| ベンダー・ショーケース \\ 個別（設計）生産 \\ Microsoft Dynamics AX \\ 評価参考資料 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
  評価参考資料 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Dynamics AX Rating displays the level of support for functionality and services provided by Dynamics AX by Microsoft. | |
Average Competitor Rating displays the average level of support for functionality and services provided by all of the vendors within TEC's knowledge base. | |
Competitor with the Lowest Rating is a real product or service solution. It indicates the overall lowest level of support for functionality or services (based on TEC's model of Engineer-to-Order (ETO ERP) solutions). | |
Competitor with the Highest Rating is a real product or service solution. It indicates the overall highest level of support for functionality or services (based on TEC's model of Engineer-to-Order (ETO ERP) solutions). |
*To learn more about criteria rating definitions please consult the Engineer-to-Order (ETO ERP) Rating Guide
| Module | Total Criteria | Dynamics AX by Microsoft | Lowest Rated Competitor for Engineer-to-Order (ETO ERP) | Highest Rated Competitor for Engineer-to-Order (ETO ERP) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| FINANCIALS Includes:General Ledger; Accounts Payable (A/P); Fixed Assets; Cost Accounting; Cash Management; Budgeting; and other | 999 | 897 | 31 | 71 | 95.82 | 877 | 23 | 58 | 92.31 | 996 | 0 | 3 | 99.77 |
| HUMAN RESOURCES Includes:Personnel Management; Benefits; Payroll; Employee Self-Service; Data Warehousing; Health and Safety; and other | 439 | 423 | 2 | 14 | 98.88 | 170 | 0 | 76 | 42.98 | 413 | 0 | 24 | 97.88 |
| MANUFACTURING MANAGEMENT Includes:Product Costing; Shop Floor Control; Field Service and Repairs; Production Planning; Project Management; ETO Project Management; and other | 1158 | 1000 | 18 | 116 | 94.74 | 523 | 248 | 277 | 62.39 | 1085 | 28 | 45 | 97.32 |
| INVENTORY MANAGEMENT Includes:Inventory Management--Online Requirements; Processing Requirements; Data Requirements; Reporting and Interfacing Requirements (Inventory Management); Locations and Lot Control; Forecasting; and other | 219 | 183 | 3 | 33 | 95.05 | 111 | 61 | 12 | 64.93 | 214 | 3 | 2 | 98.81 |
| PURCHASING MANAGEMENT Includes:Profile of Suppliers; Rating of Suppliers; Requisitions and Quotations; Purchase Orders (POs); Pricing; Vendor Contracts and Agreements; and other | 275 | 203 | 0 | 57 | 90.71 | 162 | 76 | 22 | 75.42 | 270 | 0 | 5 | 99.45 |
| QUALITY MANAGEMENT Includes:Quality Management; Workflow Management; | 40 | 23 | 0 | 6 | 70.5 | 0 | 0 | 29 | 43.5 | 37 | 0 | 3 | 97.75 |
| SALES MANAGEMENT Includes:Online Requirements (Sales Management); Reporting and Interfacing Requirements (Sales Management); Available-to-Promise (ATP); Pricing and Discounting; Customer Service and Returned Goods Handling; Customer Relationship Management (CRM) and E-Commerce Requirements; and other | 265 | 222 | 0 | 43 | 95.49 | 160 | 45 | 25 | 71.02 | 262 | 0 | 3 | 99.62 |
| PRODUCT TECHNOLOGY Includes:Architecture; User Interface; Platforms; Application Tools; Workflow and Document Management; Reporting; and other | 336 | 267 | 3 | 66 | 82.13 | 192 | 29 | 91 | 63.9 | 272 | 2 | 56 | 88.99 |
Financials
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Financial system modules for bookkeeping and ensuring accounts are paid or received on time.
