ERP Specification Checklist - SAMPLE

Copyright - Alto CIM Services Ltd.

4.1

STANDARD INVOICING

A

Stage payments with auto-deduction

B

Pre-payments allowed

C

Order based invoicing, released when order
shipped

D

Date based invoicing, released at pre-
defined intervals or on a fixed date.

E

Allow consolidated invoicing

F

Invoice based on sales order price,
quotation or cost plus.

G

Credit note values automatically calculated
in consolidated invoices.

H

Automatic generation of invoices and
numbers

I

Ability to raise invoices manually (in
automated system)

J

Ability to manually adjust invoices

K

Automatic adjustment for surcharges and
fees

4.2

PRO-FORMA INVOICING

4.3

CASH RECEIPTS

A

Immediate journaling for cash sales

B

Month end journaling as normal

C

Ability to add notes/comments with
payment

D

Cash payment against multiple orders

E

Partial payments allowable

4.4

CUSTOMER DETAILS

A

Import all details direct from CRM package

B

Ability to set credit limit

C

Language flag to automatically create e-
mail / letters / invoices in appropriate
language

D

Currency flag

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