Non-Manufacturing ERP Software Requirements Features

Non-Mfg ERP System Requirements Template

Updated 04/13/2023 - Quickly Utilize All Non-Manufacturing Enterprise Resource Planning (ERP) Requirements, including the HIDDEN ones, to select the best ERP system. 4,268 Non-Mfg ERP FEATURES INCLUDED! - VIEW DETAILED FEATURES -

Each category shown below contains many questions about individual non-manufacturing ERP system features and functions.

*QUOTE PROCESSING*
*Features needed for effective non-manufacturing ERP software system:*
FOUNDATION TOPICS	Contact Master File Integration
User Interface Topics	Contact Master Data Elements
Screen Customization Topics	Contact Data processing Topics
Prospect Master Fie Integration	System Interface Points
Prospect Master Data Elements	Inventory
Prospect Data Processing Criteria	Sales Order Entry
QUOTE KNOWLEDGEBASE MAINTENANCE	QUOTE PROCESSING CRITERIA
Quote Header Maintenance	Prospect Master Utiization
Customer Master Utilzation	Customer Master Location
Opportunity Master Topics	Contact History Log Functions
Quote Line item Functions	Contact History Log Fitering
Inventory Master Utiization	Quote Management inquiries,
Quote Tracking Functions	Quote Management Reports,
Quote Conversion to Sales Order	...and Many Other Crite!
*SALES ORDER PROCESSING*
Interfaces with other Applications	Inventory Item Allocation Function
No Charge Item Criteria	GL Distribution Functions
Decimal Place Precision Criteria	Sales History Interface Topics
ORDER DATA ELEMENTS	CUSTOMER ORDER ENTRY
Order Header Data	Customer Credit History Interface
Order Number Criteria	Sales Tax Calculation Criteria
Customer Query Criteria	Ship-To Processing Functions
P.O. Interface Topics	Online Sales Analysis
Customer Location Criteria	Online Order Inquiry Topics
Ship-To Criteria	Order Status Inquiry Topics
Customer Terms Criteria	Shortage Reporting Functions
Commission Criteria	Backorder Processing Criteria
Commission Spit Functions	‘Order Acknowledgement Criteriag
Tax Caleulation Criteria	‘Order “On-Hola" Functions
Order Line Item Data	Customer Material Tracking
Inventory Query Criteria	PACKING SLIP PREPARATION
Messaging Functions	INVOICE PREPARATION
Unit Pricing Functions	Accounts Receivable Interface
Price Override Functions	PICKING LIST TOPICS
Ship Date Criteria	WARRANTY ISSUES
Ship Via Criteria	SALES ORDER INQUIRY/REPORT
Traveler Sheet Printing Functions	Order Status Report Capabilties
Shortage Functions	Backorder Criteria Registers
Order Status Functions	...and Many Other Features!
*INVENTORY MANAGEMENT*
*Non-Manufacturing ERP software IM features:*
Multiple Companies	Multiple Locations
Multiple Currencies	Multple Languages
Item Types Supported	Inventory Replenishment Methods
System Interfaces	Scrap Factor Criteria
ITEM MASTER MAINTENANCE	ltem Vendor Reference
Item Numberi Code	ltem Substiule Reference
SKU Data	Shipping Criteria
Raw Materials	Vendor Criteria
Finish Goods	Item Location Factors
Description(s)	Quantity Criteria
Item # Cross Reference	INVENTORY ITEM PROCESSING
Item Vendor Reference	Item Re-ordering Factors
ltem Substiule Reference	Receiving’s Processing
Location Criteria	Document Matching Functions
Uni-of Measure (UOM) Criteria	Aulomated UOM Conversion
Multiple Unts-of- measure	Automated Notification Topics
Item Container X-Reference	Shipment discrepancy Criteria
Lot Control Functions
Serial # Criteria	Auto Inventory Stores Criteria
FIFOILIFO Issues	QC Inventory Stores Topics
Item Cost Issues	Quaity Check Facitties
Actual Cost Criteria	Material Issues
Standard Cost Criteria	Inventory Adjustments
Average Cost Criteria	INVENTORY ANALYSIS
Standard Cost Functions	ABC Analysis
Pricing/Quantiy Data	Cycle Counting
Safety Stock	Inventory Movement Criteria
INVENTORY INQUIRY & REPORTING	Stock Status
Purchasing Advice	Eait Lists
Registers	Shortage Reporting
On-tne Inquiries	Standard Reporis
	...and Many Other Criteria
*PRODUCT COSTING*
*Can Non-Manufacturing ERP system address costs:*
Produot Costing Setup	Rate Code Maintenance Functions
Routing Definition Criteria	Labor Code Maintenance Topics
Cost Type Maintenance Topics	Overhead Code Maintenance Topics
BOM Integration Issues	Cost Types Supported
Inventory Integration Criteria	Incremental Cost Caleulation
Product Cost Calculation Options	Incremental Cost Criteria
User-Defined Parameters	Accumulated Cost Calculations
Cost Comparison Options	Accumulated Cost Criteria
