensions/trees)
Easy OLAP integration for multi-
record in the system
Set reminder/due date and receive dimensional cube analysis and
reminders reporting
Record calls, delegate to others Trial Balance and Statement of
Accounts
View progress and send updates
Projects
Marketing
Presales (Sales Queue)
Lead Management management, send quotes;
Quote Management convert to sales orders
Marketing Campaigns Manage project phases and tasks
with fix price or time-and-material
Customer Asset Management
invoicing (integrated with
Automatically create, track and
maintain customer assets time/expense reporting); retainer
Project Jobs (manufacturing)
e-Commerce and Self Service
resources (rooms,
machines, consultants, etc.)
Easily customizable (css, jsp)
Create AP/AR invoices Web Store with product search
Time and Expense and payment processor interface
Capture time and expense of Enter/view requests, subscribe to
employees or contractors interest areas (mailing lists)
Link to projects phases/tasks Customers view their sales orders,
Invoice time and material to shipments, invoices, payments
customers Vendors view their purchase
orders, receipts, remittances;
answer request for quotations
Service Level Agreements Sales
Reps view/maintain
Flexible collection of data, requests, advertisements, ad click
evaluation and monitoring own or count and view their customer’s
vendor Service Level Agreements orders/shipments/invoices
 Flexible Platform
Multi-Org
Organizational entities (can be
legal entities) with shared or
private data
Explicit Inter-Org (counter)
documents for (independent)
supply chain management of
franchises, outlets and stores
Multi-Currency
Complete multi-currency (e.g.
USD as primary currency send
invoice in GBP, receive check in
EUR to deposit in CHF account)
Multi-currency reporting
Multi-Accounting
Multiple accounting
consequences, e.g. for legal and Automatically start workflows
management accounting
Parallel support of multiple GAAPs Define any manual procedure or Attachments & Archives
Multiple, parallel reporting
calendars, user defined periods
Automatic GL distribution based
on percentages
Multi-Tax
Sales, purchase, use tax
(ZIP code from/to)
Value Added Tax
Multiple taxes (GST/PST, etc.)
Tax exemption
Tax inclusive pricing
Multi-Lingual
Multi-lingual user interface and
Multi-lingual documents (invoices, Application
etc.) based on customer language Modify and create your own
Translations for all major
languages available
Internal and external country
address format
(incl. Asian reverse address)
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Security Integrated Report Writer
Define access rules for functions User defined layout, sorting, (sub)
or data, including column and row totals, functions, include graphics,
images, bar-code
security - incl. dependent entities
Drill down to detail report
Security enforced in any user
interface, reporting and export Drill across to where data used
Open entry windows from report
Session and report/process audit
Data change log - undo and re- Send any report as email
attachment
apply changes (incl. delete)
User Interface
Workflow Data entry in multi-row or
Integrated transaction engine for single row layout
easy extension and modification of Field preferences - fast data entry
business processes Zoom to other window for details
Easily integrate external systems of any referenced field
Document processing for flexible Drill across to records referencing
user defined approvals and the current record
extensions Easily customized presentation,
online help
based on user defined conditions Print screen, report
business process
Attach any number of documents
to any record in the system
Technical Features
Automatically or manually archive
Environment documents and reports
Platform Independent (Windows, Search archives
Linux, Unix, Apple) Import/Export
Database support for Oracle and
Export any data (subset) to csv,
Postgresql]
html, xml, pdf
J2EE Architecture based on JBoss
Import products, business
[plan: WebSphere, Oracle AS]
partners, accounts, orders,
Multiple User Interfaces:
invoices, payments, journals, bank
Rich Java, Reach HTML
statements, movements,
and Self-Service
confirmations, inventory, etc. from
Dictionary flat file, xml, or via sql
Version Migration
windows, fields; tables, columns
Optional service to automatically
Create your own processes,
migrate from any version to the
reports and parameters
latest version while preserving any
Customizations and Extensions are customization or extensions
preserved
Copy clients (tenants) to other
Alerts systems, delete clients or
User defined exception based transactions.
reporting