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| index \\ Accounting (ERP for SMB) \\ Epicor Vista \\ Ideal Customer Profile | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
  Ideal Customer Profile | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Vista Rating displays the level of support for functionality and services provided by Vista by Epicor. | |
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 Accounting (ERP for SMB) 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 Accounting (ERP for SMB) solutions). |
*To learn more about criteria rating definitions please consult the Accounting (ERP for SMB) Rating Guide
| Module | Total Criteria | Vista by Epicor | Lowest Rated Competitor for Accounting (ERP for SMB) | Highest Rated Competitor for Accounting (ERP for SMB) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| GENERAL LEDGER Includes:Chart of Accounts; Transaction Processing; Month and Year End Closing; Control Reports; Financial Statements; | 221 | 107 | 0 | 114 | 68.69 | 62 | 0 | 159 | 28.05 | 218 | 0 | 3 | 98.64 |
| ACCOUNTS PAYABLE Includes:Vendor Master File; Purchasing Controls; Data Input; Payables Analysis; Check Writing; Control Reports; and other | 566 | 247 | 0 | 319 | 52.44 | 95 | 0 | 471 | 16.78 | 560 | 0 | 6 | 99.13 |
| ACCOUNTS RECEIVABLE Includes:Customer Master File; Customer Relationship Management; Invoicing; Cash Receipts; Debt Collection; Control Reports; and other | 393 | 182 | 0 | 211 | 57.01 | 93 | 0 | 300 | 23.66 | 362 | 20 | 11 | 96.42 |
| PAYROLL Includes:Employee Files; Human Resource Management; Canadian Payroll Processing; Data Input and Cost Distribution; Payroll Check Writing; Control Reports; and other | 292 | 179 | 9 | 104 | 75.87 | 143 | 0 | 149 | 48.97 | 285 | 0 | 7 | 99.76 |
| INVENTORY Includes:Inventory Master File; Inventory Control/Assembly Systems; Data Input and Cost Distribution; Receiving Activities; Shipping and Withdrawal Activities; Financial Reports; and other | 447 | 252 | 0 | 195 | 65.41 | 17 | 0 | 430 | 3.8 | 435 | 0 | 12 | 98.29 |
| JOB AND PROJECT COSTING Includes:Job Initiation; Data Input and Cost Distribution; Job Control; Cost Analysis and Reports; Job Invoicing; | 298 | 157 | 6 | 135 | 62.23 | 21 | 0 | 277 | 7.05 | 258 | 0 | 40 | 95.34 |
| FIXED ASSETS Includes:Equipment Files; Cost Calculation and Distribution; Reports; | 52 | 34 | 0 | 18 | 86.63 | 0 | 0 | 52 | 0 | 52 | 0 | 0 | 100 |
| ORDER ENTRY Includes:Order Entry (Set Up); Order Receipt; Order Tracking; Shipping; Invoicing; Reports; and other | 415 | 228 | 3 | 184 | 64.41 | 44 | 0 | 371 | 10.6 | 393 | 0 | 22 | 98.48 |
| BUDGETING Includes:Budgeting (General); Review Process; Construction of New Budget; | 30 | 29 | 0 | 1 | 99.67 | 12 | 0 | 18 | 40 | 29 | 0 | 1 | 96.67 |
| MANUFACTURING Includes:Product Costing; Master Production Scheduling (MPS); Material Requirements Planning (MRP); Capacity Requirements Planning (CRP); Shop Floor Control; Quality Control; and other | 192 | 62 | 0 | 130 | 32.29 | 0 | 0 | 192 | 0 | 190 | 0 | 2 | 98.96 |
| MULTINATIONAL ACCOUNTING Includes:Installation and Support; Basic Information; Currency Rate Tables; Transaction Entry; Gain/Loss Reporting; Financial/Management Reporting; and other | 98 | 23 | 0 | 59 | 23.47 | 5 | 0 | 93 | 5.1 | 81 | 0 | 1 | 82.86 |
| GENERAL Includes:VAR/Reseller Channel; Industry Specific Modules; Presale Information; | 134 | 99 | 0 | 35 | 96.34 | 33 | 0 | 101 | 24.63 | 129 | 0 | 5 | 96.57 |
| TECHNOLOGY Includes:Technical Requirements; Control and Audit; Operational Functionality; Reports; | 451 | 237 | 0 | 207 | 74.3 | 103 | 0 | 348 | 22.84 | 382 | 0 | 62 | 84.75 |
