sample software package analysis
Post on 30-May-2018
218 Views
Preview:
TRANSCRIPT
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 1/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 1
PACKAGE ANALYSIS - SAMPLEBusiness Area Req # How Functionality is to be Satisfied
Sales & Distribution 1.1.1 Create contracts with associated production locations. Yes
Sales & Distribution 1.1.2 Yes
Sales & Distribution 1.1.3 Yes Datalogix - Sales > Pricing
Sales & Distribution
Sales & Distribution 1.1.4 Ability to print separate line items for price components.
Sales & Distribution 1.1.5 Assign a price book to a contract. Yes
Sales & Distribution 1.1.6 Yes
Sales & Distribution 1.1.7 Yes
Sales & Distribution 1.1.8 Assign effective dates to prices. Yes
Sales & Distribution 1.1.9 Price can be overridden at time of entry.
Sales & Distribution 1.1.10 Maintain multiple price lists (450+). Yes
Sales & Distribution 1.1.11 Retain price book data for 5 years. Yes
Sales & Distribution 1.1.12 Ability to categorize customers.
Sales & Distribution 1.1.13
Sales & Distribution 1.1.14
Sales & Distribution 1.1.15 Maintain product market prices and price histories. Yes Datalogix - Sales > Pricing
Sales & Distribution 1.1.16 Allow pricing to be as per contract or spot price. Yes Datalogix - Sales > Pricing
FunctionalArea
*** Client Name *** Requirement GAPYes/No
SW PackageModule/Function
ContractMaintenance Datalogix - Sales Order Processing & Datalogix -Sales > Sales Order
Production locations are set up as customers. Contracts become Sales Orders Custom Workaround Required
ContractMaintenance
Create contracts that define pricing for all order/invoicecomponents (product, freight, etc.)
Datalogix - Inventory,Costing & Sales
Set up separate codes for components. Products are Items inGEMMS( Inventory > Items ) which have established costs( Costing>Cost Details or Inv.>Items>Edit>Costing ). Freightare ancillary charges attached to a Sales Order. CustomWorkaround Required
ContractMaintenance
Contracts must support the following components for determining product price: market price rate (order date,make date, or ship date), margin, freight, brokerage,allowance, miscellaneous premiums. Price is determined bycalculating
Need pricing module. GEMMS can support a pricingschedule for items being shipped. This can be done for specific customers. However, to include this level of detailmay require customized programming. Custom WorkaroundRequired
ContractMaintenance
1.1.3cont'd
the deviation of date effective market price. Price isguaranteed for a definable number of days.
ContractMaintenance
Datalogix - Sales > SalesOrder
Sales Order Entry ( Sales ) will support many line items for agive order.
ContractMaintenance
Datalogix - Sales Order Processing, & Datalogix -Inventory > Items
Set up separate codes / pricing tables. Items pricing can beassociated with one or all customers ( Sales > Customers )Pricing Engine Customization
ContractMaintenance
Maintain price books for *** Client Name *** and outsidevendor products.
Oracle - Vendor Master &Datalogix - Sales > Pricing
Establish *** Client Name *** pricing book table. PricingEngine Customization
ContractMaintenance Support multiple price books by product, bycustomer/product, and by geographic area. Oracle - Vendor Master &Datalogix - Sales > Pricing Establish separate code for each. Pricing EngineCustomization
ContractMaintenance
Oracle - Vendor Master &Datalogix - Sales > Pricing
Data entered will be date and time stamped. Pricing EngineCustomization
ContractMaintenance
Support deviation from standard prices listed in weekly pricetables.
Datalogix - Sales > SalesOrder
ContractMaintenance
Datalogix - Sales Order Processing & Datalogix -Sales > Pricing
Set up item pricing by customer. Pricing EngineCustomization
ContractMaintenance
Datalogix - Sales Order Processing & Datalogix -Sales > Pricing
Based on system capability and archiving policies. PricingEngine customization
ContractMaintenance
Datalogix - Sales >Customer Class Code
Customer can be assigned Customer Class Codes ( Sales >Customer Class Codes ) and reported against such.
ContractMaintenance
Specify broker association with a contract if the customer wasintroduced by a broker.
Datalogix - Sales > SalesRep & Commission Codes
Set up Sales Rep ( Sales > Sales Rep ) & Commission Codes( Sales Commission Codes ) and report against it by SalesOrder only
ContractMaintenance
Track broker commissions (paid on cents per pound or percentage by product type).
Datalogix - Sales > SalesRep & Commission Codes
Set up Sales Rep ( Sales > Sales Rep ) & Commission Codes( Sales Commission Codes ) and report against it by SalesOrder only
ContractMaintenance
Set up pricing tables ( Sales > Pricing ) Pricing EngineCustomization
ContractMaintenance
Set up pricing tables ( Sales > Pricing ) Pricing EngineCustomization
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 2/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 2
Sales & Distribution 1.1.17 Yes Datalogix - Sales > Pricing
Sales & Distribution 1.1.18 Yes Datalogix - Sales > Pricing
Sales & Distribution 1.1.19 Yes
Sales & Distribution 1.1.20 Yes Pricing Engine Customization
Sales & Distribution 1.1.21
Sales & Distribution 1.1.22 Yes
Sales & Distribution 1.1.23 Yes Pricing Engine Customization
Sales & Distribution 1.1.24
Sales & Distribution 1.1.25
Sales & Distribution 1.1.26
Sales & Distribution 1.1.27 On-line visibility to finished product costs. Costing Module fills this need.
Sales & Distribution 1.1.28 Datalogix - Sales > Pricing Set up pricing tables ( Sales > Pricing )
Sales & Distribution 1.1.29 Oracle Data Browser
Sales & Distribution 1.1.30 Oracle Data Browser
Sales & Distribution 1.1.31 Track distributed versus undistributed rebates. Yes Needs custom applications.
Sales & Distribution 1.1.32 Yes
Sales & Distribution Sales Order 1.2.1
Sales & Distribution Sales Order 1.2.2 Support 3600 customers.
Sales & Distribution Sales Order 1.2.3 Scan in customer orders. Yes
Sales & Distribution Sales Order 1.2.4 Receive customer orders using EDI. Yes
ContractMaintenance
Multiple product pricing options based upon date of order,date of make, date of ship, and date of delivery (all dates are
plus or minus a given number of days).
Set up pricing tables ( Sales > Pricing ) Pricing EngineCustomization
Contract
Maintenance
Price fluid milk from multiple point of sale options (point of
contract, point of order, point of delivery).
Set up pricing tables ( Sales > Pricing ) Pricing Engine
CustomizationContractMaintenance
Support for additional pricing premiums (moisture content,grade, etc.).
Datalogix - Sales > ChargeClass
Set up additional codes and include as ancillary charges to asales order ( Sales > Charge Class ). Pricing EngineCustomization
ContractMaintenance
Base moisture premium calculation on brackets or the USDAformula.
ContractMaintenance
Choose 1 of 2 moisture premium pricing methods per deal per customer.
Datalogix - Sale > ChargeClass
Set up additional codes and include as ancillary charges to asales order( Sales > Charge Class ).
ContractMaintenance
Define/update customer specific invoicing requirements bycontract.
Datalogix - Sales Order Processing
Set up as part of the customer master. Custom WorkaroundRequired
ContractMaintenance
Change prices by product and price list and automaticallyupdate the corresponding contracts.
ContractMaintenance
Assign promotional allowances, built-in finance charges, andother costs related to international marketing efforts to the
product price list.
Datalogix - Sales > ChargeClass
Set up additional codes and include as ancillary charges to asales order( Sales > Charge Class ).
ContractMaintenance
Identify and list international marketing related costs,individually or as a combined amount, apart from thedomestic product price.
Datalogix - Sales > ChargeClass
Set up additional codes and include as ancillary charges to asales order( Sales > Charge Class ).
ContractMaintenance
Maintain foreign country requirements for invoicing and billof lading.
Datalogix - Customer Master & Sales > SalesOrder > Edit > AdditionalInformation
Customer Master set up & Sales Order ( Edit > Additionalinformation ).
Contract
Maintenance
Datalogix - Costing > Cost
DetailContractMaintenance
Volume discounts for "even days" deliveries (based upon thesmallest daily volume received for the week).
ContractMaintenance
Gross margin/product profitability analysis by product and bycustomer.
Using Data Browser query Sales Price ( Sales > Order Entry )and / or product cost ( Costing ) and manipulate data asdesired.
ContractMaintenance
Calculate customer rebates based on volume of sales for alltheir branches and cut checks for these rebates.
Using Data Browser query Sales History for a particular customer ( Shipments ) manipulate data as desired and issue acredit memo.
ContractMaintenance
Contract
Maintenance
Support maintenance of 150 contracts and 1000
deals/schedules.
Datalogix - Sales > Sales
Order
Contracts can be setup as Sales Order. GEMMS allows
unlimited sales orders. Limited by system hardware capacity.Custom Workaround Required
Support sales to customers in multiple customer masters(customer, member, non-member, employee).
Datalogix - Sales Order Processing
Customer Master is set up in Oracle and is the same for allusers in the system. Customers, members, non - member, andemployees are set up as customer. Customer class / customer trade class.
Datalogix - Sales Order Processing
Oracle will support unlimited customers. Limited by disk space availability.
Other application will be designated to fill . Clarificationneeded on requirement. ( API )
Other application will be designated to fill. ( API )STERLING.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 3/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 3
Sales & Distribution Sales Order 1.2.5 On-line order entry, maintenance, and inquiry capabilities.
Sales & Distribution Sales Order 1.2.6
Sales & Distribution Sales Order 1.2.7
Sales & Distribution Sales Order 1.2.8 On-line access to a common product file for all regions.
Sales & Distribution Sales Order 1.2.9 Support 11,000 products. Unlimited based on hardware limitations.
Sales & Distribution Sales Order 1.2.10
Sales & Distribution Sales Order 1.2.11 Support order entry in U.S. and metric volumes. Items can be in various units of measure ( UOM ).
Sales & Distribution Sales Order 1.2.12
Sales & Distribution Sales Order 1.2.13
Sales & Distribution Sales Order 1.2.14
Sales & Distribution Sales Order 1.2.15 Apply user defined charges by product and customer.
Sales & Distribution Sales Order 1.2.16
Sales & Distribution Sales Order 1.2.17 Support entry of 4800 sales orders a month. GEMMS allows for unlimited capabilities.
Sales & Distribution Sales Order 1.2.18
Sales & Distribution Sales Order 1.2.19
Sales & Distribution Sales Order 1.2.20
Sales & Distribution Sales Order 1.2.21 Commit inventory at the time of order creation.
Sales & Distribution Sales Order 1.2.22 Immediate on-line visibility to new orders. GEMMS allow for on line visibility of open orders.
Sales & Distribution Sales Order 1.2.23 Yes
Datalogix - Sales> SalesOrder
GEMMS strength. Sales Order Entry allows online visibilityafter the order is saved.
Automated validation of customer account number to preventorder creation for customers on credit hold.
Datalogix - Sales Order Processing
GEMMS provided, will not allow processing of sales order if customer has a credit hold ( Customer Master Credit Limit
and Sales > Order Hold Mnt ).Ability to override credit holds on customer orders with
proper authorization.Datalogix - Sales Order Processing
GEMMS provided through security management allowingsomeone to override HOLD (Customer Master Credit Limitand Sales > Order Hold Mnt).
Datalogix - Inventory >Items
Products are viewed as ITEMS and GEMMS supports oncommon Item Master.
Datalogix -Inventory >Items
Provide a list of the items a customer usually orders to speedup the data entry process (order history).
Datalogix - Sales > SalesOrder > Edit > Line Items
Items can be customer specific and can be identified bycustomer generic products.
Datalogix - Inventory >Units of Measure
Support order quantities in tanker loads (when exact weight isunknown at time of order), gallons, and pounds.
Datalogix - Inventory / DualUnit of Measure
Order can call for a given quantity and a different quantitycan be shipped. i.e. when shipping a tank wagon and youdon't know the quantity being shipped until the tanker isweighed.
Track and report quantities using multiple units of measure(gallons, pounds, etc.) throughout the entire manufacturing
process. Support conversion between these units.
Datalogix - Inventory / DualUnit of Measure
Items can have various units of measure and GEMMSsupports conversions which are item specific. i.e. convertfrom gallons to pounds, using units of measure conversion aswell as convert gallons to liters.