Product Costing Inquiries and Reports	...and Many Other Criteria
*JOB COSTING*
*Are ERP with non-manufacturing with job cost functions included:*
Job Cost Functions	Labor Types Calculated
Routing Costs Calculation Criteria
Discrele WP Material Cost Types	Discrete WIP Labor Cost Topics
Job Cost Inquiries and Reports
Labor
Material
Cost Adustments
Actuals	...and Many Other Criteria<
*Time & Attendance Processing*
*ERP Manufacturing with TA software included:*
Time Period Support	Artificial Intelligence (AI)
Time & Attendance Rules	Attendance Tracking
Machine Learning	Semantic and Text Analytics
External System Interface	Time & Attendance Dashboards
Modile Apps	Dashboard Functions
Machine Learning Dashboards	Employee Self-Service
Time Sheet Data Collection	Approval Workflow
Scheduling Functions	Web-enabled Time Entry
Automated Approval Rules	Full FMLA Support
Activity Assignment	Overtime Calculation/Tracking
Alerts & Messages	Time Sheet Approval
Work Breakdown Structure	3rd Party Interfaces
Manager Authorized Capabilities	Detailed Reporting Issues
Regulatory Standards Compliance	Document Management
Worklow	Business Continuity
Cloud Configuration	Cloud Administration
SaaS/Cloud Security	...And Many More
*PAYROLL*
*Non-Manufacturing ERP software with these Payroll criteria:*
Payroll deductions	Payroll Processing
Service Level Requirements	Service Level Agreement (SLA)
Overall Security	Business Continuity Needs
Service Provider Background	Project Management Criteria
Certifications	Business Process Analysis
Current State Assessment	Process Reengineering
Client Web Interface	System Overview
Implementation	User Training & Support
Cost Structure	Many More...
*ACCOUNTS RECEIVABLE*
*Non-Mfg ERP system with these Accts Receivable functions:*
FOUNDATION INFORMATION	Balance Forward Criteria
Open item Criteria	Credit & Debit Memo Topies
Relurn Material Authorization (RMA)	Transaction Posting Criteria
AR INTERFACE CRITERIA	For General Ledger
For Order Eniry	For Biling
For Accounts Receivable	CUSTOMER MASTER FILE
User-Defined Field Criteria	Sales Organization Criteria
Sales Representative Criteria	Muttple Contact Criteria
‘Customer Specific Pricing Criteria	Back order Control Parameters
Biling Address Criteria	Sales Tax Processing
Ship-To Address Criteria	Biling Model Functions
Credit Processing Functions	Terms Code Processing Criteria
Sales History Functions	Balance Type Parameters
Statement Processing Parameters	Payment Performance Criteria
AR TRANSACTION PROCESSING	Order Entry Interface Criteria
Manual Invoice Criteria	EDI Interface Criteria
Credit Memo Functions	Disputed lem Criteria
CASH RECEIPTS PROCESSING	Cash Payment Functions
NSF Check Processing Criteria	Invoice Processing Criteria
Adjustment Processing Criteria	AR INQUIRIES & REPORTS
Account Inquiry Functions	Account Aging Criteria
Payment Inquiry Functions	Account Reporting Functions
Cash Receipts Processing	Eait Lists
Registers End-of	Month Processing & Reports
	and Many Other AR Criteria
*ACCOUNTS PAYABLE (AP)*
*Non-Mfg ERP with needed Accts Payable features:*
Accounts Payable Transaction	Payment Processing
AP Inquiry Functions	AP Payment Processing
Payment by Check	ACH Payments
Purchase Order Processing	PO Monitoring Functions
Document Capture	Requisition Processing
Requisition Management Functions	Service Level Requirements
Service Level Agreement (SLA)	Overall Security
Artificial Intelligence (AI)	Business Continuity Needs
Machine Learning	Semantic and Text Analytics
Service Provider Background	Project Management Criteria
Certifications	Business Process Analysis
Current State Assessment	Process Reengineering
Client Web Interface	Transition Planning
Implementation	Predictive Modeling
Self-Service Capabilities	Ranking Reports
What-If Analysis	What-If Analysis Dashboards
Visualizations Dashboards	Executive Dashboards
Machine Learning Dashboards	Intelligent Alerts
Intelligent Data Capture	Report Scheduling
Ad-hoc Reports	Collaboration
User Training & Support	Cost Structure
User Training & Support	...and Many More AP Features
*GENERAL LEDGER*
*Non-Manufacturing ERP with GL functions:*
Accounting Period Definition	Chart of Account (COA) Maintenance
COA Segmentation	COA Grouping
Account Rol-up	Account Types
System Interaces	Subsidiary Accounts
Statement Accounts	Slatstcal Accounts
General Ledger Processing	General Journal Functions
Standard Journal Functions	Period Closing Functions
Statement Printing	Statement Formatting