General Ledger
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*To learn more about criteria rating definitions please consult the Accounting (ERP for SMB) Rating Guide
| Module | Total Criteria | Vista by Epicor | Lowest Rated Competitor for Accounting (ERP for SMB) | Highest Rated Competitor for Accounting (ERP for SMB) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| CHART OF ACCOUNTS Includes:Chart of Accounts (Set Up); G/L account code (Set Up); Major structures (Set Up); Valid Posting Accounts; Reporting Units; Allocations (Processing); and other | 64 | 30 | 0 | 34 | 52.5 | 4 | 0 | 60 | 6.25 | 63 | 0 | 1 | 98.44 |
| TRANSACTION PROCESSING Includes:Transaction Processing (General); Workflow Period Closing; Batch Layout Configurator; Batch Note Fields; Supporting Documents; Job Cost Adjustments; and other | 56 | 34 | 0 | 22 | 69.46 | 11 | 0 | 45 | 19.64 | 54 | 0 | 2 | 96.43 |
| MONTH AND YEAR END CLOSING Includes:Single period accounting only; Multiple open periods; User defined end of period date; Final period dedicated to closing; Close each module separately; Create journal entry work sheets; and other | 15 | 12 | 0 | 3 | 98 | 5 | 0 | 10 | 33.33 | 15 | 0 | 0 | 100 |
| CONTROL REPORTS Includes:Journals; Transaction Register; Transaction Drill-down; | 14 | 14 | 0 | 0 | 100 | 10 | 0 | 4 | 71.43 | 14 | 0 | 0 | 100 |
| FINANCIAL STATEMENTS Includes:Financial Statements (General); Financial snapshots; Business Unit Financial Statements; Summary Standard Financial Reports; Detailed Standard Financial Reports; Historic Financial Data Maintenance; and other | 72 | 17 | 0 | 55 | 70.28 | 32 | 0 | 40 | 44.44 | 72 | 0 | 0 | 100 |
Accounts Payable
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*To learn more about criteria rating definitions please consult the Accounting (ERP for SMB) Rating Guide
| Module | Total Criteria | Vista by Epicor | Lowest Rated Competitor for Accounting (ERP for SMB) | Highest Rated Competitor for Accounting (ERP for SMB) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| VENDOR MASTER FILE Includes:Vendor Master Set Up; Vendor ID Number; Contract Employees; Vendor Master File Options; Vendor Contracts; Vendor View into A/P Capabilities; and other | 96 | 40 | 0 | 56 | 44.48 | 26 | 0 | 70 | 27.08 | 94 | 0 | 2 | 99.06 |
| PURCHASING CONTROLS Includes:Purchase Order (General); Web Based E-procurement; Trading Exchange Integration; Indirect (MRO) Material Purchase Controls; Purchase Order Types; Purchase Budgeting; and other | 232 | 87 | 0 | 145 | 46.68 | 9 | 0 | 223 | 3.88 | 229 | 0 | 3 | 98.71 |
| DATA INPUT Includes:Data Input (General); Intercompany Processing; Procurement Card Processing; Travel and Entertainment Reporting; Job or Project Expense Posting; Discounts Earned Posting; and other | 65 | 32 | 0 | 33 | 58.15 | 17 | 0 | 48 | 26.15 | 64 | 0 | 1 | 98.46 |
| PAYABLES ANALYSIS Includes:Payables Analysis (General); Automatic Invoice Approval Conditions; Invoice Approval Workflow System; Screen Review of Invoices Due; Single Screen Analysis of All Obligations; Automatic Recalculation of Payment Schedule; and other | 67 | 32 | 0 | 35 | 52.69 | 17 | 0 | 50 | 25.37 | 67 | 0 | 0 | 100 |
| CHECK WRITING Includes:Check Writing Functionality; Bank Account Assignment; Check Format; | 25 | 21 | 0 | 4 | 87.6 | 16 | 0 | 9 | 64 | 25 | 0 | 0 | 100 |
| CONTROL REPORTS Includes:Invoice summary; Transaction register; Sort transaction register by G/L account; Sort transaction register by transaction type; Sort transaction register by vendor; Vendor master changes; and other | 7 | 6 | 0 | 1 | 88.57 | 3 | 0 | 4 | 42.86 | 7 | 0 | 0 | 100 |