Allow entry of product age and requested moisture contentwhen entering an order.
Datalogix - Sales > SalesOrder & Quality
System allows for visibility of test results for determining if inventory meets customer requirements.
Datalogix - Sales > Sales
Order
Ancillary charges can be allocated to an order. Pre - defined
codes.Support 8 digit customer numbers and 10 digit productnumbers.
Datalogix - Customer &Item Master
Customer number can be up to 32 characters long, same for item number.
Datalogix - Sales > SalesOrder
On-line access to customer data including customer salesterms (contract, commitment levels, or spot orders), A/R,sales history, and credit.
Datalogix - Sales Order Processing
Information is part of the customer master. Access available based on security.
On-line access to manufacture information (date, vat, etc.) by product, region, plant, or warehouse.
Datalogix - Production >Batch
Access to inventory based on security. Set up by region,warehouse, item. Date, vat, etc. can be incorporated into thedate code.
On-line access to inventory status (scheduled, on-order, on-
hand, committed, available, analytical test, etc.).
Datalogix - Inventory >
Item Inquiry
Inventory Summary allows visibility of items in inventory to
include quantity ( on hand, available ), status & locations aswell as committed and pending production.
Datalogix - Sales > SalesOrder
GEMMS supports item allocation both manually andautomatically.
Datalogix - Sales > SalesOrder
Automated calculation of order cancellation penalties basedupon the proximity of the cancellation date to the requestedshipment date.
Possible work around by setting up a query in Data Browser which will list Order Canceled, Date Order Requested Dateand the data can be manipulated to calculate the penalty,however it will not be done automatically.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 4/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 4
Sales & Distribution Sales Order 1.2.24 Yes
Sales & Distribution Sales Order 1.2.25 Yes
Sales & Distribution Sales Order 1.2.26
Sales & Distribution Sales Order 1.2.27 On-line visibility to sales by marketing area.
Sales & Distribution Sales Order 1.2.28
Sales & Distribution Sales Order 1.2.29
Sales & Distribution Sales Order 1.2.30
Sales & Distribution Sales Order 1.2.31 Retain 2 years of on-line order data history. Limited by system storage capability and archiving policies.
Sales & Distribution Sales Order 1.2.32
Sales & Distribution Sales Order 1.2.33 Automated feed of orders to production scheduling.
Sales & Distribution 1.3.1
Sales & Distribution 1.3.2
Sales & Distribution 1.3.3 See 1.2.6.
Sales & Distribution 1.3.4 Automated truck load pick list sequencing. Yes Oracle Data Browser
Sales & Distribution 1.3.5 Automated dock/truck load sequencing. Yes Oracle Data Browser
Sales & Distribution 1.3.6 On-line entry of items and volumes actually picked.
Sales & Distribution 1.3.7
Sales & Distribution 1.3.8 Automated freight costing. Yes Other application will be designated to fill .
Sales & Distribution 1.3.9 Yes Other application will be designated to fill .
Sales & Distribution 1.3.10 Test results for established items visible in Quality Module.
Automated notification to sales personnel of customers whohave placed orders larger than their regular orders.
Possible work around by setting up a query in Data Browser which will list history and flagged those orders which exceedestablished parameters.
Automated notification to sales personnel of customers who
have not yet placed their regular orders.
Possible work around by setting up a query in Data Browser
which will list history and flagged those orders which exceedestablished parameters.
Sales force performance tracking including sales volumes andcommissions earned.
Datalogix - Sales > SalesRep, Sales > CommissionCodes & Oracle DataBrowser
Set up Sales Rep. and Sales Rep Commission and querythrough Data Browser the necessary information to theestablished parameters.
Datalogix - Sales & OracleData Browser
Sales History Detail Report & query through Data Browser the necessary information to the established parameters.
Sales statistics and financial forecasting including sales trendinformation, visibility to 5 weeks of sales (4 previous and 1
projected), and a rolling 12 month summary.
Datalogix - Sales & OracleData Browser
Sales History Detail Report & query through Data Browser the necessary information to the established parameters.
On-line access to customer profitability based upon
production costs or market value.
Datalogix - Sales, Costing
& Oracle Data Browser
Query through Data Browser the necessary information to the
established parameters. Export to other spreadsheetapplications.
On-line access to estimates of sales by customer and type of product.
Datalogix - Sales & OracleData Browser
Sales History Detail Report. Query through Data Browser thenecessary information to the established parameters. Item
pricing / costing and calculate margins. Export to other spreadsheet applications.
Perform multiple tasks concurrently on a single workstationwithout the loss of previously entered work.
Can open various screens and close accordingly. Toggle? anduse of hot keys.
Datalogix - Sales > SalesOrder or Production >
Batch
In the event of lack of inventory a Batch can be enter, etc.Release Batch / MPS / MRP.
Order Fulfillment
Calculate order fulfillment dates based upon lead times fromthe bill of materials and production scheduling systems.
Datalogix - MRP > P/MRPRun
MRP can recommend a start date for the batch or recommendan availability date for the production.
Order Fulfillment
Automated pick list generation based upon information fromthe order entry and route scheduling systems.
Datalogix - Inventory >Warehouse Rules > Report> Trial Pick List
Pick list is generated based on the shipping screen by shipdate / order / customer.
Order Fulfillment
Automated order hold (credit holds, etc.) processing which prevents pick list generation.
Datalogix - Sales Order Processing & Datalogix -Sales > Sales Order
Order Fulfillment
No, however, can report orders to be shipped by customer,order, zip code.
Order
Fulfillment
No, however, can report orders to be shipped by customer,
order, zip code.Order Fulfillment
Datalogix - Sales >Shipping
GEMMS allows for entry of the quantity shipped in theshipping screen.
Order Fulfillment
Real-time maintenance to inventory balances based uponorder selection.
Datalogix - Sales >Shipping > Action >Release Shipment
Items can be allocated at order entry and the inventoryallocated will be decremented during shipment release.
Order Fulfillment
Order Fulfillment
Allow for multiple manifest and bill of lading formats basedupon customer requirements.
Order Fulfillment
Visibility to raw milk and finished goods test results andspecifications.
Datalogix - Quality > Cust /Vendor Results
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 5/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 5
Sales & Distribution 1.3.11 Where to and where from lot / sub - lot traceability.
Sales & Distribution 1.3.12 Automated back order processing.
Sales & Distribution 1.3.13 Retain history data for carrier, route, and rate. Yes Other application will be designated to fill .
Sales & Distribution 1.3.14 Oracle Data Browser Export to other applications.
Sales & Distribution Invoicing 1.4.1 EDI invoicing to *** Client Name *** customers. Yes
Sales & Distribution Invoicing 1.4.2 Invoice internal customers (support all payroll deductions). Yes Handled through Oracle Invoicing.
Sales & Distribution Invoicing 1.4.3 Oracles Receivables
Sales & Distribution Invoicing 1.4.4 Oracles Receivables
Sales & Distribution Invoicing 1.4.5 Oracles Receivables
Sales & Distribution Invoicing 1.4.6 Consolidate invoices to the parent company. Oracles Receivables
Sales & Distribution Invoicing 1.4.7 Oracle Receivables
Sales & Distribution Invoicing 1.4.8 Automated pricing calculations.
Sales & Distribution Invoicing 1.4.9 Ability to override price list with proper authorization.
Sales & Distribution Invoicing 1.4.10
Sales & Distribution Invoicing 1.4.11 Automated application of volume discounts. Volume discounts are calculated in GEMMS.
Sales & Distribution Invoicing 1.4.12
Sales & Distribution Invoicing 1.4.13 Ability to re - bill an order to another customer. Oracle Receivables
Sales & Distribution Invoicing 1.4.14 Generate invoices and purchase vouchers on demand. Oracle Receivables Invoices are generated on demand.
Sales & Distribution Invoicing 1.4.15 Oracle Receivables
Sales & Distribution Invoicing 1.4.16 Yes
Order Fulfillment
Track raw materials, finished products, and their associationwith shipping documents to support recall.
Datalogix - Quality >Production Results
Order Fulfillment
Datalogix - Customer Master & Sales > Shipping
>Shipping Line Selection>Line Detail
If insufficient inventory is available to ship against an order the shipping screen prompts if you want to backorder.
Order Fulfillment
Order Fulfillment
File transfer capability which creates a file for export to PCspreadsheet and word processing packages.
As stated in the RFP response, Oracle has establishedstrategic alliance partnerships with a number of firms whichhave developed EDI ( STERLING ) interfaces. ( API ).
Interface must be developedwith Payroll system
On-line invoice review and maintenance with the ability toreprint the invoice if necessary.
Oracle Receivables provides numerous ways to query aninvoice for viewing, maintenance or reprint.
Allow multiple invoices for a single order (blanket ordersover extended time period).
Oracle Receivables provides capability to generate recurringinvoices.
Allow multiple shipments to the same customer over a periodof time to be combined on a single invoice.
Oracle Receivables provides the ability to generate customer statements reflecting invoice activity for the same time periodonto one statement.
Oracle Receivables allows for unlimited customer relationships to be established.
Allow multiple shipping addresses on a single invoice(consolidate shipments from multiple plants).
The software allows multiple shipments to be invoiced on asingle invoice.
Datalogix - Costing > CostRoll Up This is calculated in GEMMS and exported to OracleReceivables.
Datalogix - OracleReceivables & Sales > SalesOrder
GEMMS exports invoice pricing to Oracle Receivables.Oracle Receivables will allow overriding pricing that isimported.
Track daily shipment volumes for the week and calculateweekly volume discount based upon the lowest day's volume.
Datalogix - OraclesReceivables Sales > SalesHistory Detail Report
Data required for this requirement is available in either GEMMS or Oracle Receivables. A custom report would needto be developed to provide the appropriate information.
Datalogix - Sales Order Processing
Track special customer billing instructions such as those for diverted milk.
Oracle Receivables &Datalogix - Sales > Sales
Order
GEMMS and Oracle Receivables allow for Unlimited textand special notes as applied to customers, orders, and
invoices.The original invoice would have to be adjusted and a newinvoice generated.
Allow customization of invoice format and contents todisplay product test results and specifications.
The Oracle receivables invoice print file can me modified toaccommodate desired format and content.
Prevent invoice generation and provide notification if market price has varied more than x% between the date the order was priced and the invoice generation date, and the order was
priced more than y days ago. x and y should be in set uptables.
Oracle Alert can be used to trigger notification of exceptions.However, a custom pricing engine must be developed toaccommodate pricing changes and activity.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 6/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 6
Sales & Distribution Invoicing 1.4.17 Ability to override invoice holds with proper authorization. Oracle Receivables
Sales & Distribution Invoicing 1.4.18 Adjustment invoices for product grading adjustments. Oracle Receivables
Sales & Distribution Invoicing 1.4.19 Automated check requests for customer rebate accruals. Oracle Alert
Sales & Distribution Invoicing 1.4.20 Oracle
Sales & Distribution Invoicing 1.4.21 Oracle Receivables
Sales & Distribution Invoicing 1.4.22 Oracle Receivables
Sales & Distribution Invoicing 1.4.23 Yes
2.1.1 Yes
2.1.2 Maintain hauler data. Yes
2.1.3 Yes
2.1.4 On-line visibility to order destination information. Yes
2.1.5 Ability to reroute haulers. Yes
2.1.6 Yes
The system allows for various levels and types of invoiceholds.
Oracle Receivables allows the user to separately adjustdifferent aspects of an invoice.
Oracle Alert can be used to update Oracle Payables based ona user defined event.
Process 7000 invoices (each invoice has approximately 25line items) per month.
This is limited by the size of the database and the capacity of the disk space available to the application.
Automated journal entry for invoice sales including pounds,customer number, state, and invoice number.
Oracle Receivables is tightly integrated with Oracle GeneralLedger, allowing the transfer of financial and statisticalinformation.
Credit memo functionality and automated journal entry for credit memos.
Oracle Receivables allows application of credit memos andon-account credits to open invoices, debit memos andchargebacks. This activity is transferred to the OracleGeneral Ledger.
Trend analysis for this year’s and last year’s monthly
customer sales activity.
Oracle Receivables and
GEMMS
Information required for the generation of trend analysis
reporting is available from GEMMS and/or OracleReceivables. Custom reporting will have to be developed to
provide this information.Raw Milk Accountability
RouteScheduling
Maintain plants, producers, pick-up/delivery points, andcustomer sites.
