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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Adjustments Requirements Features and Functions



  • Application of credit adjustments for current period

  • Application of credit adjustments for previous periods

  • Application of debit adjustments for current period

  • Application of debit adjustments for previous periods

  • Application of adjustments at any level in the account hierarchy

  • Entering of a free format description of adjustments that appears on a bill instead of, or in addition to, a general description of the adjustment code

  • Adjustments of specific outstanding invoices

  • Adjustment for a specific item of the bill

  • Application of a mass adjustment, using customer parameters such as customer type, service used, and date of subscription

  • Adjustment amount based on authorization level

  • Authorized adjustments and corrections to customer invoices

  • Adjustments and corrections that are performed on a single bill, or group of bills, based on specified criteria. A valid reason is assigned to all adjustments and corrections

  • Automatic correction of bill errors due to erroneous rating, charging, and transaction posting

  • Adjustments that are reflected in real time on the customer account

  • Tracking of adjustments and adjustment requests

  • Audit trail for all adjustments

  • Automatically calculate adjustment according to predefined parameters such as service used, dates used, and percentage of usage

Customer Communication Features and Functions
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