| FINANCIAL REPORTS Includes:Miscellaneous A/P Reports; Receiving Report; Open Purchase Order Report; Unvouchered Receipt Report; Cash Requirements Report; Purchase Journal; and other | 74 | 29 | 0 | 45 | 60.27 | 7 | 0 | 67 | 9.46 | 74 | 0 | 0 | 100 |
Accounts Receivable
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*To learn more about criteria rating definitions please consult the Accounting (ERP for SMB) Rating Guide
| Module | Total Criteria | Vista by Epicor | Lowest Rated Competitor for Accounting (ERP for SMB) | Highest Rated Competitor for Accounting (ERP for SMB) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| CUSTOMER MASTER FILE Includes:Customer Master Set Up; Change Customer ID Number; Customer Contracts; Freight Carrier Assignment; Credit Management System; Credit Limit/Hold Functionality; and other | 84 | 49 | 0 | 35 | 67.5 | 18 | 0 | 66 | 21.43 | 82 | 0 | 2 | 98.75 |
| CUSTOMER RELATIONSHIP MANAGEMENT Includes:CRM and ERP Integration; CRM Access Methods; CRM Integration with other Applications; Customer Correspondence Maintenance; CRM Functionality; CRM and Office Productivity Integration; and other | 93 | 17 | 0 | 76 | 25.05 | 1 | 0 | 92 | 1.08 | 73 | 20 | 0 | 91.4 |
| INVOICING Includes:Invoicing (General); Recurring Invoices; Contract Invoicing; Contract Price Management; Partial/Extended Payment Schedule; User Defined Description Codes; and other | 69 | 36 | 0 | 33 | 67.83 | 29 | 0 | 40 | 42.03 | 67 | 0 | 2 | 97.1 |
| CASH RECEIPTS Includes:Cash Receipts (General); Credit Payments to O/S Finance Charges; Variable Payment Terms; Less than Full Payment; Automatic Write Off of Small Amounts; | 39 | 23 | 0 | 16 | 70.51 | 15 | 0 | 24 | 38.46 | 37 | 0 | 2 | 95.9 |
| DEBT COLLECTION Includes:Collections (General Functionality); Collections (Specific Functionality); Proactive Credit Watch; Credit Watch Triggers; Automatic Electronic Statements; | 45 | 28 | 0 | 17 | 66.44 | 13 | 0 | 32 | 28.89 | 44 | 0 | 1 | 97.78 |
| CONTROL REPORTS Includes:Invoice summary; Transaction register; Sort transaction register by general ledger account; Sort transaction register by transaction type; Tax register; Sort tax register by responsible agency; and other | 8 | 7 | 0 | 1 | 90 | 5 | 0 | 3 | 62.5 | 8 | 0 | 0 | 100 |
| FINANCIAL REPORTS Includes:Miscellaneous Financial Reports; Customer Transaction Report; Sales Analysis Reports; Gross Profit Reports; Gross Profit Report Options; Trend Analysis Reports; and other | 55 | 22 | 0 | 33 | 59.36 | 12 | 0 | 43 | 21.82 | 51 | 0 | 4 | 99.27 |
Payroll
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*To learn more about criteria rating definitions please consult the Accounting (ERP for SMB) Rating Guide
| Module | Total Criteria | Vista by Epicor | Lowest Rated Competitor for Accounting (ERP for SMB) | Highest Rated Competitor for Accounting (ERP for SMB) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| EMPLOYEE FILES Includes:Employee Files (General); Employee Information (Basic); Pay Periods; Position Classification Pay Rate Tables; Default Expense Distribution; Deduction Calculations; and other | 102 | 72 | 0 | 30 | 73.09 | 64 | 0 | 38 | 62.75 | 101 | 0 | 1 | 99.9 |
| HUMAN RESOURCE MANAGEMENT Includes:HRMS (General); Open Position Tracking; Definitions and Specifications; On-line Forms and Research; HR Workflow Controls; Self-service Functions; and other | 50 | 22 | 0 | 28 | 50.5 | 0 | 0 | 50 | 0 | 50 | 0 | 0 | 100 |
| CANADIAN PAYROLL PROCESSING Includes:Registered retirement programs; Vendor Provided Tax Tables (Canada); Payroll Reporting (Canada); | 15 | 0 | 0 | 15 | 90 | 8 | 0 | 7 | 53.33 | 15 | 0 | 0 | 100 |