Manugistics - Routing &Scheduling
Requirement may be fulfilled by Manugistics - Routing &Scheduling which handles transportation planning. Matchestransportation resources such as private fleet to transportationrequirements to include inbound and outbound shipments.See Appendix B.
Raw Milk Accountability
RouteScheduling
Manugistics - Routing &Scheduling
Requirement may be fulfilled by Manugistics - Routing &Scheduling which handles transportation planning. Matchestransportation resources such as private fleet to transportationrequirements to include inbound and outbound shipments.See Appendix B.
Raw Milk Accountability
RouteScheduling
On-line visibility and maintenance to freight information andrates.
Manugistics - Routing &Scheduling
Requirement may be fulfilled by Manugistics - Routing &Scheduling which handles transportation planning. Matchestransportation resources such as private fleet to transportationrequirements to include inbound and outbound shipments.See Appendix B.
Raw Milk Accountability
RouteScheduling
Manugistics - Routing &Scheduling
Requirement may be fulfilled by Manugistics - Routing &Scheduling which handles transportation planning. Matchestransportation resources such as private fleet to transportationrequirements to include inbound and outbound shipments.See Appendix B.
Raw Milk Accountability
RouteScheduling
Manugistics - Routing &Scheduling
Requirement may be fulfilled by Manugistics - Routing &Scheduling which handles transportation planning. Matchestransportation resources such as private fleet to transportationrequirements to include inbound and outbound shipments.See Appendix B.
Raw Milk Accountability
RouteScheduling
Automated load scheduling and route optimization (based on producer volumes and plant locations) for pickup anddelivery of finished goods, raw milk, and outbound fluids to
plants and customers (handlers) for a zone, plant, division, or region.
Manugistics - Routing &Scheduling
Requirement may be fulfilled by Manugistics - Routing &Scheduling which handles transportation planning. Matchestransportation resources such as private fleet to transportationrequirements to include inbound and outbound shipments.See Appendix B.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 7/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 7
2.1.7
2.1.8 Track freight charges and freight movement costs.
2.1.9 Automated backhaul scheduling. Yes
2.1.10 See section 1.2.6.
2.1.11 Yes Requirement need to be handled by another application.
2.1.12
2.1.13 Yes Requirement needs to be handled by another application.
2.2.1 Yes
2.2.2 Yes
2.2.3 Yes
2.2.4 Yes
2.2.5 Automated warning when a producer is not qualified. Yes
2.2.6
2.2.7 Yes
2.2.8 Track Producer Settlement Fund (PSF) deposits and draws. Yes
Internal Pooling 2.3.1 Yes
Internal Pooling 2.3.2 Yes
Raw Milk Accountability
RouteScheduling
Track buying and selling of milk from/to other regions andcoops.
Datalogix - Purchasing &Datalogix - Sales Order Processing
Set up vendors and customer through the use of Purchasing &Sales Order, buying & selling can be tracked via use of DataBrowser reports.
Raw Milk
Accountability
Route
Scheduling
Datalogix - Purchasing >
Purchase Order Entry &Sales > Sales Order
Purchase Order acquisition costs can be tracked. Sales Order
ancillary costs can tracked.
Raw Milk Accountability
RouteScheduling
Manugistics - Routing &Scheduling
Requirement may be fulfilled by Manugistics - Routing &Scheduling which handles transportation planning. Matchestransportation resources such as private fleet to transportationrequirements to include inbound and outbound shipments.See attachment I.
Raw Milk Accountability
RouteScheduling
Automated order hold processing based upon customer creditstatus.
Datalogix - Sales Order Processing
Raw Milk Accountability
RouteScheduling
Automated warnings when supply or demand varies by adefined percentage or fixed amount.
Raw Milk
Accountability
Route
Scheduling
Flexible presentation format (such as calendar view) for
scheduling, load assignment (assigned/unassigned loads), andorder fulfillment (filled/unfilled orders).
Datalogix - Sales > Sales
Order & MPS
As orders are entered ( SALES ) visibility exists through
MPS ( Master Production Schedule ), Sales History, SalesOpen Orders & Back Orders
Raw Milk Accountability
RouteScheduling
Hauling cost analysis comparing internal rates to hauler rates.
Raw Milk Accountability
Federal Order Pooling
Federal Order tracking and maintenance including pooling of milk, reclassification of milk, and diverting milk.
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Federal Order Pooling.
Raw Milk Accountability
Federal Order Pooling
Cost-benefit analysis of hauling milk further to associate itwith a higher order price.
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Federal Order Pooling.
Raw Milk Accountability
Federal Order Pooling
Optimize the diverting of milk to maximize *** Client Name*** total milk value.
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Federal Order Pooling.
Raw Milk Accountability
Federal Order Pooling
Ability to edit automatic pooling when a producer is qualifiedunder two orders.
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Federal Order Pooling.
Raw Milk Accountability
Federal Order Pooling
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Federal Order Pooling.
Raw Milk Accountability
Federal Order Pooling
On-line access to daily receipt and disposition information for use in preparation of Federal Order documentation.
Datalogix - Purchasing >Purchase Order Entry &Receipts
Set up members as suppliers ( vendors ) and thru receiptsquery information. CUSTOMIZATION PROJECT - RawMilk Accountability - Federal Order Pooling.
Raw Milk
Accountability
Federal Order
Pooling
Generate Federal Order reports including FMMA pool
statement, milk not pooled, milk pooled, pounds summary,and Federal Order pricing worksheets.
Requirement needs to be handled by another application.
CUSTOMIZATION PROJECT - Raw Milk Accountability -Federal Order Pooling.
Raw Milk Accountability
Federal Order Pooling
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Federal Order Pooling.
Raw Milk Accountability
Automated summarization of Federal Order settlementinformation, producer volumes, plant receipts, and operatingexpenses for use in calculation of producer pay price.
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Internal Pooling.
Raw Milk Accountability
On-line producer pay price maintenance and reportingincluding creation of location differentials and zone prices.
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Internal Pooling.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 8/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 8
2.4.1 On-line entry of manifest information by hauler. Yes
2.4.2 On-line visibility to route information for the hauler. Yes
2.4.3 Yes
2.4.4 Yes
2.4.5 Yes
2.4.6 Yes
Hauler Payroll 2.5.1 Yes
Hauler Payroll 2.5.2 Calculate and track hauler subsidies and premiums. Yes
Hauler Payroll 2.5.3 Yes
Hauler Payroll 2.5.4 Automated price-by-load capability. Yes
Hauler Payroll 2.5.5 Yes
Hauler Payroll 2.5.6 Automatic application of mandatory assessments. Yes
Hauler Payroll 2.5.7 Forecasting capability. Yes
Hauler Payroll 2.5.8 Automated generation of hauler payroll checks. Yes
Hauler Payroll 2.5.9 Generate advance checks on demand. Yes
Hauler Payroll 2.5.10 Enter manual checks. Yes
Hauler Payroll 2.5.11 Automated 1099 generation. Yes
Raw Milk Accountability
Milk Pick-up(Manifest)
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Fluid Milk Marketing.
Raw Milk
Accountability
Milk Pick-up
(Manifest)
Requirement needs to be handled by another application.
CUSTOMIZATION PROJECT - Raw Milk Accountability -Fluid Milk Marketing.
Raw Milk Accountability
Milk Pick-up(Manifest)
Track load level (plant, load, and transport information) and pick-up level (producer and raw milk information) manifestdata.
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Fluid Milk Marketing.
Raw Milk Accountability
Milk Pick-up(Manifest)
On-line visibility to load shrinkage (actual load weight versuscumulative pick up weights).
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Fluid Milk Marketing.
Raw Milk Accountability
Milk Pick-up(Manifest)
Split a farm pick-up based upon a percentage of the load or afixed volume in pounds.
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Fluid Milk Marketing.
Raw Milk
Accountability
Milk Pick-up
(Manifest)
Electronic transfer of hauler manifest information to handler
system (for *** Client Name *** handlers) or to *** Client Name *** system (for other handlers).
Requirement needs to be handled by another application.
CUSTOMIZATION PROJECT - Raw Milk Accountability -Fluid Milk Marketing.
Raw Milk Accountability
On-line maintenance of hauler information (hauler number,name, assignments, dues, insurance, supplies).
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Hauler Payroll.
Raw Milk Accountability
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Hauler Payroll.
Raw Milk Accountability
Calculate hauler payroll based upon the weight of the load,mileage, number of stops, primary plant, alternate plant,supply sales, and producer deductions.
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Hauler Payroll.
Raw Milk Accountability
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Hauler Payroll.
Raw Milk Accountability
Calculate and track hauler assignments (assignments may becalculated both before and after deductions).
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Hauler Payroll.
Raw Milk Accountability
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Hauler Payroll.
Raw Milk Accountability
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Hauler Payroll.
Raw Milk Accountability Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Hauler Payroll.
Raw Milk Accountability
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Hauler Payroll.
Raw Milk Accountability
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Hauler Payroll.
Raw Milk Accountability
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Hauler Payroll.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 9/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 9
Hauler Payroll 2.5.12 Automated general ledger entries from hauler payroll. Yes
Hauler Payroll 2.5.13 Analyze trends using the weight audit report. Yes
Producer Payroll 2.6.1 Track 3.5% butterfat price (established monthly).
Producer Payroll 2.6.2 Yes
Producer Payroll 2.6.3 Track farm by tank. Yes
Producer Payroll 2.6.4
Producer Payroll 2 .6.5 Track collection of premiums from producers. Yes
Producer Payroll 2.6.6 Track freight charges and freight movement costs.
Producer Payroll 2.6.7 Ability to exempt producers from hauling charges.
Producer Payroll 2.6.8 Track milk procurement fees and milk producer security fees.
Producer Payroll 2.6.9 Track antibiotic and compressor failure milk payments.
Producer Payroll 2.6.10 Yes
Producer Payroll 2.6.11 On-line access to hauling deductions from producer checks. Yes
Producer Payroll 2.6.12 Yes
Raw Milk Accountability
Requirement needs to be handled by another application.CUSTOMIZATION PROJECT - Raw Milk Accountability -Hauler Payroll.
Raw Milk
Accountability
Requirement needs to be handled by another application.
CUSTOMIZATION PROJECT - Raw Milk Accountability -Hauler Payroll.
Raw Milk Accountability
Datalogix - Inventory >Items & Costing > CostDetail
Set up item, enter price as needed, query entries for historicalinformation. Third party software available which meetssome of these requirements. See Appendix B.
Raw Milk Accountability
Track and maintain grade “A” health permits information(pooling will be done by this data).
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk Accountability
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk
Accountability
Track member weights and tests received from non-***
Client Name *** haulers/handlers.
Datalogix - Purchasing >
Receipts & Quality > Cust /Vendor Results
Tracked as receipts against a supplier. Test results are also
tracked. Third party software available which meets some of these requirements. See Appendix B.
Raw Milk Accountability
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk Accountability
Datalogix - Purchasing >Purchase Order Entry
Acquisition costs can be tracked by Purchasing. Third partysoftware available which meets some of these requirements.See Appendix B.
Raw Milk Accountability
Datalogix - Purchasing >Purchase Order Entry
Acquisition costs can be tracked by Purchasing. Third partysoftware available which meets some of these requirements.See Appendix B.
Raw Milk Accountability
Datalogix - Purchasing >Purchase Order Entry
Acquisition costs can be tracked by Purchasing. Third partysoftware available which meets some of these requirements.See Appendix B.
Raw Milk Accountability
Datalogix - Purchasing >Purchase Order Entry
Acquisition costs can be tracked by Purchasing. Third partysoftware available which meets some of these requirements.See Appendix B.
Raw Milk Accountability
Track check deductions and assignments (assignments may be calculated both before and after deductions).
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk Accountability
Requirement needs to be handled by another application.Third party software available which meets some of these
requirements. See Appendix B.
Raw Milk Accountability
Producer payroll adjustment capability. Retain a history of alladjustments.
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 10/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 10
Producer Payroll 2.6.13 Yes
Producer Payroll 2.6.14 Yes
Producer Payroll 2.6.15 Yes
Producer Payroll 2.6.16 Yes
Producer Payroll 2.6.17 Yes
Producer Payroll 2.6.18 Forecasting capability. Yes
Producer Payroll 2.6.19 Yes
Producer Payroll 2.6.20 Yes
Producer Payroll2.6.21 Automated generation of milk patron statistical report. Yes
Producer Payroll 2.6.22 Yes
Raw Milk Accountability
Support various producer pricing algorithms (component, 3.5 butter fat, cheese yield).