*To learn more about criteria rating definitions please consult the Engineer-to-Order (ETO ERP) Rating Guide
| Module | Total Criteria | Dynamics AX by Microsoft | Lowest Rated Competitor for Engineer-to-Order (ETO ERP) | Highest Rated Competitor for Engineer-to-Order (ETO ERP) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| GENERAL LEDGER Includes:Parameters and Structuring; Chart of Accounts Structure; Ledger Development and Management; Enterprise Reporting Structure; Journal Entry and Reporting; Journal Vouchers; and other | 314 | 286 | 1 | 27 | 96.99 | 298 | 8 | 8 | 97.68 | 314 | 0 | 0 | 100 |
| ACCOUNTS PAYABLE (A/P) Includes:Policies and Procedures; Supplier Master Data; Invoice Process and Aging; Journal Invoice Process; A/P Ledger Posting; Control of Payments; and other | 235 | 217 | 9 | 9 | 96.68 | 219 | 0 | 16 | 97.49 | 235 | 0 | 0 | 100 |
| FIXED ASSETS Includes:Records for Fixed Assets; Asset Transactions; Depreciation of Assets; Depreciation Books; Tax Reports; | 89 | 78 | 2 | 9 | 94.94 | 85 | 0 | 4 | 95.51 | 88 | 0 | 1 | 99.66 |
| COST ACCOUNTING Includes:Cost Data; Cost Allocations; Cost Allocation Processing; Management of Costs; | 49 | 49 | 0 | 0 | 100 | 42 | 7 | 0 | 91.43 | 49 | 0 | 0 | 100 |
| CASH MANAGEMENT Includes:Up-to-date cash balance report; Projects cash resources from sales, A/R, field services, and miscellaneous cash; Projects cash utilization from purchasing, A/P, and miscellaneous cash; Checks committed funds against cash reserves or availability; Updates and maintains pay date schedule; Reports cash projections; and other | 16 | 15 | 0 | 1 | 98.12 | 16 | 0 | 0 | 100 | 16 | 0 | 0 | 100 |
| BUDGETING Includes:Budget Control; Budget Accounting; Budget Development; Budgets; Allocation of Budgets; | 65 | 59 | 2 | 4 | 96.31 | 64 | 0 | 1 | 98.77 | 65 | 0 | 0 | 100 |
| ACCOUNTS RECEIVABLE Includes:On-line Requirements; Processing Requirements; Data Requirements; Reporting Requirements; Interfacing Requirements; Credit and Collections Management; and other | 105 | 79 | 14 | 12 | 87.81 | 79 | 8 | 18 | 90.19 | 105 | 0 | 0 | 100 |
| FINANCIAL REPORTING Includes:Online Requirements; Miscellaneous; | 34 | 30 | 0 | 4 | 96.47 | 34 | 0 | 0 | 100 | 34 | 0 | 0 | 100 |
| PROJECT ACCOUNTING Includes:Project and Cost Coding Structure; Project Creation; Cost Coding Structure Creation or Maintenance; Transaction Processing; Line Item Data Capture; Reporting Format and Tools; and other | 51 | 51 | 0 | 0 | 100 | 40 | 0 | 11 | 93.53 | 49 | 0 | 2 | 96.08 |
| ETO PROJECT ACCOUNTING Includes:With the ERP software configured to use first in, first out (FIFO) actual costs, and full absorption, simultaneously supports both high volume discrete manufacturing (MPS, MRP, etc.) and project-based/ETO manufacturing.; With the ERP software configured to use Standard costs and full absorption, simultaneously provide full support for both high volume discrete manufacturing (MPS, etc.) and still perform project accounting using actual/FIFO costs for required items; Earned value measurement (EVM) analysis on a percent-of-cost or earned value basis; Support for multiple earned value methods, such as estimate-to-complete, estimate-at-complete (time); Comprehensive real time project reporting to show project status including expected profitability; Visibility of project costs includes project-specific inventory, project-specific freight and taxes, work in progress (WIP), and project-specific items on order; and other | 35 | 27 | 3 | 5 | 90.57 | 0 | 0 | 0 | 0 | 35 | 0 | 0 | 100 |
| PROJECT BILLING Includes:Project billing linked to project milestone completion; Project billing linked to schedule-based project progress; Project billing linked to time and materials; Project billing linked to percent complete; Project billing can be manually set; Support Defence's DD250 Material Inspection Receiving Report (MIRR) form acceptance tracking and billing; and other | 6 | 6 | 0 | 0 | 100 | 0 | 0 | 0 | 0 | 6 | 0 | 0 | 100 |
Human Resources
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Human resources encompasses all the applications necessary for handling personnel-related tasks for corporate managers and individual employees. Modules include personnel management, benefit management, payroll management, employee self service, data warehousing, and health and safety.
*To learn more about criteria rating definitions please consult the Engineer-to-Order (ETO ERP) Rating Guide
| Module | Total Criteria | Dynamics AX by Microsoft | Lowest Rated Competitor for Engineer-to-Order (ETO ERP) | Highest Rated Competitor for Engineer-to-Order (ETO ERP) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| PERSONNEL MANAGEMENT Includes:Recruitment Management; Profile of Personnel; Organizational Structures; Job Position and Wage Profiles; Career Development and Training; Management of Rewards; and other | 106 | 105 | 0 | 1 | 99.25 | 65 | 0 | 41 | 72.08 | 100 | 0 | 6 | 98.3 |
| BENEFITS Includes:Standard Benefits; Profile for Employee Benefit Plan; Administering Benefits; | 24 | 24 | 0 | 0 | 100 | 18 | 0 | 6 | 83.75 | 24 | 0 | 0 | 100 |
| PAYROLL Includes:Profile for Employee Payroll; Earnings and Deductions; Eligibility Parameters; User Balances; Automated Time Sheet; Security and Audit; and other | 70 | 70 | 0 | 0 | 100 | 60 | 0 | 10 | 86.57 | 70 | 0 | 0 | 100 |