Statement Printing	Statement Formatting
GENERAL LEDGER INQUIRIES	GENERAL LEDGER REPORTING
Journal Entries Eait Lists	Registers
Tral Balances Statements	Financial Reporting
Income Statements	Balance Sheets
Comparatives\|Sources of Funds	Expense Reports
Budget Statements	Changes in Financial Position
GL Reporting Writer
FIXED ASSETS	Basic Information
Asset Management	Asset Acquistion
Depreciation	Asset Lifecycle Management
	and Many Other Criteria!
*CUSTOMER RELATIONSHIP MANAGEMENT (CRM)*
*Non-Mfg Mfg ERP CRM functions:*
CRM Automation Setup	Automated Call Distribution
Artificial Intelligence	Dashboards
Multi-Currency	Multi-Language
Web Site Hosting	Multi-Store
Visitor & Traffic Analysis	Out of Stock Products
Mobile Apps	General Reporting
Requirements Analysis	Drop Shipping Items
Predictive Lead Scoring	Saas/Cloud Security
Virtual Assistants	Product Page Creation
Web Portal	Cloud Configuration
Intelligent Self-Service	Temporarily Hide Product
Document Management	Cloud Administration
Document Capture (Ingestion)	Detail Design Plan
Document Retrieval	Event Management
Marketing Management	Loyalty Management
Quote Processing	Customer Service
Planning & Budgeting	Resource Management
Sales Order Processing	Help Desk Functions
Marketing Tracking	Time & Expenses Tracking
Customer Order Entry	Incident Management
Email Marketing	Sales Forecasting
Backorder Processing	Incident Tracking
Warranty Issues	Call Management Features
Lead Management	Sales Analysis
Campaign Management	Sales Lead Management
Trade Promotion	Sales Management
Inquiry Management	Intelligent Call Routing
Search Engine Marketing	Opportunity Management
Contact Maintenance	Interactive Voice Response
Fraud Control	Tax Settings
Workflow	Implementation
Training	...And Many More
*HUMAN RESOURCE MANAGEMENT (HRM)*
*Can the HR features and functions address these:*
General	Web Portal Communication
Company Specifics	Scheduling
POSITION TRACKING & CONTROL	Hiring Managers and Recruiters
Position Maintenance Criteria	RECRUITMENT & HIRING
Position Factors	Compensation
APPLICANT PROCESSING	Job Application Data
On-Boarding	Customize E-mail Messages
Job Posting functions	Store Information
Job Boards	Internal Searches
Applicant Resume History	Applicant Resume
Track Recruitment Expenses	Third-party Screening Services
ON-BOARDING FUNCTIONS	Track Applicants
Employee's Responses/Paperwork	Initial Submission
Electronic Signatures	Monitoring
Workflow Business Process	EMPLOY MENT/EMPLOYEE DATA
Electronic Manager Approvals	Employee Maintenance Issues
Multiple Candidate	Employee File Maintenance Facilty
Employee/Employment Reports/Inquiry	Attendance Tracking Functions
Employee/Employment Reports/Inquiry	Position Tracking
EEO Criteria	SALARY PLANNING BUDGETING
Salary History	Salary Budget
Employee History	Payroll Process
Activity Reports	COMPENSATION History
EMPLAYMENT RELATIONS	Salary Structure
Tracking Grievances	Managers via Self-service
Record the Type of Action Taken	Annual Incentive
EMPLOYEMENT DEVELOPMENT	BUDGETING
Succession Planning	Budget Creation
Track Multiple Languages	Budget Modification
Career Plan	Budget Management
Multiple Education Information	Budget Auditing
Track Data	Budget General Information
Employee Relations	Budget Reporting Functions
Employment Development	BENEFITS ADMINISTRATION
Public Sector Retirement Plans	Benefis Plan Maintenance
Center Contribution	Benefit Contracts
Elgbilty Indicator	Employee Costs
Benes History	Multple Beneft Ptans
MULTIPLE beneficiary records	Benefit Eigity Data
‘COBRA Support	Employee Status
ERISA Support	Multiple Companies
Paid Time Off	Varies Benefis
User-defined Carryover Rules	Benefi/Deduction Plans
Track Employee's Leave History	Tracking
Benefits Reporting	Multiple Types of Insurance
Benefis Administration » Desirable Functions	Enrollment Capabilities
Health Plans	Benefits Enrollment Information
Dental Plans	Employee Self Service Facities
Plan Based Credits	Lite Events
Price Based	Track Benefits & Information
Flexible Benefits Information	Employee Data Maintenance
‘On-ine Data Capture	Mainienance Functions
Reporting & Inquiry Functions	Insurance
NON-RESIDENT ALIEN PROCESSING	Automatic Payroll Deduction
‘Check Employment Requirements	Calculate Contribution
Tax Compiance/td>	Elgiilty Criteria
Foreign Tax Tables <	Deduct Premiums
HISTORICAL INFORMANTION LOG	Beneficiary Data
Historical Data	Benefis Processing
	‘Worker Compensation
	Reports
	Benefits Accounting




