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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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Online Requirements Features and Functions



  • Specifies report rows as a set of accounts defined by an account range

  • Defines control break on any component of a qualified account number, such as by department

  • Specifies report rows as a set of accounts defined by a mask on the account number

  • Specifies report rows as a set of accounts defined by a department (summary or detail) in a financial report structure

  • Specifies report rows as a set of accounts defined by account balances that meet specified conditions

  • Creates report rows using a separate file of row specifications that links particular accounts to individual rows

  • Indicates column width using column specifications

  • Column specifications indicate the beginning column position on the report, up to 196 column positions

  • Column specifications indicate editing options, including currency symbols and commas

  • Column specifications indicate options to edit data, including thousands of dollars

  • Column specifications indicate options to edit data, including specified number of decimals

  • Column specifications indicate options to edit data, including reporting negatives in parentheses

  • Column specifications indicate options to edit data, including where to select column information such as current year actuals

  • Column specifications indicate options to edit data, including where to select prior year actuals

  • Column specifications indicate options to edit data, including budget version number

  • Column specifications indicate options to edit data, including where to select column information such as period format by YTD balances

  • Column specifications indicate options to edit data, including where to select column information, such as periods in the current or prior year

  • Column specifications indicate options to edit data, including where to select column information such as forecasted year end amount (actual plus budget)

  • Column specifications indicate options to edit data, including where to select column information such as quarterly balances

  • Column titles that span several columns and contain up to four lines of description

  • Allows particular rows or columns to be defined as the sum or difference of two other rows/columns

  • Enables an entire new report specification to be set up by copying an old one

Financial Reporting Features and Functions
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