| EMPLOYEE SELF-SERVICE Includes:Review and maintain name, address, telephone number, etc., associated with life events; Review or enroll in benefits for open enrollment period; Change benefits related to a life event; Update W4 information such as tax filling status, number of exemptions, and withholding information; View pay stub info: gross pay, taxes, other deductions, net pay, pay period, and year-to-date totals; Maintain dependents and beneficiaries related to life event; and other | 22 | 22 | 0 | 0 | 100 | 11 | 0 | 11 | 61.36 | 22 | 0 | 0 | 100 |
| DATA WAREHOUSING Includes:Staff headcount, movement, and turnover trends analyses and reports; Workforce planning reporting; EEO/affirmative action /disabled employee reporting; Absence and leave accrual reporting; Wage and salary costs data, with detailed breakdowns across, for example, earnings, deductions, and disbursements; Reports on vacancies and the effectiveness of filling them such as time to fill, cost per applicant, and average time of retaining the position; and other | 13 | 12 | 0 | 1 | 97.69 | 9 | 0 | 4 | 80 | 13 | 0 | 0 | 100 |
| HEALTH AND SAFETY Includes:Report and investigate incidents of injury and illness for employees and contractors; Initiation of corrective actions related to an incident; Logging of first aid records and reports; Manage occupational injury and illness claims; Report incidents involving vehicles and equipment; Detect and monitor hazardous conditions (areas) and materials, and exporting them via an interface for further processing; and other | 11 | 3 | 2 | 6 | 72.73 | 7 | 0 | 4 | 70 | 11 | 0 | 0 | 100 |
| AUTOMATED TIME AND ATTENDANCE Includes:AT module operates independently of any built-in payroll system to allow use with outside payroll services; Validated ADP-compliant employee number and department number; Update security by employee; Disallow restating history for a system-defined period of time; Provide upload interface to external payroll package in ADP format; Provide download interface from external payroll package in ADP format (retrieve employee number, name, department info); and other | 20 | 19 | 0 | 1 | 98.5 | 0 | 0 | 0 | 0 | 18 | 0 | 2 | 96.5 |
| WORKFORCE MANAGEMENT Includes:Project Identification; Resource Identification and Classification; Workforce Forecasting and Planning (Supply and Demand); Workforce Gap Analysis; Resource Allocation and Analysis; Project Management and Tracking; and other | 147 | 146 | 0 | 1 | 99.97 | 0 | 0 | 0 | 0 | 133 | 0 | 13 | 96.67 |
| TRAINING Includes:Planning; Administration; | 26 | 22 | 0 | 4 | 98.27 | 0 | 0 | 0 | 0 | 22 | 0 | 3 | 92.69 |
Manufacturing Management
Buy the Engineer-to-Order (ETO ERP) Software Evaluation Report to uncover the details of this analysis.
Kanban is a method of Just-in-Time production that uses standard containers or lot sizes with a single card attached to each. It is a pull system in which work centers signal with a card or other device that they wish to withdraw parts from feeding operations or suppliers. The Japanese word kanban, loosely translated, means card, billboard, or sign, but other signaling devices such as colored golf balls have also been used. The term is often used synonymously for the specific scheduling system developed and used by the Toyota Corporation in Japan. Point-of-use storage/floor stock—keeping inventory in specified locations on a plant floor near the operation where it is to be used.
*To learn more about criteria rating definitions please consult the Engineer-to-Order (ETO ERP) Rating Guide
| Module | Total Criteria | Dynamics AX by Microsoft | Lowest Rated Competitor for Engineer-to-Order (ETO ERP) | Highest Rated Competitor for Engineer-to-Order (ETO ERP) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| PRODUCT COSTING Includes:Item Costing; Costing Activity; Purchase Costing; Costing Calculations; Cost Report and Inventory Accounting; Actual Costing; and other | 105 | 92 | 3 | 10 | 94.86 | 78 | 24 | 3 | 84.76 | 102 | 1 | 2 | 98.86 |
| SHOP FLOOR CONTROL Includes:Flow Manufacturing; Company Calendar; Work Centers and Machines; Orders Dispatching; Production Orders Control and Reporting; WIP Management; and other | 385 | 325 | 4 | 56 | 96.95 | 208 | 60 | 117 | 66.88 | 351 | 14 | 20 | 96.26 |
| FIELD SERVICE AND REPAIRS Includes:Call Management; Service Order Management; Field Service Management; Service Contracts Management; Processing and Statusing; Service Training Management; and other | 119 | 106 | 0 | 13 | 95.97 | 3 | 6 | 110 | 59.75 | 117 | 1 | 1 | 99.24 |
| PRODUCTION PLANNING Includes:Master Production Scheduling (MPS); Rough-Cut Capacity Planning (RCCP); Material Requirements Planning (MRP); Capacity Requirements Planning (CRP) and Work Center Scheduling; | 297 | 272 | 4 | 21 | 97.21 | 184 | 102 | 11 | 78.28 | 276 | 6 | 15 | 97.27 |
| PROJECT MANAGEMENT Includes:Uses control numbers to link materials, inventory, manufacturing activities, etc. to customer orders; Multilevel pegging for materials, inventory, and manufacturing activities; Optional control number for materials, inventory, and manufacturing activities; Transaction tracking by project with online audit trail; Automatically provides full multilevel pegging; Calculates net requirements for projects and contracts (netting logic); and other | 36 | 33 | 3 | 0 | 95 | 0 | 0 | 36 | 0 | 34 | 1 | 1 | 97.5 |
