ERP Specification Checklist - SAMPLE
Copyright - Alto CIM Services Ltd.
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4.5
MULTIPLE SHIP-TO LOCATIONS
4.6
LINK TO CRM MODULE / SALES ORDER
PROCESSING / GENERAL LEDGER /
INVENTORY
PROCESSING / GENERAL LEDGER /
INVENTORY
4.7
CREDIT SCORING
4.8
CREDIT CONTROL
A
Send letter automatically when overdue
B
Different standard letters for variable
overdue trigger points (Eg letter 1 at 1
month overdue, letter 2 at 6 weeks)
overdue trigger points (Eg letter 1 at 1
month overdue, letter 2 at 6 weeks)
C
Set lower value limit below which letters are
not sent
not sent
D
Link to e-mail programme / CRM package
4.9
SALES FORCE COMMISSIONS
4.10
MULTI-CURRENCY SUPPORT
4.11
MULTI-LANGUAGE SUPPORT
4.12
STATEMENTS
A
User specifiable interval between
statements by customer
statements by customer
B
Value trigger below which no statement is
issued
issued
C
Optional selected by customer
D
Notes facility for display on statement
E
Format options selectable by customer eg
breakdown by order number, ship to
address, show partial payments etc.
breakdown by order number, ship to
address, show partial payments etc.
4.13
TAXATION
A
Variable tax rate by commodity
B
Variable tax rate by country
C
Variable tax rate by postal code
D
Links to external tax rate calculation (USA
geographies)
geographies)
4.14
INVOICE TRIGGERING
A
Triggered by transaction to claim item on
sales order
sales order
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