	...and Many Other Criteria
*E-COMMERCE*
*Non-Mfg ERP Ecommerce Functions:*
Web Site Development Resources	Mobile Apps
Ecommerce Dashboards	Ecommerce Apps
Saas/Cloud Security	Cloud Configuration
Requirements Analysis	Drop Shipping Items
Shopping Cart	Detail Design Plan
Product Page Creation	Web Portal
Site Management Tools	Temporarily Hide Product
Document Management	Cloud Administration
Cloud Administration	Event Management
Implementation	Document Capture (Ingestion)
Web Content Management	Document Retrieval
Fraud Control	Tax Settings
Workflow	Multi-Currency
Multi-Language	Web Site Hosting
Multi-Store	Visitor & Traffic Analysis
Out of Stock Products	Training
	...And Many More
*BUSINESS INTELLIGENCE SOFTWARE FEATURES*
*Non-Manupacturing ERP with BI included:*
Machine Learning	Self-Service BI Capabilities
Job Growth Report	Visualizations Dashboards
Ranking Reports	Machine Learning Dashboards
Executive BI Dashboards	Data Warehouse
Financial Summary Report	Report Scheduling
Operational Reports	Ad-hoc Reports
Interactive Reports	Geospatial Mapping
Semantic and Text Analytics	System Administration
Scalability & Performance	Online Analytical Processing (OLAP)
BI Informanation Delivery	OLAP Fundionality
Predictive Analysis	Populate Cubes
In-Memory	MOLAP
Versions of R	Time Period Analysis
Configuration	Attribution Analysis
Predictive Modeling	3rd Party OLAP
Techniques Modeling	OLAP Integration
Analysis Creation & Maintenance	OLAP Reporting
Association Algorithms	OLAP Viewing
Regression Algorithms	Slice & Dice
Decision Tree Algorithms	Charting Capabilitirs
Data Mining Algorithms	User-Defined Functions
Data Visualization	Vizualization & Exploration
Visualization Charts	Data Delivery
What-If Analysis	Data Exploration
Machibr Learning (ML) Algorithm in R	Design & Analysis
ML Algorithm Types	Architecture & Administration
Overall Data Analysis	Data Loading and Testing
Big Data with Hadoop Criteria	On-Demand Querying and Reporting
Analytics Ready	Data Lineage Reporting
In-Hadoop	Multi-Dimensional Analysis
Hadoop Ecosystem	Transperant Aggregate
Distributed Files	Graphical Support
Document Data Model	Advanced Query & Reporting
Benchmarking	Prompt Types
Distributions	Business Complexity
Visual "Drag and Drop"	Charting Functions
Data Access	Business Layout Capabilities
Datasets	Product Reporting
Team Collaboration	Modifiadle SQL
Big Data Integration	Human Readable
Data Ingestion	Managed Automated Reporting
NoSQL Databases	Operation Reports
Big Data Preparation & Modeling	Interactive Reporting
Unstructure Data	Slice a Data Cube
Ready-to-Go Analysis Data	Dice a Data Cube
MapReduce Fundions	Self-Service Reporting
Hadoop Task	Filer
Big Data Visualization & Exploration	Sort
Hadoop Performance	Analysis
Location Intelligence	Visualize
Dashboard Functions	Collaboration
Dashboard Layout	Surveys Tracking
Dashboard Presentation	Site Templates
Dashboard Alerts	Wiki Key Features
Dashboard Interactivity	Document Libraries
Executive Dashboard	Member Groups
What-If Analysis Dashboard	Discussion Board
Visualization Dashboard	Web Conferencing
Accounts Receivable	Workflow Processing