| ETO PROJECT MANAGEMENT Includes:Hierarchy of multiple levels of detail within WBS framework, and includes for each WBS element: resources, schedule, budgeted hours, actuals, etc.; Time-based estimate-to-complete within WBS framework without losing original budget; Two way interface with Microsoft Project for original input of project data and maintenance; Handle WBS updates due to contract changes, etc.; WBS support for tracking of multiple line items, versions, or deliverables; Customer change orders can inherit terms and conditions from the original project but be able to show separate metrics, such as P/L, for the change orders). Provide a way to show the relationship between the original project and any or all change orders.; and other | 16 | 13 | 1 | 2 | 93.12 | 0 | 0 | 0 | 0 | 15 | 0 | 1 | 93.75 |
| PRODUCT DATA MANAGEMENT (PDM) Includes:BOMs structured in a tree chart can be edited and modified; Validates data before it is added to a file or database; Integrates with a CAD or PDM system so part numbers can be added directly into a BOM; Rules to ensure that only available parts are added to a BOM; Reference designators are included with BOMs; PDM workflow; and other | 68 | 59 | 2 | 7 | 96.25 | 22 | 46 | 0 | 59.41 | 61 | 4 | 3 | 95.15 |
| PRODUCT/ITEM CONFIGURATOR Includes:Product variability; Menu selections; Selection constraints; Conditions; Auto planning BOM; Option types; and other | 38 | 37 | 1 | 0 | 98.42 | 28 | 10 | 0 | 84.21 | 35 | 1 | 2 | 96.84 |
| ITEM MASTER, PRODUCT STRUCTURE, PDM AND PLM Includes:2D or 3D CAD system can be used to generate a BOM or partial BOM (one way interface); Two way interface with 2D & 3D CAD systems and BOM; Interface to .DXF .DWG and IGES files; Interface to .SAT and .STEP files; Interface to .SVG and .CGM files; Interface to .VRML and .XGL files; and other | 38 | 37 | 0 | 1 | 99.87 | 0 | 0 | 0 | 0 | 38 | 0 | 0 | 100 |
| ETO MANUFACTURING AND PRODUCTION Includes:Allow work order to process without a detailed BOM and routing; Work orders traceable back to the project number and contract number; Resource tracking and planning by project: manufacturing labor, engineering labor, other non-direct labor; Place work order on hold; Flow down contract-specific requirements to all workorders for a specific contract, or selectively; Grouping, prioritization, and WO scheduling of project-related work-orders; and other | 24 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 24 | 0 | 0 | 100 |
| SHOP FLOOR DATA COLLECTION (SFDC) Includes:Validate entries in real time for errors (less than two seconds); Allow setup of user-defined category codes (e.g. break time, etc.); Damaged material--corrective action and failure analysis available to vendor on-line; Manually enter or option to barcode scan: job start and finish times; Manually enter or option to barcode scan: pass quantity, scrap quantity, indirect labor; Supervisor display: time and attendance (multiple views), exception notices; and other | 32 | 26 | 0 | 6 | 98.28 | 0 | 0 | 0 | 0 | 32 | 0 | 0 | 100 |
Inventory Management
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Solutions for inventory management are used for the record-keeping of goods that are warehoused, and managing the movement of these goods to, from, and through warehouses.
*To learn more about criteria rating definitions please consult the Engineer-to-Order (ETO ERP) Rating Guide
| Module | Total Criteria | Dynamics AX by Microsoft | Lowest Rated Competitor for Engineer-to-Order (ETO ERP) | Highest Rated Competitor for Engineer-to-Order (ETO ERP) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| INVENTORY MANAGEMENT--ONLINE REQUIREMENTS Includes:Maintain item number history of usage, both planned and unplanned, and purged upon a specific date criteria; Provide inquiry and reporting capability for inventory transactions by item number, location, and transaction type.; Provide reporting capability by item number (all transactions since last cycle count); Provide inquiry and reporting capability for inventory transaction summary by from and to dates; Provide inquiry and reporting capability for inventory status by item number and serial number; Provide inquiry and reporting capability for slow moving and obsolete inventory; and other | 29 | 25 | 0 | 4 | 97.41 | 21 | 5 | 3 | 86.21 | 27 | 0 | 2 | 97.24 |
| PROCESSING REQUIREMENTS Includes:Provide for multiple facilities, warehouses, stockrooms, and inventory locations; Kanban inventory management; Flexible assignment of inventory processing by product and part (kanban and point-of-use); Provide allocation of raw material and component inventory to firm planned or open work order locations; Provide for non-nettable inventory locations; Provide for ABC classification of parts, based on order activity, historic usage/cost, or projected usage/cost; and other | 28 | 25 | 0 | 3 | 97.14 | 22 | 3 | 3 | 85 | 28 | 0 | 0 | 100 |
| DATA REQUIREMENTS Includes:Provide product line code information on the inventory master file; Provide item number information on the inventory master file; Provide item description information on the inventory master file; Provide unit of measure information on the inventory master file; Provide effectivity information on the inventory master file (absolute date effectivity may be assigned via item number); Provide effectivity information on the inventory master file regardless of its total product structure usage; and other | 12 | 10 | 0 | 2 | 95 | 10 | 2 | 0 | 90 | 12 | 0 | 0 | 100 |
| REPORTING AND INTERFACING REQUIREMENTS (INVENTORY MANAGEMENT) Includes:Produce system-generated documents for material issues to production runs; Provide reporting of inactive, excess, or obsolete inventory; Provide inventory valuation reporting by item number, product code, warehouse, production facility, distribution center, or stockroom; Provide the ability for a distribution center to run reports or inquiries on inventory status, open order status (sales and production), costs, sales, and quotes for items that only pertain to their specific facility; Reports of inventory by team, planner code, and buyer code; Interface with the general ledger to forward a journal for all inventory adjustments; and other | 9 | 9 | 0 | 0 | 100 | 9 | 0 | 0 | 100 | 9 | 0 | 0 | 100 |
