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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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Transaction Data for Each Customer Features and Functions

Includes historical and current transaction data



  • Balance forward or open items

  • Last account activity

  • Last payment amount

  • Last payment date

  • Year-to-date payments

  • Number of invoices this year-to-date

  • Number of invoices last year

  • Amount billed this year-to-date

  • Amount billed last year

  • Number of times past due this year

  • Number of times past due last year

  • Late payment penalty and interest charges this year

  • Late payment penalty and interest charges last year

  • Write-off date

  • Write-off amount

  • Bad check or bankruptcy information

  • Other user-defined specified fields

Data Requirements Features and Functions
Use this index to search for white papers related to commonly used search terms A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Others 
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