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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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Processing Requirements Features and Functions



  • Allow either open item or balance forward processing of receivables

  • Compute late charges for customers not paying within a defined time period

  • Provide a purge process that moves accounts receivable master file records to a history file

  • Consolidate multiple-location customer billings into a single open item, due from one paying location

  • Inter-company receivables are processed and accounted for

  • For reporting purposes accept cash sales as a specially coded receivable and cash receipt

  • Automatically balances the A/R master file and checks the total file balance against the accounts in the G/L master file

  • The A/R master file internally balances individual open item A/R records against corresponding account balances in the customer master file, automatically, and reports exceptions

  • Issuing invoices for percent complete

  • Allows for backorders and changes

  • Manages foreign trade zones

  • Consignment invoicing and tracking

  • Receivables can be sold to a third party and can be identified as non-qualified in user-defined fields

  • Tracks advance payments and down payments, and posts them to A/R when the sale is taken

Accounts Receivable Features and Functions
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