Sales Revenue Analysis	User Interface
Sales Summary Dashboard	Process Design Tools
Delays Dashboards	Process Definition Capabilities
Machine Learning Dashboard	Routing Rules
Modile BI	Event Response Functions
Platform Capabilitirs	Business Continuity Plan
Breadcrumbs Bar	Catastrophes
Navigation Bat	Crisis Action Plan
Workflow	Backup Supply
Security Policies	Data Migration and Conversion
Intelligent Alerts	Cloud Administration
Portal Management	S80 Support
Virtualization	Adminstrative Tools
Access Privileges	System Configuration
Account for Colorblindness	Enterprise Integration
Personalization	OLE/ODE Support
Regulations	Programming Interface
Artifiction Intelligence	Security
Computer Vision	Saas/Cloud Security
Intelligent Data Capture	Core Application
Document Clustering	Security Controls
Semantic Technology	Security Management
Enterprise Content Management	Golbal Functions
Document Capture	Document Entry
Scanning OCR	Data Processing
Document Retrieval	Search Functions
SYSTEM GLOBAL ISSUES
Correctly configured operating system functions is a key to select non-mfg ERP correctly!
Multiple Companies	User Compatibility
Multiple Locations	Userdefines Fields
Multiple Currancies	Online Help Issues
Multiple Languagies	Process Customization
Operating Systems	Software Usability
Systen Fault Tolerance	User Insterface
Scalability Issues	Document Database
Vendor Data Center	User Defined Features
General Reporting	Customizable Online Help
Service Level Requiorements	Customizable Screenes
Service Level Agreements (SLAs)	Field Level Control
External System Integration	System Platform Issues
Data Export Formats	Software Product Identification
Integration Levels	Proposed Product History
Web Services Integration	System Functional Categories
Web Enabled Functions	Glodal Performance & Scalability
Web Site Integration	Data Integration Standards Supported
Administration	End User Environment
Site Capabilities	Bookmark Data
Content Management	Bookmark Analysis
Navigation	Workgroup Capabilities
Search Functions	Security Measures
Workflow	Data Integration
Browsers Suported	Integration Development Environment
Web Security	Integration Connectivity
Cloud Configuration	Metadata Management
Business Process Analysis	Wizard Driven Facility
Current State Assessment	Metadata Driven Deployment
Transition Planning	Change Analysis
HELP HELP
Help Desk Functions	Help Knowledge Base
System Global Issues	Client Access
General Reporting	Email Integration
Help Desk Reporting	ITIL Configuration Mgmt
Service Level Requirements	Client Maintenance
Service Level Agreements	Contact Maintenance
External System Integration	Inventory - Asset Mgmt
Time and Expense Tracking	Cloud Configuration
IT Asset Inventory	Document Management
Software Usability	Asset Service Tracking
Web Functionality	Agent Issues
Incoming Call Functions	Business Continuity Plan
User Defined Features	Call Processing
Cloud Administration	Transition Planning
Escalation Capabilities	SaaS/Cloud Security
Client Web Interface	Help Desk Mobile Apps
User Compatibility	Web Enabled Functions
Help Desk Dashboards	Help Desk Staff Access
	Many More...