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk Accountability
Calculate assignments from producer and hauler payroll byfixed dollar, percentage, or per cwt.
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk Accountability
Support split farms and partnerships (handle splits basedupon percentages, fixed pounds and fixed dollar amounts).
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk
Accountability
Automated grade and premium calculations (discretionary
and quality) which support multiple levels of incentives.
Requirement needs to be handled by another application.
Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk Accountability
Ability to pay producers different grade prices based upon theday (pick-up and delivery).
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk Accountability
History can be queried and imported to spreadsheet such asLOTUS and linear regression analysis can be done toforecast. Third party software available which meets some of these requirements. See Appendix B.
Raw Milk Accountability
Automated generation of form letters and mailing labels fromcustomer, member, hauler and vendor master lists (includingcreation of USPS bar codes).
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk Accountability
Automated generation and distribution of producer andfieldman quality report.
Passed / failed parameters can be incorporated in the QualityModule and queried or reported against them. Third partysoftware available which meets some of these requirements.See Appendix B.
Raw Milk Accountability
Data can be queried and exported to other applications for analysis. Third party software available which meets some of these requirements. See Appendix B.
Raw Milk Accountability
Automated generation of milk receipt statistical summary andreport on premiums by state and in summary form.
Data can be queried and exported to other applications for analysis. Third party software available which meets some of these requirements. See Appendix B.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 11/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 11
Producer Payroll 2.6.23 Yes
Producer Payroll 2.6.24 Automated 1099 generation. Yes
Producer Payroll 2.6.25 Support multiple payrolls. Yes
Producer Payroll 2.6.26 Automated generation of producer payroll checks. Yes
Producer Payroll 2.6.27 Enter manual checks. Yes
Producer Payroll 2.6.28 Automated application of mandatory assessments. Yes
Producer Payroll 2.6.29 Yes
Producer Payroll 2.6.30 Yes
Manufacturing 3.1.1
Manufacturing 3.1.2 Access to production trend information.
Manufacturing 3.1.3
Raw Milk Accountability
Automated generation of producer cost comparison and producer count comparison.
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk Accountability
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk Accountability
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk
Accountability
Requirement needs to be handled by another application.
Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk Accountability
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk Accountability
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk Accountability
Ability to split payroll deductions between two or moremembers or producers.
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
Raw Milk Accountability
Automated generation of checks for assignments out of payroll.
Requirement needs to be handled by another application.Third party software available which meets some of theserequirements. See Appendix B.
Supply Volume
Estimating
Track and maintain fluid milk budget (pounds of producer
raw milk by producer/month, pounds of raw milk from other sources by source/month, pounds of raw milk sold to other handlers by handler/month) at region, division, anddepartment levels.
Datalogix - Vendor &
Customer Master,Purchasing > Receipts
Proper set up of Vendors, Customers and through using
Purchasing and Sales Order this requirement can be queriedand / or reported.
Supply VolumeEstimating
Datalogix - Production >Batch
Through the implementation of the production module, production history can be queried and exported to another application for data analysis,
Supply VolumeEstimating
Projections of total milk production based upon manifestinformation.
Datalogix - Vendor &Customer Master,Purchasing > Receipts
Through the implementation of purchasing module, receiptscan be queried and exported to another application for dataanalysis.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 12/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 12
Manufacturing Plant Schedule 3.2.1 Datalogix - Formula This requirement handled by Formula management.
Manufacturing Plant Schedule 3.2.2 Datalogix - MPS This requirement handled by MPS.
Manufacturing Plant Schedule 3.2.3 Ability to reassign product number. GEMMS allows for items to be active / inactive.
Manufacturing Plant Schedule 3.2.4 Yes Datalogix - MRP & MPS This requirement handled by the MRP / MPS modules.
Manufacturing 3.3.1 Yes
Manufacturing 3.3.2 Batch information tracks expected usage versus actual.
Manufacturing 3.3.3 Reported in the batch information.
Manufacturing 3.3.4 This data is tracked in the batch information.
Manufacturing 3.3.5 This information is tracked through the costing module.
Manufacturing 3.3.6 Accommodate several cost drivers within each product.
Manufacturing 3.3.7 This information is handled in the costing module.
Manufacturing 3.3.8 This information is handled in the costing module.
Manufacturing 3.3.9
Manufacturing 3.3.10
Manufacturing 3.3.11 Yes
Manufacturing 3.3.12 Track and report monthly operating trends. Yes
Manufacturing 3.3.13 Yes GEMMS allows for manual updating only.
Manufacturing 3.3.14 Data can be exported to another applications.
Manufacturing Recall 3.4.1
Manufacturing Recall 3.4.2
On-line bill of materials data entry, maintenance (productnumbers, descriptions, formulations, theoretical yields, yieldgoals, etc.) and inquiry.
Automated production scheduling based upon information
from the order entry and inventory systems.Datalogix > Inventory >Items
Supply and demand side production and product mixture planning capabilities at the region, division, and plant level.
ProductionAccounting
Automate input of production results from shop floor processcontrol equipment.
Need interface in order to have automatic entry of the shopfloor process control equipment data into batch reporting.
ProductionAccounting
Track key production throughput and yield by vat, product,and lot.
Datalogix - Production >Batch Input & Batch Output
ProductionAccounting
Track intake rate (milk volume or usage) in pounds (poundsto production).
Datalogix - Production >Batch Input
ProductionAccounting
Track and report efficiency indicators by product (actualyields, milk to cheese) and efficiency indicators by operation.
Datalogix - Production >Batch Output
ProductionAccounting
Track product cost data (fixed, variable, standard costs) basedon bill of materials and cost models by product or operationwith the ability to override individual cost components.
Datalogix - Costing > CostRollup
ProductionAccounting
Datalogix - Formula &Costing > Cost Rollup
This information is handled in the costing module usingrouting in formulae.
ProductionAccounting
Allocate costs (production, non-production, controllable, non-controllable) by product and operation.
Datalogix - Costing > CostRollup
ProductionAccounting Estimate costs of new products based upon costs existing products. Datalogix - Costing > CostRollup
ProductionAccounting
Track emissions and hazardous material information (such asspill information) to ensure compliance with federal (EPAand OSHA) and state ordinances.
Datalogix - Inventory >Items
By establishing some intelligence in the item master,reportable items can be tracked.
ProductionAccounting
Allow flexible selection (period, product, locations, etc.),sorting, grouping, and summarizing (Total Costs Per Pound,Profit/Loss Per Pound, Total Profit/Loss) of productionaccounting data for reports.
Datalogix - Formula &Costing > Cost Rollup
Costing Module will provide product costing to include rawmaterial costs, fixed and variable overhead, and other associated costs, however Profit / Loss analysis need be donevia another application.
ProductionAccounting
Support graphical representation or production accountingdata.
Data can be exported to another applications for graphical presentation.
Production
Accounting
Data can be exported to another applications for graphical
presentation.ProductionAccounting
Automated update of deal/price lists when product number changes.
ProductionAccounting
File transfer capability which creates a file for export to PCspreadsheet and word processing packages.
Associate inventory (vendor, product, lot) with resultingfinished products (product and vat or lot) to support productrecall.
Datalogix - Formula >Ingredient Use & Inventory> Lot / Sub Lot
Where from and where to analysis available. Need to set uplot / sub - lot control.
Ability to initiate recall process via multiple process/materialusage entry points.
Datalogix - Formula >Ingredient Use & Inventory> Lot / Sub Lot
Where from and where to analysis available. Need to set uplot / sub - lot control.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 13/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 13
Manufacturing Recall 3.4.3 Execute recall process within one hour. Limited by the amount of data that must be searched.
Manufacturing Inventory 3.5.1
Manufacturing Inventory 3.5.2 Set up of the Inventory Module will allow for this.
Manufacturing Inventory 3.5.3 Inventory classification (ABC). Inventory > Item Inquiry
Manufacturing Inventory 3.5.4 Product reclassification for aged products. Lot status allows for the reclassification of inventory.
Manufacturing Inventory 3.5.5
Manufacturing Inventory 3.5.6 Bar code capabilities for receiving and tracking inventory. Yes Requires another application. See attachment II.
Manufacturing Inventory 3.5.7 Yes
Manufacturing Inventory 3.5.8
Manufacturing Inventory 3.5.9 Track inventory stored at non-*** Client Name *** locations.
Manufacturing Inventory 3.5.10 Track inventory location to bin within warehouse.
Manufacturing Inventory 3.5.11
Manufacturing Inventory 3.5.12
Manufacturing Inventory 3.5.13
Manufacturing Inventory 3.5.14 Deplete inventory on a First In First Out (FIFO) basis.
Manufacturing Inventory 3.5.15
Manufacturing Inventory 3.5.16
Manufacturing Inventory 3.5.17 Automated reconciliation of inventory to sales orders.
Manufacturing Inventory 3.5.18
Datalogix - Formula >Ingredient Use & Inventory> Lot / Sub Lot
Single system for tracking raw milk, supplies, raw materials,
supply sales, and finished goods inventory.
Datalogix - Purchasing,
Inventory & Oracle -Customer & Vendor Master
Set up of the respective modules ( Purchasing & Inventory )
and Masters ( Vendors & Customers ) will allow for this.
On-line visibility to raw milk, raw materials, finished goods,and supply sales inventory activity.
Datalogix - Inventory >Item Inquiry
The inventory can be assigned the standard ABC designationhowever the computations to arrive at the designation must be
performed by another applications.
Datalogix - Inventory > LotStatus
Ability to receive finished goods into inventory prior toreceiving grading information.
Datalogix - Inventory > LotStatus
Items can be received to inventory with a lot status other thanavailable for use, ( HOLD, QUARANTINED, HOLD FOR
INSPECTION, ETC. )
Track and maintain operations (projected budgets down toaccount level, summarized by division, location, anddepartment) and manufacturing (monthly budgets by product)
budgets at the region, division, and department levels.
Data can be exported to another application for reporting purposes.
Product ownership specification and tracking, including theability to house multiple owners' finished goods at the samelocation.
Datalogix - Inventory >Item & Warehouse
Specifications / test results down to the lot / sub - lot level.Items can be controlled to the location / bin sub level.
Datalogix - Inventory >Item & Warehouse
GEMMS allows for indefinite Item, Warehouse andWarehouse Locations.
Datalogix - Inventory >Item & Warehouse &Warehouse Locations
GEMMS allows for indefinite Item, Warehouse andWarehouse Locations.
Track inventory within 60 warehouses (17 *** Client Name*** and 43 public).
Datalogix - Inventory >Item & Warehouse
GEMMS allows for indefinite Item, Warehouse andWarehouse Locations.
Automated receipts processing for inter-plant, inter-region,intra-region, and warehouse transfers.
Datalogix - Inventory >Warehouse Xfer Rules
GEMMS allows for Warehouse transfers provide WarehouseRules are properly set up.
Automated depletion processing for inter-plant, inter-region,and intra-region transfers.
Datalogix - Inventory >Warehouse Xfer Rules
System generates transfers if relationships are properly set up properly.
Datalogix - Inventory >Items
Items can be allocated First In First Out ( FIFO ) as well asFirst Expired First Out ( FEFO ) basis.
On-line inventory adjustment capability, including quantityand status.
Datalogix - Inventory > LotStatus
Inventory > Quantities allow for inventory adjustments. Lotstatus allow for inventory status changes.
Automated inventory updates based upon production rawmaterial usage and finished goods counts.
Datalogix - Inventory >Items
Inventory updates are based on timely inventory transactions.Issues to batches and / or Firmed Planned Orders andShipping, Receipts govern these transactions.
Datalogix - Sales > SalesOrder & Inventory > ItemInquiry
During Sales Order Entry, available inventory is visible andcan be allocated.
Automated warnings for inventory items that drop below theminimum stocking level (reorder points).
Datalogix - Inventory >Warehouse Rules
Warehouse / Item allow for setting up safety stock, minimum/ maximum, re - order points and re - order rules. MRP makessuggestions.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 14/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 14
Manufacturing Inventory 3.5.19
Manufacturing Inventory 3.5.20 Yes Query and report.
Manufacturing Inventory 3.5.21
Manufacturing Inventory 3.5.22 Items can be tracked where to / where from.