| LOCATIONS AND LOT CONTROL Includes:Set stocking locations for each item as fixed, assigned, manual or assigned by the system; Standard ten-position convention to identify location of items in inventory; A given finished item can be listed simultaneously in multiple stocking places in one site; Users define types to classify storage locations, such as warehouse, store, branch, truck, consigned, return, repair, inspection, department, bulk, or category; Use random locations for storing items; Standard locations for stocking items; and other | 20 | 19 | 0 | 1 | 98.5 | 15 | 5 | 0 | 85 | 20 | 0 | 0 | 100 |
| FORECASTING Includes:Conducts simulation to test policies; Uses beta factor to resolve forecasting errors; Compares actual service levels to service levels specified in policies; Generates initialization and control reports to create and evaluate forecasts; Generates initialization or simulation reports for safety stock; Measures accuracy of forecasts (adjusted or unadjusted); and other | 52 | 43 | 0 | 9 | 94.81 | 25 | 22 | 5 | 71.73 | 51 | 1 | 0 | 98.85 |
| RESERVATIONS AND ALLOCATIONS Includes:Reservation days--time fence between soft and hard allocations; Displays online and in real time resources and inventory that are available in a specific location; Item balances maintained by grade specifications and lot number; Available inventory reduced at time of sales order entry; Customizable rules for reallocating inventory across open orders; Immediate allocation of inventory quantities to backorders; and other | 26 | 20 | 1 | 5 | 91.92 | 2 | 24 | 0 | 44.62 | 24 | 2 | 0 | 95.38 |
| ADJUSTING INVENTORY Includes:Manual adjustments to inventory values; User specifies reason codes for adjusting inventory, such as cycle count or poor quality; Secure access via control number to modify inventory transactions; Displays inventory balance information before and after adjustments; Inventory adjustments tracked for reporting purposes; Authorization on individual transaction level; and other | 8 | 8 | 0 | 0 | 100 | 7 | 0 | 1 | 96.25 | 8 | 0 | 0 | 100 |
| ETO INVENTORY Includes:Support MRP by job or project; Allow shipment of product directly from WIP; Inventory can be segregated, reserved for, and allocated to specific projects; Segregate Inventory by Lot or serial number; Inventory Tracking by Project - project-specific items on order, in inventory, in WIP, in finished goods, customer returns, etc.; Inter-plant Demand - Capture and management; and other | 18 | 13 | 2 | 3 | 88.33 | 0 | 0 | 0 | 0 | 18 | 0 | 0 | 100 |
| CUSTOMER-FURNISHED ITEMS Includes:Ability to segregate CFI/CFE as non-company owned–no journals generated; CFE asset description & asset tag number; CFI/CFE bar code; CFI/CFE serial number; CFE Location (CFI location is handled no different than any other item built into product(s)); CFE "where used" tracks usage by contract, project, and item; and other | 17 | 11 | 0 | 6 | 91.18 | 0 | 0 | 0 | 0 | 17 | 0 | 0 | 100 |
Purchasing Management
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Purchasing management encompasses a group of applications that controls purchasing of raw materials needed to build products and that manages inventory stocks. It also involves creating purchase orders/contracts, supplier tracking, goods receipt and payment, and regulatory compliance analysis and reporting.
*To learn more about criteria rating definitions please consult the Engineer-to-Order (ETO ERP) Rating Guide
| Module | Total Criteria | Dynamics AX by Microsoft | Lowest Rated Competitor for Engineer-to-Order (ETO ERP) | Highest Rated Competitor for Engineer-to-Order (ETO ERP) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| PROFILE OF SUPPLIERS Includes:Fields for supplier data such as shipping methods, item references, and conditions; Suppliers may have more than one address; Store e-mail addresses, web sites, and fax numbers in vendor profiles; Associate items with vendors' descriptions; Code different vendor production lead times, taking into account both supplier lead time and transport time; Bill-to-entity information including currency, bank, account number, and mode of payment; and other | 12 | 11 | 0 | 1 | 97.5 | 11 | 1 | 0 | 95 | 12 | 0 | 0 | 100 |
| RATING OF SUPPLIERS Includes:Year-to-date description of purchases in dollar value, by supplier; Goods delivery times are maintained as statistics for each supplier; Twenty-four month statistical performance data; Average of early days and late days delivery; Rejected salvaged in number and dollar value; Analyzes suppliers' PO fulfillment performance based on significant data points such as cost or price and quality; and other | 13 | 5 | 0 | 8 | 83.85 | 2 | 0 | 11 | 74.62 | 13 | 0 | 0 | 100 |
| REQUISITIONS AND QUOTATIONS Includes:Users can manually enter requisitions, which update along with automatic entries; Procurement system allows multiple line items and delivery schedules; Quality codes included on purchase requisitions; Requisitions can be approved in real time; Processes requests for quotation (RFQ); Manage and update supplier's quotes for particular items; and other | 13 | 11 | 0 | 2 | 95.38 | 4 | 9 | 0 | 58.46 | 13 | 0 | 0 | 100 |