Precisely identify all software requirements and user needs using this comprehensive ERP software requirements checklist. This unique software checklist presents over 4,000 of features and functions, combined with full Fit-GAP analysis, to ensure your organization's specific Non-Manufacturing ERP requirements are identified completely. This includes the hidden "exception case" requirements could be lurking in any organization's business processes and operating procedures. Some examples are rules that start with "We've always do it that way except...", or similar. This software requirements checklist tool will help you identify those hard-to-find, critical software requirements that must be addressed if a new system is to be implemented on-time and on-budget. NEW - Quickly identifuy and view End-to-End (E2E) Business Process needs!

This non-manufacturing ERP requirements checklist includes hundreds of criteria, tasks, and processes, and is certified to cover all industry standard requirements. The main Table of Contents shown below illustrates the broad range of requirements included.

BBB Details

The "Importance Level" column enables you to easily specify HOW IMPORTANT each requirement is to your company in a consistent and quickly sorted way. You can choose between the Importance Level options that best fit your project needs. Use 1 - 5, with 1 being not important at all, or the ones currently shown below - Mandatory, Planned, Nice to Have, etc..

The next column to the right, titled "GAP" below, enables you to designate just WHERE, WHEN, and HOW MUCH of a GAP exists between your organization's current needs and and the contract software system currently in use, and just as importantly, WHY. (See HOW Fit-GAP Analysis works and its benefits!)

The column titled "CATEGORIES" below, enables you to designate just WHY a GAP exists, i.e., is it because of a ERP software deficiency or a workflow/procedural problem. This knowledge is very useful when integrating a new software system with current business processes.

The column titled "REQUIREMENTS" below, enables you to designate the TYPE of GAP that exists between your organization's current Non-Manufacturing ERP needs and the software and/or the processes currently in use.

FREE Fit-GAP Analysis Template.
This customizable template includes all the above functionality plus many global, foundation level business functions useful in any software project. It will enable you to easily perform a comprehensive FIt-GAP analysis.

Non-Manufacturing ERP Requirements Toolkit

Detail Criteria with Fit-GAP Matrix

Non-Mfg ERP System Requirements Template

Features needed for effective non-manufacturing ERP software system:

Non-Manufacturing ERP software IM features:

Can Non-Manufacturing ERP system address costs:

ERP Manufacturing with TA software included:

Non-Manufacturing ERP software with these Payroll criteria:

Non-Mfg ERP system with these Accts Receivable functions:

Non-Mfg ERP with needed Accts Payable features:

Non-Manufacturing ERP with GL functions:

Non-Mfg Mfg ERP CRM functions:

Can the HR features and functions address these:

Non-Mfg ERP Ecommerce Functions:

Non-Manupacturing ERP with BI included:

Non-Mfg ERP Software Features and RFP Template

Identify Non-Mfg ERP Requirements, RFP, & Comparison

Non-Manufacturing ERP Software Requirements Checklist - $379.00		Secure Checkout
Unlimited Staff Users - Unlimited Vendor Responses Non-Mfg ERP Criteria Updates Made Available for Six (6) Months