Manufacturing Inventory 3.5.23 Tie producer and tanker test results to raw milk inventories.
Manufacturing Inventory 3.5.24 Item visibility by lot / sub - lot, quantity, lot status.
Manufacturing Inventory 3.5.25
Manufacturing Inventory 3.5.26 Provide hazardous materials reports. Yes
Manufacturing Inventory 3.5.27 Automated product inventory journal entries. All item transaction are sent over to Oracles are desired.
Manufacturing 3.6.1 Yes
Manufacturing 3.6.2 Automated preventative maintenance scheduling. Yes
Manufacturing 3.6.3 Yes
Manufacturing 3.7.1 Provide on-line access to vehicle identification information. Yes
Manufacturing 3.7.2 Track vehicle lease information. Yes
Manufacturing 3.7.3 Track vehicle fuel usage. Yes
Manufacturing 3.7.4 Track vehicle mileage by state. Yes
Manufacturing 3.7.5 Track vehicle maintenance. Yes
Manufacturing 3.7.6 Yes
Manufacturing 3.7.7 Track bulk tank license renewal information. Yes
Manufacturing 3.7.8 Track vehicle accident information. Yes
Manufacturing 3.7.9 Yes
Automated warnings for inventory items that exceed themaximum stocking level.
Datalogix - Inventory >Warehouse Rules
Warehouse / Item allow for setting up safety stock, minimum/ maximum, re - order points and re - order rules. MRP makessuggestions.
Automated generation of physical inventory turn-around
documents.Periodic (monthly) inventory valuation based on cost alone,cost plus margin, market value (date of make, or current)
plus premium, sales history, or offered price and allow for valuation overrides and reevaluations.
Datalogix - Costing > CostRoll Up & CostUpDatalogixe
GEMMS allow for Costing based on standard cost andrelease 3.2 allows for actual costing.
Track the relationship between lotted inventory and resultingfinished product vat or lot (for federal order grade receipts,reclassifications, dispositions, and outside milk).
Datalogix - Formula >Ingredient Use & Inventory> Lot / Sub Lot
Datalogix - Quality > Cust /Vendor Results & ItemLocation Results
Test results down to lot / sub lot level can be supported.Producers samples treated as customer / vendor samples,truck sample treated as sampling material from inventory.
Track product weight, grade, and quality data by lot and serial
number in inventory.
Datalogix - Quality > Cust /
Vendor Results & ItemLocation Results
Track property and materials (boiler, underground tank, andhazardous materials) ,associating safety procedures and other relevant data to ensure compliance with federal and stateordinances.
Datalogix - Inventory >Items
Set up Item Classification Code and query and report againstit.
Item code can be established with some intelligence and dataqueried and reported. See Appendix B.
PreventativeMaintenance
On-line preventative maintenance data entry and inquirycapabilities.
Requirement need to be handled by another application. SeeAppendix B.
PreventativeMaintenance
Requirement need to be handled by another application. SeeAppendix B.
PreventativeMaintenance
On-line access to spare parts inventory (stand-alone packagein place at one plant).
Requirement need to be handled by another application. SeeAppendix B.
FleetManagement
Requirement need to be handled by another application. SeeAppendix B.
FleetManagement
Requirement need to be handled by another application. SeeAppendix B.
FleetManagement
Requirement need to be handled by another application. SeeAppendix B.
FleetManagement
Requirement need to be handled by another application. SeeAppendix B.
FleetManagement
Requirement need to be handled by another application. SeeAppendix B.
FleetManagement
Track vehicle license renewal information (single state &IRP).
Requirement need to be handled by another application. SeeAppendix B.
FleetManagement
Requirement need to be handled by another application. SeeAppendix B.
FleetManagement
Requirement need to be handled by another application. SeeAppendix B.
FleetManagement
Track authorized driver accident and license renewalinformation.
Requirement need to be handled by another application. SeeAppendix B.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 15/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 15
Manufacturing 3.7.10 Track driver information. Yes
Manufacturing 3.7.11 Track information on vehicle licenses. Yes
Manufacturing 3.7.12 Track excise and use taxes. Yes
Manufacturing 3.7.13 Yes
Manufacturing Testing 3.8.1
Manufacturing Testing 3.8.2 Yes
Manufacturing Testing 3.8.3 Automated generation of invoices for antibiotic loads. Yes
Manufacturing Testing 3.8.4
Manufacturing Testing 3.8.5 On-line access to product nutrition and composition analysis .
Manufacturing Testing 3.8.6 On-line access to quality test results.
Manufacturing Testing 3.8.7
Manufacturing Testing 3.8.8 Print quality test results on the producer payroll check. Yes
Manufacturing Testing 3.8.9 Yes
Manufacturing Testing 3.8.10 Automated upload of test data to controlling agencies. Yes
Manufacturing Testing 3.8.11
FleetManagement
Requirement need to be handled by another application. SeeAppendix B.
FleetManagement
Requirement need to be handled by another application. SeeAppendix B.
FleetManagement Requirement need to be handled by another application. SeeAppendix B.
FleetManagement
Provide for International Fuel Tax Agreement (IFTA)tracking and payment (quarterly).
Requirement need to be handled by another application. SeeAppendix B.
On-line maintenance of daily antibiotic test results keeping ahistory of all changes.
Datalogix - Quality > Cust /Vendor Results
Test results handled in the Quality Module by customer/vendor test results, Inventory test results, Production testresults.
Support multiple algorithms for calculating the antibiotic testfailure penalty.
Requirement need to be handled by another application. Third party software available which meets some of theserequirements. See Appendix B.
Requirement need to be handled by another application. Third party software available which meets some of theserequirements. See Appendix B.
On-line access to butterfat test results at division level for allmilk.
Datalogix - Quality > Cust /Vendor Results
Test results handled in the Quality Module by customer/vendor test results, Inventory test results, Production testresults.
Datalogix - Quality > Cust /Vendor Results
Test results handled in the Quality Module by customer/vendor test results, Inventory test results, Production testresults.
Quality > Cust / Vendor
Results
Test results handled in the Quality Module by customer/
vendor test results, Inventory test results, Production testresults. Third party software available which meets some of these requirements. See Appendix B.
Centralized test data repository that will be available to producer payroll, plants, and quality.
Quality > Cust / Vendor Results
Test results handled in the Quality Module by customer/vendor test results, Inventory test results, Production testresults. Third party software available which meets some of these requirements. See Appendix B.Requirement need to be handled by another application. Third
party software available which meets some of theserequirements. See Appendix B.
Automated dial-in voice system for producers to get results of tests and volumes (information is currently available by fax or
mail).
Requirement need to be handled by another application. Third party software available which meets some of these
requirements. See Appendix B.Requirement need to be handled by another application. Third
party software available which meets some of theserequirements. See Appendix B.
Automated matching of the manifest number with the lab testdata.
Datalogix - Quality >Samples
Test results handled in the Quality Module by customer/vendor test results, Inventory test results, Production testresults. Sample identity key to tracing sample to a particular
producer.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 16/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 16
Manufacturing Testing 3.8.12 On-line grade tracking and valuation. Inventory > Lot / Sub Lot
Manufacturing Testing 3.8.13 Inventory > Lot / Sub Lot
Manufacturing Testing 3.8.14
Manufacturing Testing 3.8.15
Manufacturing Testing 3.8.16
Manufacturing Testing 3.8.17 Graphical representation of test results (charts, graphs, etc.). Yes
Manufacturing Testing 3.8.18
Manufacturing Testing 3.8.19 Missing test report based upon test requirements.
Manufacturing Testing 3.8.20 Automated missing test substitution base on rules.
Manufacturing Testing 3.8.21 Yes
Financials All Areas 4.1 Oracle General Ledger
Financials General Ledger 4.1.1 Access controls on GL account creation and usage. Oracle General Ledger
Financials General Ledger 4.1.2 On-line visibility to GL detail. Oracle General Ledger
Financials General Ledger 4.1.3 On-line visibility to period open and close dates. Oracle General Ledger
Financials General Ledger 4.1.4 Create standard journal entries for future periods. Oracle General Ledger
Financials General Ledger 4.1.5 Entry of automatically reversing accruals. Oracle General Ledger
Test results handled in the Quality Module by customer/vendor test results, Inventory test results, Production testresults. Sample identity key to tracing sample to a particular
producer.
Track downgraded loads, producers, and products, by reasonfor downgrade (failure to meet regulatory guidelines, out-of-tolerance loads, bad smell, etc.).
Test results handled in the Quality Module by customer/vendor test results, Inventory test results, Production testresults. Sample identity key to tracing sample to a particular
producer. Lot status changes part of the data base.Tracking test results for samples to be included, excluded,and rechecked.
Datalogix - Quality > " test" Results
Test results handled in the Quality Module by customer/vendor test results, Inventory test results, Production testresults. Third party software available which meets some of these requirements. See Appendix B.
Allow substitution of test results with visibility to originaltest results (override).
Datalogix - Quality > " test" Results
Test results can be " changed " , query will provide history.Third party software available which meets some of theserequirements. See Appendix B.
Flexible report format which allows summarization of test
data at various levels (producer, plant, etc.).
Datalogix - Quality > " test
" Results & Oracle DataBrowser
Query data and report. Third party software available which
meets some of these requirements. See Appendix B.
Query and export to another application for further analysis.Third party software available which meets some of theserequirements. See Appendix B.
Automated warnings for test failures and sample test resultswhich vary significantly from previous results.
Datalogix - Quality > " test" Results & Assay
Test results are evaluated against established parameters andlimits and failure are flagged. Third party software availablewhich meets some of these requirements. See Appendix B.
Datalogix - Quality " test :Results > Assay Results
Item / Location Specification report identifies inventory thatmay need Q.C. attention. Third party software availablewhich meets some of these requirements. See Appendix B.
Datalogix - Quality " test :
Results > Assay Results
Item / Location Specification report identifies inventory that
may need Q.C. attention. Assay results report also available.Manual entry. Third party software available which meetssome of these requirements. See Appendix B.
Tracking of customer complaints (ex. Taco Bell Hotlinecomplaints).
Requirement need to be handled by another application. Third party software available which meets some of theserequirements. See Appendix B.
Provide on-line inquiry and ability to download data to PCformats.
All Oracle applications offer individual inquiry screens,which in most cases can be turned into query screens. AllOracle applications are DDE compliant which allows downloading to PC formats.A special Oracle security responsibility is used to establishand maintain GL Accounts. This special responsibility is
than assigned only to authorized users.Online access to all accounting information is available, at thesummary level down to the lowest level of detail.
A separate online menu option is available for theestablishment, viewing, and maintenance of the financialcalendars.
Unlimited recurring journal entries can be established andmaintained.
You can automatically reverse and entry in any periodspecified.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 17/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 17
Financials General Ledger 4.1.6 Oracle General Ledger
Financials General Ledger 4.1.7 Oracle General Ledger
Financials General Ledger 4.1.8 Store multiple budgets in the ledger. Oracle General Ledger
Financials General Ledger 4.1.9 Enter statistical data into the ledger. Oracle General Ledger Unlimited statistical units can be maintained and reported on.
Financials General Ledger 4.1.10 Oracle General Ledger
Financials General Ledger 4.1.11 Dynamic cost center association. Oracle General Ledger
Financials General Ledger 4.1.12 Oracle General Ledger
Financials General Ledger 4.1.13 Track customer accruals in both weights and dollars. Oracle General Ledger
Financials General Ledger 4.1.14 Track and report customer accruals by plant. Oracle General Ledger
Financials General Ledger 4.1.15 Automated journal entries for customer accruals. Oracle General Ledger
Financials General Ledger 4.1.16 Oracle General Ledger Entries can be reviewed on-line or on printed reports
Financials General Ledger 4.1.17 Oracle General Ledger
Financials General Ledger 4.1.18 Oracle General Ledger Satisfied with a report developed with FSG
Financials General Ledger 4.1.19 Direct download of audit related data to spreadsheet. Oracle General Ledger
Financials General Ledger 4.1.20 Trend analysis. Oracle General Ledger Satisfied with a report developed with FSG
Financials Purchasing 4.2.1 Track and maintain vendor information. Oracle Accounts Payable Vendor Master meets this requirement.
Financials Purchasing 4.2.2 EDI to receive updated vendor price lists. Yes
Financials Purchasing 4.2.2 Oracle Accounts Payable
Financials Purchasing 4.2.3 Oracle Accounts Payable
Financials Purchasing 4.2.4 Maintain catalogue of items with specs and final contract. Yes Requirement need to be handled by another application.