| PURCHASE ORDERS (POS) Includes:MRP requisition converts to a purchase order; Conversion of a planned purchase order to a PO electronically forwarded to vendor automatically; Manually enter and send purchase order; Assigns sequential PO numbers automatically; Purchase order types including standard PO, blanket/contract, subcontract order/operation, purchase request, and return-from-stock; Purchase orders for miscellaneous (non-inventoried) items "Fast Path"; and other | 63 | 51 | 0 | 12 | 95.87 | 47 | 13 | 3 | 86.19 | 63 | 0 | 0 | 100 |
| PRICING Includes:Price and discount table corresponds to individual suppliers and items; Automatic update of an item's record based on the item's most recent purchase price; Orders may be discounted manually or automatically based on the order line; Price adjustments such as quantity discounts are determined from a grade table; Vendor price may be changed for a product class in multiple vendor agreements; Pricing and discounting tables include effectivity dates; and other | 13 | 9 | 0 | 4 | 92.69 | 9 | 4 | 0 | 81.54 | 13 | 0 | 0 | 100 |
| VENDOR CONTRACTS AND AGREEMENTS Includes:Agreements with suppliers may be discounted at different levels including the product level, product class level, and a level for general terms; Agreement number designating common terms; Defines normal contract and special contract types; Contract effectivity dates (start and end); Users may enter agreement start dates (a signal date); Contract terms may specify ranges for delivery dates and quantities; and other | 16 | 9 | 0 | 7 | 97.81 | 7 | 8 | 1 | 68.12 | 15 | 0 | 1 | 98.12 |
| MANAGEMENT OF POS Includes:Entities within a company link to a common legal entity (for example, business units, plants, sites, etc.); Consolidates enterprise-wide purchasing as a central unit; Products classified within a purchase class default to a main vendor; Verifies (and holds if necessary) receiving transactions on the basis of controls defined during purchasing; Internal processing lead times provided based on products and warehouses; Retain PO data for audit purposes (PO with electronic approval); and other | 25 | 22 | 0 | 3 | 96.4 | 18 | 6 | 1 | 84.4 | 23 | 0 | 2 | 97.6 |
| PROCUREMENT REPORTING AND ONLINE REPORTING Includes:Requisition report and query; Purchase order report and query for planned POs and released POs; Purchase order status and follow-up reporting or querying; Purchasing action recommended according to material requirements; User-defined parameters for PO and receipt exception reporting; Released purchase orders traced by part number; and other | 24 | 21 | 0 | 3 | 98.33 | 17 | 7 | 0 | 82.5 | 24 | 0 | 0 | 100 |
| REPEAT PROCUREMENT Includes:Users (with proper authorization) may issue blanket POs for specified items, quantities, and time periods; Includes established effective dates in contract orders and line items; Tracks quantity or dollar value ranges for contracts; Purchasing agent may establish special conditions for delivery by the vendor; PO line items maintain information pertaining to allocation, delivery, and purchase; Shipping and delivery schedules for the vendor reported in physical or electronic formats; and other | 19 | 13 | 0 | 6 | 98.42 | 7 | 10 | 2 | 64.21 | 19 | 0 | 0 | 100 |
| RECEIPTS FOR PROCUREMENT Includes:Reports information on goods reception; Receipt order or receipt number; Creates receipts based on the contract or project; Multiple POs may be grouped as a single receipt for one shipment; Automatically numbers receipts in sequence; Calls up PO receipts in real time and updates inventory data; and other | 30 | 23 | 0 | 7 | 95.5 | 17 | 10 | 3 | 76.33 | 30 | 0 | 0 | 100 |
| ONLINE REQUIREMENTS FOR PURCHASING MANAGEMENT Includes:Create and use blanket purchase orders; Provides a reference to a contract or master agreement; Create multiple releases, each relieving a committed amount; Multiple release capability at the line item level; Provides a reference to the blanket purchase order that yielded a particular PO; Manual instigation of purchase requisitions; and other | 14 | 11 | 0 | 3 | 97.14 | 11 | 2 | 1 | 89.29 | 13 | 0 | 1 | 97.86 |
| REPORTING AND INTERFACING REQUIREMENTS FOR PURCHASING MANAGEMENT Includes:Print open PO detail information by vendor, item number, due date, or dollar value; Generate past due reports by vendor or item number in due date sequence; Automatic reminder for overdue shipments sent to vendors via fax or e-mail; Print a vendor performance report based on shipment and purchasing history; Print a vendor performance report based on showing late deliveries (days late); Print a vendor performance report based on orders placed; and other | 18 | 17 | 0 | 1 | 98.33 | 12 | 6 | 0 | 80 | 17 | 0 | 1 | 98.33 |
| ETO PURCHASING MANAGEMENT Includes:Allow purchase of material directly to a job or project; purchase items are traceable back to the project and/or contract; Supports project grouping of purchases for economies of scale; flow down contract-specific requirements, including government contract # and priority rating, to all components purchased for a contract, or selectively; Supplier control and rating; Create a BOM directly from the purchase order; and other | 15 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 15 | 0 | 0 | 100 |
Quality Management
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*To learn more about criteria rating definitions please consult the Engineer-to-Order (ETO ERP) Rating Guide
| Module | Total Criteria | Dynamics AX by Microsoft | Lowest Rated Competitor for Engineer-to-Order (ETO ERP) | Highest Rated Competitor for Engineer-to-Order (ETO ERP) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| QUALITY MANAGEMENT Includes:Defective or excess material return processing must update on-hand; Damaged material--corrective action and failure analysis available to vendor on-line; Flags need to perform inspection of a specific item or a supplier's items; Receives items and records as “inventory on hold” when quality inspection is pending; Identifies items awaiting or in process of inspection through an online query; Validates inspection disposition using criteria that specify inspection process; and other | 29 | 23 | 0 | 6 | 97.24 | 0 | 0 | 29 | 60 | 26 | 0 | 3 | 96.9 |
| WORKFLOW MANAGEMENT Includes:Lot number traceable back to affected projects/contracts; Serial number traceable back to affected projects/contracts; Document management with full work flow for creation, release, and approval process; Workflow applies to sign-offs on projects, drawings, ECNs, POs, vendor invoices, etc.; Message filters and rules for input functions with overrides. For example, the purchase order number is open for ten pieces and the packing list is for fifteen pieces--a message would appear and someone would have to clear it.; Corrective action--conformance of material, tracking, and management; and other | 11 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 11 | 0 | 0 | 100 |
Sales Management
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Sales Management encompasses a group of applications that automates the data entry process of customer orders and keeps track of the status of orders. It involves order entry, order tracing and status reporting, pricing, invoicing, etc. It also provides a basic functionality for lead tracking, customer information, quote processing, pricing & rebates, etc.
*To learn more about criteria rating definitions please consult the Engineer-to-Order (ETO ERP) Rating Guide
| Module | Total Criteria | Dynamics AX by Microsoft | Lowest Rated Competitor for Engineer-to-Order (ETO ERP) | Highest Rated Competitor for Engineer-to-Order (ETO ERP) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| ONLINE REQUIREMENTS (SALES MANAGEMENT) Includes:Accommodate an order type for a new order or quote; Status field for new quotes or orders (specifies whether it's a new order or quote); Creates order from quote and retains quote reference identification (for all new orders or quotes); Create an order from only selected lines of the quote; Decrease the amount quoted; Allow for customer account and sales order status on-line by customer name or number or by sales order number; and other | 42 | 40 | 0 | 2 | 99.4 | 38 | 2 | 2 | 94.05 | 41 | 0 | 1 | 99.29 |
| REPORTING AND INTERFACING REQUIREMENTS (SALES MANAGEMENT) Includes:Accommodate processing and printing of invoices, reports, and shipping; Print billing reports by product, invoice number, and customer; Report daily unit and dollar bookings, by item number, by customer and customer type, with month to date (MTD) totals.; Report daily unit and dollar billing/shipments, by item number and by customer with MTD totals and sort by product group; Report booking history (units) by month, displaying each of the twelve months with a total; Report billing and shipment history (units) by month, displaying each of the twelve months with a total; and other | 49 | 30 | 0 | 19 | 88.37 | 41 | 4 | 4 | 92.65 | 48 | 0 | 1 | 99.39 |
| AVAILABLE-TO-PROMISE (ATP) Includes:Allocation reports specify total demand, and on-hand stock, as well as sales order sequencing; Schedule views for available-to-promise items; Available-to-promise scheduling can be viewed by time period and by allocation; Imports available-to-promise quantities and dates into sales order; Available-to-promise items are specified automatically by the system; Available-to-promise items are specified according to capacity; and other | 10 | 10 | 0 | 0 | 100 | 4 | 5 | 1 | 67 | 10 | 0 | 0 | 100 |
| PRICING AND DISCOUNTING Includes:Manual discount entry for single items or for invoice as a whole; Automatic order discounting by buying agreement; Discount templates by product family; Discounts are based on amount, applied by header, or associated with contract lines; Promotion discounts can be associated with products or product groupings; Assigns begin-by and end-by dates for promotional discounts; and other | 77 | 72 | 0 | 5 | 98.05 | 50 | 23 | 4 | 80.52 | 77 | 0 | 0 | 100 |
| CUSTOMER SERVICE AND RETURNED GOODS HANDLING Includes:Customizable enquiry procedures; Provides real-time product inventory and delivery status; Order inquiry link to manufacturing status, capacity, ATP yield, and inventory status; Access of customer and customer order information through a single screen, including open orders; order details, status, and history; invoicing, credit details, and payment application; Invoices can be viewed or modified online; Partial shipment against purchase order; and other | 29 | 21 | 0 | 8 | 92.41 | 13 | 6 | 10 | 55.52 | 29 | 0 | 0 | 100 |
| CUSTOMER RELATIONSHIP MANAGEMENT (CRM) AND E-COMMERCE REQUIREMENTS Includes:Provide the ability to store and report forecasted sales based by salesperson and territory as well as based on the probability and projected closing date for each sale; Provide a period by period trend report of historical sales and salesperson activity based on past performance; Provide a report of the forecast error based on past forecasts compared with past actual sales results; Automatically generate a call or mail list based on a selection of any combination of database elements in the list database; Provide call history for the customer; Provide hot key access to customer account information; and other | 23 | 20 | 0 | 3 | 96.96 | 14 | 5 | 4 | 80.43 | 22 | 0 | 1 | 98.26 |