Financials Purchasing 4.2.5 Yes Requirement need to be handled by another application.
Financials Purchasing 4.2.6 Maintain a vendor information and performance history. Oracle Accounts Payable
Define recurring journal entries for posting without changesand for processing after review and edit.
Recurring journal entries can be established and maintainedin several ways.
Allow the GL coordinator and the financial accountingmanager to perform entry maintenance.
Individual user security is available and assigned byresponsibility definition.
Unlimited budget versions can be established, maintained,and reported on.
Track and report non-dollar information (comments)associated with GL accounts.
Up to 64,000 characters of descriptive information, per eachtransaction, can be entered and reported on.
New cost centers are not dynamically established in OracleGeneral Ledger. However, they can be established quickly
based on business rules defined by *** Client Name ***.
Automatic allocation of region overhead expenses todivisions based on preset percentages or relative values of account balances.
Recurring journal entries or mass allocations features can beused to allocate revenues and expenses across multiple costcenters, regions, etc.
If Account(s) are setup for accruals you should be able totrack dollars if Customer is a segment in the AccountingFlexfield. Weights can be tracked using Statistical Accounts.
If Account(s) are setup for accruals you should be able totrack if Plant is a segment in the Accounting Flexfield
If Account(s) are setup for accruals you should be able totrack if Plant is a segment in the Accounting Flexfield
Print a transaction register to review entries before they are posted to the ledger.
Allow the GL coordinator and the financial accountingmanager to immediate-post entries.
This is accomplished through Responsibility definition andassignment.
Critical account listing by month, by year, and by multipleyear.
Oracle applications are DDE compliant, allowing transfer of data to PC based spreadsheets.
EDI ( STERLING )interface software must be purchased or developed to meet this requirement. See Appendix B.
Track and maintain vendor discount terms to support multiplecompanies with common vendor file.
Oracle Accounts Payable and GEMMS share a commonvendor file, where discount terms are maintained.
Provide a common vendor file for purchasing and accounts
payable.
Oracle Accounts Payable and GEMMS share a common
vendor file.
On-line vendor contract history (price negotiations, RFP andBid responses).
Vendor information is maintained in the Vendor Master.Performance history can be queried.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 18/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 18
Financials Purchasing 4.2.7 Yes
Financials Purchasing 4.2.8
Financials Purchasing 4.2.9 Support One-Time-Only (OTO) vendor transactions. GEMMS supports one time vendor transactions.
Financials Purchasing 4.2.10 Process tax exemption certificates. Datalogix - GEMMS accommodates tax exemption processing
Financials Purchasing 4.2.11 Provide EDI to send orders to major vendors. Yes
Financials Purchasing 4.2.12 Yes
Financials Purchasing 4.2.13 Yes
Financials Purchasing 4.2.14 On-line access to purchase order history. Online visibility of purchase orders not archived.
Financials Purchasing 4.2.15 On-line invoice approval mechanism. Oracle Payables
Financials Purchasing 4.2.16 Automated vendor payment with ability to suspend payments. Oracle Payables
Financials Purchasing 4.2.17 Automated accounts payable entries for purchases. Oracle Payables
Financials Purchasing 4.2.18 Query and report.
Financials Purchasing 4.2.19 Summary of high dollar/ high volume suppliers. Query and report.
Financials Purchasing 4.2.20 Ability to set up an asset once it is received.
Financials Purchasing 4.2.21 Update inventory upon receipt of inventory items.
Financials 4.3.1 Calculate estimated daily interest on outstanding loans. Yes
Track purchase orders from requisition, through all theapproval processes, to order placement and receipt andinvoice processing.
Datalogix - Purchasing >Purchase Order Entry &Receipts
GEMMS does not have online requisitioning and approvalcapabilities, however P.O. entry, receipt and invoicing issupported by GEMMS - ORACLE. Full requestedfunctionality is being considered for future release.
Provide for both one-time and blanket processing of purchaseorders.
Datalogix - Purchasing >Purchase Order Entry
GEMMS supports one time vendor and Blanket P.O. processing.
Datalogix - Purchasing >Purchase Order Entry
As stated in the RFP response, Oracle has establishedstrategic alliance partnerships with a number of firms whichhave developed EDI ( STERLING ). interfaces. See AppendixB.
Raw milk purchase vouchers by grade which support class
and component pricing, market administrator fees, classcharges, hauling charges, multiple service charges and credits,multiple zone charges and credits, and advance charges andcredits.
Raw Milk Purchase Vouchers are created as a result of Raw
Milk Sale. The only region concerned is Morning Glory.More definition of the event is required before a systemsolution can be applied.
Automated verification of the purchase order dollar amountagainst the CAR listed on the purchase order.
CAR budgetary control checking must be performed at thistime against all expenditures applied to a given CAR
Datalogix - Purchase >Purchase Order Entry
Oracle Payables allows for user-defined approval codes to be placed on an invoice. A separate menu option is used torelease holds on an invoice.
For invoice payment, Oracle Payables will determine the
appropriate payment date based on vendor terms. Recurring payments can also be established. The system allows for theuser to change the payment, if authorized to do so.
GEMMS Purchasing is tightly integrated with OraclePayables. To match an invoice to a purchase order, the user enters the purchase order number in the invoice screen. Thesystem will retrieve the line items on the purchase order.
Track and report purchase orders for various categories of merchandise separately (supply sales, cream purchases,manufacturing supplies, etc.).
Datalogix - Purchasing >Purchase Order Entry &Oracle Data Browser
Datalogix - Purchasing >Purchase Order Entry &Oracle Data Browser
Oracles Payables & OracleAssets
Oracle Payables updates Oracle Assets when an invoice isreceived for an asset that should be capitalized. OraclePayables can automatically flag this transaction to updateOracle Assets.
Datalogix - Purchasing >Receipts
Done automatically upon receipt. Availability for use basedon rules set up.
CashManagement
Requirement need to be handled by another application. Seeattachment .
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 19/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 19
Financials 4.3.2 Allocate interest charged on loans to the regions. Oracle General Ledger Mass Allocation formulas can be used
Financials 4.3.3 Track disbursements and allocate them to the regions. Oracle General Ledger Mass Allocation formulas can be used
Financials 4.3.4 Oracles Receivables
Financials 4.3.5 Support amounts up to $99,999,999,999.99. All Oracle Financials Supported
Financials 4.3.6 Automatic bank reconciliation. Oracles Payables
Financials 4.3.7 Means for bank account inquiry. Oracle General Ledger
Financials 4.3.8 Oracles Payables Oracle Payables provides several cash requirements reports.
Financials 4.3.9 Capability for wire transfers and other automatic payments. Oracles Payables
Financials 4.3.10 Yes
Financials 4.3.11 Yes
Financials 4.4.1 EDI capable of receiving electronic invoicing from vendors. Oracles Payables
Financials 4.4.2 Oracles Payables
Financials 4.4.3 View commitments by date range. Oracles Payables Oracle Payables provides a standard cash requirement reports.
Financials 4.4.4 Oracles Payables
Financials 4.4.5 Permit partial payment of an invoice. Oracles Payables Oracle Payables permits partial payment of an invoice.
Financials 4.4.6 Allow back posting and forward posting. Oracles Payables
Financials 4.4.7 EDI (ACH) capable of generating payment orders. Oracles Payables
Financials 4.4.8 Yes
Financials 4.4.9 Provide a comments section on checks. Yes
CashManagement
CashManagement
CashManagement Automated recording of lock box receipts including invoicedetails for receivables matching. Oracle Receivables automatically records payments directlyfrom a bank, in the format the bank sends.
CashManagement
CashManagement
Oracle Payables loads bank reconciliation data into atemporary table. The system updates payment history and
prints a report of reconciliation exceptions.
CashManagement
Either online inquiry or a report will provide GL account balance activity for individual banks.
CashManagement
Forecast cash requirements by day based upon A/Pinformation.
Cash
Management
Oracle Payables provides an EFT format that meets the EFT
file format specifications of the Bankers Automated ClearingHouse (BACS) for half-inch magnetic media.
CashManagement
Access to account maintenance system available from TCB,Micro-link.
Application Programming Interfaces (API's) are available thatwill allow for this type of integration. A properly formattedfile is required.
CashManagement
Connect to Texcommunication, an inquiry system which provides screen-print functionality.
Application Programming Interfaces (API's) are available thatwill allow for this type of integration. A properly formattedfile is required.
AccountsPayable
Oracle Payables offers a front-end program that allows for invoice information to be transferred in via EDI ( STERLING). The file will have to be properly formatted to transfer invoices in. Appendix B.
AccountsPayable
Automated calculation of optimum payment date according tovendor terms.
Oracle Payables can use the vendor terms to calculate theappropriate payment due date.
AccountsPayable
AccountsPayable
Recurring payables maintenance and generation for fixed(rent, lease, and insurance payments) and variable (telephone
bills, utility bills, etc.) expenses.
Oracle Payables allows for recurring payments to beestablished with the number of periods (payments) alongwith total amount of payments.
AccountsPayable
AccountsPayable
Back posting of an invoice is allowed if the period is open.Forward posting is allowed if the user allows future enterable
activity in the selected period.AccountsPayable
Oracle Payables offers a front-end program that allows for invoice information to be transferred in via EDI ( STERLING). The file will have to be properly formatted to transfer invoices in. See Appendix B.
AccountsPayable
Produce remittance note containing the customer invoicenumbers.
After the appropriate invoices have been selected for payment, Oracle Payables creates a payment output file. Thisfile can be formatted to print the applicable information ontothe remittance advice.
AccountsPayable
The payment output file will be modified to print theapplicable information on the remittance advice.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 20/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 20
Financials 4.4.10 Issue manual checks that can be added to a regular check run. Oracles Payables
Financials 4.4.11 Automated journal entries for manually raised checks. Oracles Payables
Financials 4.4.12 Oracle Payables
Financials 4.4.13 Automated general ledger account number verification. Oracle Payables
Financials 4.4.14 Oracle Payables
Financials 4.4.15 On-line entry of vendor credits. Oracle Payables On-line entry of credit information is allowed.
Financials 4.4.16 Oracle Payables
Financials 4.4.17 Oracle Payables The system offers numerous on-line inquiry functions.
Financials 4.5.1 Oracle General Ledger Budgeting can be performed at any level needed.
Financials 4.5.2 Enter and track Capital Acquisition Requests (CARs). Oracle General Ledger
Financials 4.5.3 Oracle General Ledger Requirement need to be handled by another application.
Financials 4.5.4 Record the actual cost against the CAR. Oracle General Ledger Requirement need to be handled by another application.
Financials 4.5.5 Link CARs that are part of the same project. Oracle General Ledger Requirement need to be handled by another application.
Financials 4.5.6 Oracle General Ledger Requirement need to be handled by another application.
Financials Fixed Assets 4.6.1 Oracle Assets
Financials Fixed Assets 4.6.2 Ability to split an asset. Oracle Assets
Financials Fixed Assets 4.6.3 Ability to restore a previously deleted asset. Oracle Assets
Financials Fixed Assets 4.6.4 Track construction projects. Oracle Assets
Financials Fixed Assets 4.6.5 Oracle Assets
Financials Fixed Assets 4.6.6 Track fully depreciated assets. Oracle Assets The Asset system will track fully depreciated assets.
Financials Fixed Assets 4.6.7 Oracle Assets
Financials Fixed Assets 4.6.8 Oracle Assets Oracle Assets provides standard reporting.
AccountsPayable
Further clarification may be required. If a manual check has been issued, why add it to a regular check run?
AccountsPayable
Oracle Payables automatically creates the appropriate GLentries for manual checks.
AccountsPayable Automated posting of accounts payable journal entries to thegeneral ledger. This is a user configurable option. The user can specify whenAccounts Payable information updates GL (immediately or asa background process).
AccountsPayable
Account validation and security checking is performed at thetime of invoice entry.
AccountsPayable
Automated 1099 creation and reporting to ensure compliancewith Federal Tax Code.
1099 information can be printed on hard copy forms or bewritten to magnetic media.
AccountsPayable
AccountsPayable
On-line inquiry to A/P detail by check number, date, clearingdate (or lack thereof - outstanding checks), payee, andamount.
Drill down capability is available from Oracle General Ledger to Accounts Payable.