| CUSTOMER SUPPORT Includes:Manage customer support work order types (field service, installations, returns, and MRO); Standard operations for customer support jobs; Allow planning and sharing of production resources for customer support workorders. Allow visibility and scheduling of shared-resource customer support workorders on production planning tools; Track cost of service by part number and serial number.; Track install, warranty, and service costs by project (single period, YTD, FY or entire project); Track warranty, non-warranty customer return, or maintenance, repair & overhaul (MRO) orders by product type; and other | 8 | 3 | 0 | 5 | 83.75 | 0 | 0 | 0 | 0 | 8 | 0 | 0 | 100 |
| SALES MANAGEMENT AND QUOTATION Includes:Ability to track sales orders by contract or by project; Allow entering an order for a custom item without engineering first creating the item part number; Support generation of a sales order and a workorder from a quote; Express cost of quoted item as ASSY1 + ASSY2 +…+ arbitrary buckets of time or money. Costs of ASSYx can be based upon choice of actuals or a previous quote; Same as above except ASSY1 +/- ASSY2... +/- … i.e. quantities can be negative; Same as above except ASSY1 +/- material only (not labor or outside processes) of ASSY2... +/- labor only (not material or outside processes) of ASSY3… (selectively include portions of item cost); and other | 27 | 26 | 0 | 1 | 98.89 | 0 | 0 | 0 | 0 | 27 | 0 | 0 | 100 |
Product Technology
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This category defines the technical architecture of the product, and the technological environment in which the product can successfully run. Criteria include product and application architecture, software usability and administration, platform and database support, application standards support, communications and protocol support and integration capabilities. Relative to the other evaluation criteria, best practice selections place a lower relative importance, on the product technology category. However, this apparently lower importance is deceptive, because the product technology category usually houses the majority of the selecting organization's mandatory criteria, which usually include server, client, protocol, and database support, application scalability and other architectural capabilities. The definition of mandatory criteria within this set often allows the client to quickly narrow the long list of potential vendors to a short list of applicable solutions that pass muster relative to the most basic mandatory selection criteria. During the process of product selection a great deal of attention is given to the functional capabilities of the software being evaluated. While this aspect is obviously important, ignoring the technical mechanisms by which the software actually operates can be fatal to a project.
*To learn more about criteria rating definitions please consult the Engineer-to-Order (ETO ERP) Rating Guide
| Module | Total Criteria | Dynamics AX by Microsoft | Lowest Rated Competitor for Engineer-to-Order (ETO ERP) | Highest Rated Competitor for Engineer-to-Order (ETO ERP) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| ARCHITECTURE Includes:Data Integration Technologies; Messaging Protocols; Device Interfaces; Architectural Foundation; Web Enablement; Organizational Structure; and other | 261 | 222 | 0 | 39 | 87.49 | 163 | 28 | 55 | 70.5 | 213 | 1 | 47 | 91.8 |
| USER INTERFACE Includes:User Configurability; | 8 | 7 | 0 | 1 | 96.25 | 7 | 0 | 0 | 87.5 | 8 | 0 | 0 | 100 |
| PLATFORMS Includes:Database; Servers; Client; | 33 | 8 | 0 | 25 | 24.24 | 6 | 0 | 22 | 18.18 | 18 | 0 | 9 | 54.55 |
| APPLICATION TOOLS Includes:Application development tools; Application management tools; Process Modeling and Updating; Business Model Generation; | 21 | 18 | 3 | 0 | 91.43 | 9 | 0 | 12 | 42.86 | 20 | 1 | 0 | 97.14 |
| WORKFLOW AND DOCUMENT MANAGEMENT Includes:Messaging; Workflow; E-mail; Document management; Electronic commerce; Automatic creation of to-do list; and other | 6 | 5 | 0 | 1 | 95 | 4 | 1 | 1 | 83.33 | 6 | 0 | 0 | 100 |
| REPORTING Includes:Reports available online; Local report printing (not centralized printing and distribution); Ad hoc inquiry capability from within the ERP product; Active or inactive status; Out-of-the-box reporting (canned reports) capabilities; Query/reporting writing tools (including drag and drop, SQL); and other | 7 | 7 | 0 | 0 | 100 | 3 | 0 | 1 | 52.86 | 7 | 0 | 0 | 100 |
Engineer-to-Order (ETO ERP) Rating Guide
| Sup | - Supported. |
| NS | - Not Supported. |
| Oth | - Aggregate of other ratings. |
| Rating | Value | Description |
| Add-on Partner | 80 | Supported via add-on products offered by partners |
| Customization | 40 | Supported via customization (changes to the source code) |
| Future Release | 20 | Supported in a future release |
| Modification | 70 | Supported via modification (screen configurations, reports, GUI tailoring, etc.) |
| Not Supported | 0 | Unsupported |
| Supported | 100 | Supported as delivered out-of-the-box |
| Supported by Partner | 95 | Supported via an integrated partner solution |
| Third Party Support | 60 | Supported via a third party |