AccountsPayable
Accounts payable sub-ledger inquiry (by date, invoice,vendor, amount outstanding, and date of pay).
CapitalExpenditures
Track and maintain capital appropriations budget (projectedappropriations by month) at the region, division, anddepartment levels.
CapitalExpenditures
Capital Appropriation Requests can be tracked andmaintained by setting them up as capital project budgets.
CapitalExpenditures
Maintain capital budgets linking them to Capital AcquisitionRequests.
CapitalExpenditures
CapitalExpenditures
CapitalExpenditures
Automated transfer of information from the CAR to FixedAssets when the item is received, such as budget group andlife.
Track and maintain asset depreciation budget (projecteddepreciation for existing and budgeted assets) at the region,division, and department levels.
Depreciation projections can be performed at the appropriatelevel needed.
Oracle Assets allows for an assets depreciation expense to bespread across multiple GL accounts.
Oracle Assets allows for the capability to reload asset dataonline if necessary.
Assets allows for tracking CIP assets. Assets is fullyintegrated with Payables and General Ledger to record andtrack the appropriate activity.
Track insurance coverage and insurance value with theassociated asset.
Descriptive Flexfields will be established to track theappropriate level of insurance information needed.
Provide for the unique methods of calculating depreciation(Book, Tax, and State).
Assets allows for unlimited depreciation books to beestablished. The system provides numerous standarddepreciation methods.
Determine depreciation as of a specific date with or withoutcapital budget items.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 21/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 21
Financials Fixed Assets 4.6.9 Allocate depreciation across multiple departments. Oracle Assets
Financials Fixed Assets 4.6.10 Oracle Assets
Financials Fixed Assets 4.6.11 Oracle Assets The Assets system is fully integrated with Accounts Payable.
Financials Fixed Assets 4.6.12 Ability to track buyer info when asset is sold or traded in. Oracle Assets
Financials 4.7.1 Oracle Receivables
Financials 4.7.2 Separate receivables by customer type and product. Yes Oracle Receivables
Financials 4.7.3 Oracle Receivables
Financials 4.7.4 Oracle Receivables Receivables allows partial payments to be entered.
Financials 4.7.5 Identify and track discounts by type. Yes Oracle Receivables
Financials 4.7.6 Oracle Receivables Information is available through on-line inquiry or reporting.
Financials 4.7.7 Aging on demand by due date. Oracle Receivables
Financials 4.7.8 On-line visibility to customers with past-due balances. Oracle Receivables
Financials 4.7.9 Ability to charge interest on overdue accounts. Oracle Receivables The system allows for interest to be charged.
Financials 4.7.10 Automated generation of customer past-due notices. Oracle Receivables
Financials 4.7.11 Initiate order holding for past-due customers. Oracle Receivables
Financials 4.7.12 Oracle Receivables
Financials 4.7.13 Yes Oracle Human Resources Note processing and receivable system requirement.
Financials 4.7.14 Oracle Receivables
Financials 4.7.15 Oracle Receivables & Alert
Financials 4.7.16 Oracle Alert
Financials 4.7.17 Tracking of supply sales receivable credits. Oracle Receivables
Financials 4.7.18 Permit A/R adjustments for invoices. Oracle Receivables
The Asset system allows for depreciation to be spread acrossmultiple GL accounts and/or multiple departments.
Ability to obtain information for Personal PropertyRenditions.
Descriptive Flexfields would be defined to track and reporton the appropriate Personal Property Renditions required.
The Purchasing or A/P system must be integrated into theCapital Authorization/Fixed Asset system.
The Asset system allows you to track who an asset was soldto.
AccountsReceivable
Allow receivables reports and receivable control accounts to be classified by invoice type.
Receivables allows for user defined invoice transaction typesto be established.
AccountsReceivable
The information is available in the system. A custom reportwill be developed.
AccountsReceivable
Track and report balances for individual and combinedaccounts.
Receivables allows for unlimited customer relationships to beestablished. These relationships can be used in cashapplication and for reporting.
Accounts
Receivable
Allow partial payment of invoices, tracking the remaining
balance due.AccountsReceivable
The information is available in the system. Custom reportwill be developed.
AccountsReceivable
Monitor AR days outstanding by type of sale and type of customer.
AccountsReceivable
System allows for user-defined aging buckets to beestablished. Numerous Aged Trial Balance reports can begenerated as of a certain date.
AccountsReceivable
The system provides several customer and document inquiryscreens.
AccountsReceivable
AccountsReceivable
The user indicates whether to send a customer dunning letterswhen invoices have become past due.
AccountsReceivable
The user can automatically prevent shipping of products tocustomers with unacceptable outstanding credit exposure.
AccountsReceivable
On-line cash application entry and maintenance (correctapplication of cash payments).
The system allows for multiple cash application methods,including on-line processing.
AccountsReceivable
Visibility to payments due in connection with loans via ***Client Name *** Investment Corp.
AccountsReceivable
Allow system to process customer payments without aninvoice. Payments on account.
When entering cash receipts, the system allows for customer payments to be entered as an on-account transaction.
AccountsReceivable
Permit payment for Supply Sales to be collected by driver or deducted from Producer Payroll.
Oracle Receivables and Oracle Alert can be used to notify adriver to collect payment of Supply Sales. An invoice would
be established with COD terms and an ALERT would beestablished to monitor the transaction.
AccountsReceivable
Generate a credit against the distributor’s balance, when thedistributor sells a product to a producer. (The distributor ischarged for the product at the time he receives it.)
Oracle Alert would be used to monitor this activity and createthe credit against the distributor's balance based on the event.
AccountsReceivable
The system allows for user-defined transaction types to beestablished.
AccountsReceivable
The system allows you to separately adjust different aspectsof an invoice.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 22/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 22
Financials 4.7.19 Oracle Receivables
Financials 4.7.20 Oracle Receivables
Financials 4.7.21 Oracle Receivables
Financials 4.7.22 Ability to print comments on customer statements. Oracle Receivables
Financials 4.7.23 Oracle Receivables
Financials Credit 4.8.1 Provide a link with D&B for credit history. Yes
Financials Credit 4.8.2 Means to contact banks and other credit references. Oracle Receivables
Financials Credit 4.8.3 Oracle Receivables
Financials Credit 4.8.4 Track key customer contact information. Oracle Receivables
Financials Credit 4.8.5 Automated initiation of annual credit verification. Oracle Receivables
Financials Credit 4.8.6 Record customer's payment terms against his account. Oracle Receivables
Financials Credit 4.8.7 Ability to inquire into and report viability of vendors. Oracle Receivables
Financials Credit 4.8.8 Oracle Alert Create Oracle Alert to notify of this situation.
Financials Credit 4.8.9 Automated notification of delinquent producer payments. Oracle Alert
Financials Credit 4.8.10 Track litigation steps for bad debts. Yes Requirement need to be handled by another application.
Financials 4.9.1 Yes
Financials 4.9.2 Yes
Financials 4.9.3 Track open loans. Yes
Financials 4.9.4 Yes
Financials 4.9.5 Yes
Financials 4.9.6 Track deductions and payments against loans. Yes
Financials 4.9.7 Yes
Financials 4.9.8 Keep two months open at the same time. Yes
AccountsReceivable
On-line adjustment capabilities for maintenance within or between customers.
The system allows for on-line customer maintenance, withcomplete audit trails of the activity.
AccountsReceivable
On-line write-offs for miscellaneous cash shortages andoverages with proper approval for the particular dollar amount.
The system provides the ability to control approvals for receivable adjustments.
AccountsReceivable
Permit automatic retrieval of lock box information via CashManagement.
The system allows you to receive payments directly from a bank in their standard format with customer identification for each payment.
AccountsReceivable
The system allows you to define as many statement cycles asneeded.
AccountsReceivable
Automated posting of accounts receivable journal entries tothe general ledger.
The user specifies when Oracle receivables will update theGeneral Ledger.
Application Program Interfaces (API's) are available to provide a link with D&B. Appropriate file formats need to be built.
Descriptive Flexfields will be established to capture the
appropriate information.Record customer's credit history as received from referencesand credit agencies.
Descriptive Flexfields will be established to capture theappropriate information.
The system allows for unlimited customer contacts to beestablished.
The system provides a standard report, Customer CreditProfile, that can be used to review customer profiles.
Individual payment terms can be established for eachcustomer site.
Descriptive Flexfields will be established to capture theappropriate information.
Automated notification of customers and/or accounts thatneed attention.
Oracle ALERT will be used to provide automatic notification based on user specified criteria.
NotesReceivable
Create loans and lines of credit with fixed and variable ratesand with fixed and variable payments.
Note Processing and Receivable software or subsystemrequired. See Appendix B.
NotesReceivable
Track loans including application and note creation, loan payoff , interest payments, amortization, automatic renewalsand taxes.
Note Processing and Receivable software or subsystemrequired. See Appendix B.
Notes
Receivable
Note Processing and Receivable software or subsystem
required. See Appendix B. NotesReceivable
On-line support for field report scheduling and documenttracking (for large and exception loans).
Note Processing and Receivable software or subsystemrequired. See Appendix B.
NotesReceivable
On-line support for revenue tracking by state for loans andnotes receivable.
Note Processing and Receivable software or subsystemrequired. See Appendix B.
NotesReceivable
Note Processing and Receivable software or subsystemrequired. See Appendix B.
NotesReceivable
Apply payments based on a fixed dollar amountdeduction/payment or CWT of milk.
Note Processing and Receivable software or subsystemrequired. See Appendix B.
NotesReceivable
Note Processing and Receivable software or subsystemrequired. See Appendix B.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 23/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 23
Financials 4.9.9 Specify credit restrictions. Yes
Financials 4.9.10 Analyze customer accounts by key indicators. Yes
Financials 4.9.11 Track bad debt history. Yes
Financials 4.9.12 Extend or refinance a loan without starting a note. Yes
Payroll Benefits 5.1.1 Date-triggered event notification. Yes Oracle - Human Resources
Payroll Benefits 5.1.2 Yes Oracle - Human Resources
Payroll Benefits 5.1.3 Yes Oracle - Human Resources
Payroll Benefits 5.1.4 Yes Oracle - Human Resources
Payroll Benefits 5.1.5 Yes Oracle - Human Resources
Payroll Benefits 5.1.6 Yes Oracle - Human Resources
Payroll Benefits 5.1.7 Yes Oracle - Human Resources
Payroll Benefits 5.1.8 Yes Oracle - Human Resources
Payroll Benefits 5.1.9 Yes Oracle - Human Resources
Payroll Benefits 5.1.10 Yes Oracle - Human Resources
Payroll Benefits 5.1.11 Yes Oracle - Human Resources
Payroll Benefits 5.1.12 Generation of EEOC and other government reports. Yes Oracle - Human Resources
Payroll Benefits 5.1.13 Yes Oracle - Human Resources
Payroll Benefits 5.1.14 Maintain DOT Qualification Files. Yes Oracle - Human Resources
Payroll Benefits 5.1.15 Yes Oracle - Human Resources
Payroll Benefits 5.1.16 Yes Oracle - Human Resources
Payroll Benefits 5.1.17 Yes Oracle - Human Resources
Payroll Benefits 5.1.18 On-line driver maintenance, data acquisition, and tracking. Yes Oracle - Human Resources
NotesReceivable
Note Processing and Receivable software or subsystemrequired. See Appendix B.
NotesReceivable
Note Processing and Receivable software or subsystemrequired. See Appendix B.
NotesReceivable
Note Processing and Receivable software or subsystemrequired. See Appendix B.
NotesReceivable
Note Processing and Receivable software or subsystemrequired. See Appendix B.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Automated calculation of death, disability, and deferred/lateretirement benefits.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Track and report benefits plan eligibility and participation inannual benefits statements.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Automated generation of form letters (termination, insurance,401K, retirement, disability, workman’s compensation) to
employees, insurance carriers, and disability/workman’scompensation physicians.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Automated generation of form letters and mailing labels off the vendor master list for use with Affirmative Action andCertificates of Insurance.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Automatic payroll deduction for 401K and insurance with on-line access to the deduction information.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
On-line access to insurance, 401K, retirement, and disability benefit information.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Automated response system that allows employee phoneinquiries into personal benefit information.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Automated report routing based on transaction (such asemployee status updates).
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Track the deposit schedule and ensure that it meets federalrequirements.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Track employee gender and race statistics to ensure anti-discrimination law compliance.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Aggregate reporting capability (county being the lowestaggregate level) for EEOC reports.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Tracking and notification of regulatory updates (DOT,OSHA, etc.).
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
On-line employee history (time, attendance, positioneligibility, certification, training, and drug test data) tracking.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Provide the capability to administer a drug-testing programand track the results.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 24/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 24
Payroll Benefits 5.1.19 Yes Oracle - Human Resources
Payroll Benefits 5.1.20 Yes Oracle - Human Resources
Payroll Benefits 5.1.21 On-line visibility to upcoming COBRA activity. Yes Oracle - Human Resources
Payroll Benefits 5.1.22 Track bonding. Yes Oracle - Human Resources
Payroll Benefits 5.1.23 Yes Oracle - Human Resources
Payroll Benefits 5.1.24 Track lawsuits. Yes Oracle - Human Resources
Payroll Benefits 5.1.25 Yes Oracle - Human Resources
Payroll Benefits 5.1.26 Yes Oracle - Human Resources
Payroll Benefits 5.1.27 Yes Oracle - Human Resources
Payroll Benefits 5.1.28 401K company matching. Yes Oracle - Human Resources
Payroll Benefits 5.1.29 Yes Oracle - Human Resources
Payroll Benefits 5.1.30 Automated monthly transfer to trust company. Yes Oracle - Human Resources
Payroll Benefits 5.1.31 Track monthly withdrawal distributions. Yes Oracle - Human Resources
Payroll Benefits 5.1.32 Automated balancing of 401K numbers with regions. Yes Oracle - Human Resources
Payroll Benefits 5.1.33 Yes Oracle - Human Resources
Payroll Benefits 5.1.34 Yes Oracle - Human Resources
Payroll Benefits 5.1.35 Generate retirement checks. Yes Oracle - Human Resources
Payroll Benefits 5.1.36 Yes Oracle - Human Resources
Payroll Benefits 5.1.37 Yes Oracle - Human Resources
Payroll Benefits 5.1.38 Generate disability checks. Yes Oracle - Human Resources
Payroll Benefits 5.1.39 EDI to insurance carriers. Yes Oracle - Human Resources
Payroll Benefits 5.1.40 Load the Bureau of Labor Statistics Census Data Tape. Yes Oracle - Human Resources
Payroll Benefits 5.1.41 Yes Oracle - Human Resources
Payroll Benefits 5.1.42 Yes Oracle - Human Resources
On-line Special Plan Account (SPA) processing andinsurance cost tracking for insured employees and spouses.Include both insured and uninsured losses.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Continue insurance coverage into retirement with automatic billing capabilities.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Coordinate and track claims through a third party claims processor.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Calculation of frequency and incident rates based on loss,general ledger, mileage, and man-hours.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
On-line processing and tracking of checks for insurance
carrier.
To be satisfied in Phase III, Installation of Oracle HR /
PAYROLL SOFTWARE.Support employee 401K participation including employeeenrollment, participant maintenance, balance reallocation,
participation suspension, and employee termination.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Allow 401K hardship withdrawals and loans (amortizationcalculation, loan note creation, and payroll deduction setup).
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Track employee retirement eligibility and contributionsincluding disabled employees approaching retirement.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Calculate retiree benefits, determining vestment category based upon length of employment.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Track disability and workman’s compensation claimsincluding physician verification.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Monitor employee disability status for continued benefit
eligibility.
To be satisfied in Phase III, Installation of Oracle HR /
PAYROLL SOFTWARE.To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Automated Wyatt Eligibility/Ineligibility file creation andEDI capabilities for claims processing and actuary services.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
Retain 5 years of employee history and a lifetime medicalhistory.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 25/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 25
Payroll 5.2.1 Yes Oracle - Payroll
Payroll 5.2.2 Yes Oracle - Payroll
Payroll 5.2.3 Yes Oracle - Payroll
Payroll 5.2.4 On-line employee status (active, laid-off, quit, etc.) tracking. Yes Oracle - Payroll
Payroll 5.2.5 Yes Oracle - Payroll
Payroll 5.2.6 Yes Oracle - Payroll
Payroll 5.2.7 Yes Oracle - Payroll
Payroll 5.2.8 Yes Oracle - Payroll
Payroll 5.2.9 Automated collection and processing of hours from divisions. Yes Oracle - Payroll
Payroll 5.2.10 Yes Oracle - Payroll
Payroll 5.2.11 Yes Oracle - Payroll
Payroll 5.2.12 Yes Oracle - Payroll
Payroll 5.2.13 Yes Oracle - Payroll
Payroll 5.2.14 Ability to assign an individual more than one pay rate. Yes Oracle - Payroll
Payroll 5.2.15 Yes Oracle - Payroll
Payroll 5.2.16 Calculate and track employee commissions. Yes Oracle - Payroll
Payroll 5.2.17 Yes Oracle - Payroll
Payroll 5.2.18 Yes Oracle - Payroll
Payroll 5.2.19 Yes Oracle - Payroll
Payroll 5.2.20 Yes Oracle - Payroll
Payroll 5.2.21 Yes Oracle - Payroll
EmployeePayroll
Provide central data repository for data entry and viewing by payroll, human resources, and Corporate Office personnel,with security access as necessary and inquiry-only capabilitieswhere appropriate.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
Complete, easy to use documentation and customer service/user support.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
On-line personnel file maintenance including set up of newemployees.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
On-line training and development tracking, including licensesand certifications.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
On-line job description and review including historicaltracking of job reviews.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
On-line compensation tracking, including salary history andmultiple account capability for labor and cost center
distribution.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
On-line staff tracking, including new hire processing,termination processing, and succession planning.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
Track vacation accrual and ability to customize the accrualcalculation.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
Process and track vehicle income (personal use of companycar).
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
Track and maintain employee payroll budget (total payrollexpense by location), providing summaries at the region,division, and department levels.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
Support salaried, hourly, sliding scale, piece work, andcommission based employee wages.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
Automated calculation and tracking of Texas division driver pay.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
Automated payroll deductions (W-2 and benefits)authorization and tracking.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
Employee
Payroll
Process and track the cafeteria plan and section 125
information, including tracking new forms filled out byemployees each year.
The Oracle Payroll System can meet this functional
requirement and integrate to Oracle Financials.
EmployeePayroll
On-line processing and tracking of pension, insurance, andunion dues.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
On-line processing and tracking of all assignments out of paychecks.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
On-line processing and tracking of payroll deposits includingcheck generation/direct deposit (FICA, Federal Withholding,Medicaid, Health Insurance, State & County Taxes (weekly),and W2 Creation).
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 26/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 26
Payroll 5.2.22 Tracking of retirement allocations/accruals. Yes Oracle - Payroll
Payroll 5.2.23 Calculation, payment, and tracking of unemployment tax. Yes Oracle - Payroll
Payroll 5.2.24 Calculation, payment, and tracking of annual county tax. Yes Oracle - Payroll
Payroll 5.2.25 Yes Oracle - Payroll
Payroll 5.2.26 Yes Oracle - Payroll
Payroll 5.2.27 Yes Oracle - Payroll
Payroll 5.2.28 Provide capability to run multiple payrolls on demand. Yes Oracle - Payroll
Payroll 5.2.29 Support 1700 bi-weekly checks. Yes Oracle - Payroll
Payroll 5.2.30 Yes Oracle - Payroll
Payroll 5.2.31 Yes Oracle - Payroll
Payroll 5.2.32 Yes Oracle - Payroll
Payroll 5.2.33 Yes Oracle - Payroll
Payroll 5.2.34 Yes Oracle - Payroll
Payroll 5.2.35 Provide the ability to execute retirement check run. Yes Oracle - Payroll
Payroll 5.2.36 Provide a special report format for Iowa. Yes Oracle - Payroll
Payroll 5.2.37 Yes Oracle - Payroll
Payroll 5.2.38 Yes Oracle - Payroll
Payroll 5.2.39 Yes Oracle - Payroll
Payroll 5.2.40 Yes Oracle - Payroll
Payroll 5.2.41 Yes Oracle - Payroll
Payroll 5.2.42 Tracking of W2 Balance and W2 register. Yes Oracle - Payroll
EmployeePayroll
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
Automated processing of corporate payroll twice monthly,automatic check generation.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
Automated check generation to pay hourly and salariedemployees.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
On-line processing and tracking of check requests (automatedgeneration of checks).
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
On-line processing and tracking of checks, including check creation, check register maintenance, and other check reportsgeneration.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
Provide flexible viewing and reporting of payroll, and humanresources, including ability to sort on any personnel data,current, and history.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
On-line generation of standardized and easily accessiblereports related to employee demographic data andemployment history, compensation, benefits administration,OSHA, Workers Compensation, IRS, etc.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
On-line report writer that allows custom reportingcapabilities, form letters, merge functions and import/export
capabilities to word processing or spread sheet software.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
Automated report of Weekly Payroll Liability - DepositSummary Schedule.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
Integration of payroll and automated time clock package withon-line and reporting capabilities.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
Process and track 1099s. Identify exceptions which do notrequire a TIN and validate TIN entries for all other cases.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll On-line government mandated reporting, including I-9compliance/verification, EEO/Affirmative Action, OSHA &Workers Compensation, Vets-100 reporting, COBRA, andForm 5500.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
On-line safety tracking, including integration with thegovernment compliance reporting.
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
Automated generation of State Department Of Labor Reports.(Minnesota, Wisconsin, Texas)
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
EmployeePayroll
The Oracle Payroll System can meet this functionalrequirement and integrate to Oracle Financials.
FUNCTIONAL GAPS/TRADE OFF ANALYSIS
8/14/2019 Sample Software Package Analysis
http://slidepdf.com/reader/full/sample-software-package-analysis 27/27
FUNCTIONAL GAPS/TRADE-OFF ANALYSIS
MDE21SM1.xls Page 27
Payroll Labor Reporting 5.3.1 On-line labor relations tracking. Yes Oracle - Human Resources
Payroll Labor Reporting 5.3.2 Automated labor data acquisit ion by product and operation. Yes Oracle - Human Resources
Payroll Labor Reporting 5.3.3 On-line data tracking for state labor reporting. Yes Oracle - Human Resources
Payroll Labor Reporting 5.4.1 Yes Oracle - Human Resources
Payroll Expense Claims 5.4.2 Process and track expense reports. Oracles Payables Oracle Financials.
Payroll Expense Claims 5.4.3 Process bi-weekly expense reports. Oracles Payables Oracle Financials.
6.1.1 On-line maintenance of member information. Yes
6.1.2 Yes
6.1.3 Yes
6.1.4 Yes
6.2.1 On-line member equity maintenance and inquiry capabilities. Yes
6.2.2 Yes
6.2.3 Automated generation of equity payment checks. Yes
6.2.4 Support open loans. Yes
6.2.5 Interface from producer payroll to feed equity calculation. Yes
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
On-line EPA, loss control, and worker's compensation inquirycapabilities by product, operation, and classification.
To be satisfied in Phase III, Installation of Oracle HR /PAYROLL SOFTWARE.
MembershipServices
MembershipServices
To be satisfied in the MEMBERSHIP SERVICESCUSTOMIZATION.
MembershipServices
MembershipServices
On-line support for field service personnel scheduling andactivity tracking (including member contacts).
To be satisfied in the MEMBERSHIP SERVICESCUSTOMIZATION.
MembershipServices
MembershipServices
Provide ability to track producer activity for starts, quits,transfers, etc.
To be satisfied in the MEMBERSHIP SERVICESCUSTOMIZATION.
MembershipServices
MembershipServices
Provide multiple pricing schemes and delivery points for asingle producer.
To be satisfied in the MEMBERSHIP SERVICESCUSTOMIZATION.
MembershipServices
EquityAccounting
To be satisfied in the MEMBERSHIP SERVICESCUSTOMIZATION.
MembershipServices
EquityAccounting
Automated calculation of amounts for annual repayment of equity positions.
To be satisfied in the MEMBERSHIP SERVICESCUSTOMIZATION.
MembershipServices
EquityAccounting
To be satisfied in the MEMBERSHIP SERVICESCUSTOMIZATION.
MembershipServices
EquityAccounting
To be satisfied in the MEMBERSHIP SERVICESCUSTOMIZATION.
MembershipServices
EquityAccounting
To be satisfied in the MEMBERSHIP SERVICESCUSTOMIZATION.
top related