| DATA INPUT AND COST DISTRIBUTION Includes:Data Input and Cost Distribution (General); Internet Data Input; Automatic Commission Calculation; Benefit Verification; Multiple Destination Cost Assignment; Automatic Tax Calculation; and other | 68 | 42 | 9 | 17 | 83.01 | 39 | 0 | 29 | 57.35 | 68 | 0 | 0 | 100 |
| PAYROLL CHECK WRITING Includes:Process quick checks; Pre-check payroll audit; Flags abnormal checks; Flags negative checks; Prints exception list for all pay rate changes; Supports approval process prior to printing; and other | 19 | 15 | 0 | 4 | 87.11 | 11 | 0 | 8 | 57.89 | 18 | 0 | 1 | 99.47 |
| CONTROL REPORTS Includes:Costing reports; General ledger distribution report; Hours earnings report; Commission report; Deductions register; Payroll register; and other | 9 | 9 | 0 | 0 | 100 | 9 | 0 | 0 | 100 | 9 | 0 | 0 | 100 |
| FINANCIAL REPORTS Includes:Miscellaneous Financial Reports; Employee List; Payroll Report Date Ranges; Other Payroll Reports; Union Reporting; | 29 | 19 | 0 | 10 | 90.52 | 12 | 0 | 17 | 41.38 | 24 | 0 | 5 | 98.28 |
Inventory
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*To learn more about criteria rating definitions please consult the Accounting (ERP for SMB) Rating Guide
| Module | Total Criteria | Vista by Epicor | Lowest Rated Competitor for Accounting (ERP for SMB) | Highest Rated Competitor for Accounting (ERP for SMB) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| INVENTORY MASTER FILE Includes:Inventory Master File (General); Item Status; Item Technical Specifications; Bar Code Tracking; Basis for Cycle Count Code; ABC Class Code Management; and other | 138 | 67 | 0 | 71 | 55.07 | 8 | 0 | 130 | 5.8 | 136 | 0 | 2 | 99.2 |
| INVENTORY CONTROL/ASSEMBLY SYSTEMS Includes:Inventory Control (General); Multi-warehouse Communications Protocols; Kits and Bill of Materials; Bill of Material Types; Bill of Materials Cross Referencing; CAD Integration; and other | 94 | 49 | 0 | 45 | 60.11 | 0 | 0 | 94 | 0 | 94 | 0 | 0 | 100 |
| DATA INPUT AND COST DISTRIBUTION Includes:Data Input and Cost Distribution (General); Price Change Conventions; Price Discounts; Inventory Adjustments; | 39 | 26 | 0 | 13 | 77.18 | 5 | 0 | 34 | 12.82 | 33 | 0 | 6 | 86.54 |
| RECEIVING ACTIVITIES Includes:Receiving Activities (General); Receipt Types; Input During Receipt; Printing During Receipt; Unit of Measure Conversions; RMA Types; and other | 77 | 49 | 0 | 28 | 73.51 | 0 | 0 | 77 | 0 | 74 | 0 | 3 | 98.44 |
| SHIPPING AND WITHDRAWAL ACTIVITIES Includes:Shipping and Withdrawal (General); Inventory Withdrawal Functions; Floor Stock Tracking; Shipping and Withdrawal Documents; | 24 | 10 | 0 | 14 | 57.5 | 0 | 0 | 24 | 0 | 23 | 0 | 1 | 99.58 |
| FINANCIAL REPORTS Includes:Financial Reports (General); On-line Query Functionality; Quick Item Snapshot; Inventory Activity Report; Lead Time Analysis; Bill of Materials Reports; and other | 75 | 51 | 0 | 24 | 79.2 | 4 | 0 | 71 | 5.33 | 75 | 0 | 0 | 100 |
Job and Project Costing
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*To learn more about criteria rating definitions please consult the Accounting (ERP for SMB) Rating Guide
| Module | Total Criteria | Vista by Epicor | Lowest Rated Competitor for Accounting (ERP for SMB) | Highest Rated Competitor for Accounting (ERP for SMB) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| JOB INITIATION Includes:Job Setup (General); Job/Project Industry Support; Job Type Support; Job Definition File; Job Resource File; Job/Project Front Office Support; and other | 85 | 54 | 0 | 31 | 68.59 | 10 | 0 | 75 | 11.76 | 85 | 0 | 0 | 100 |
| DATA INPUT AND COST DISTRIBUTION Includes:Data Input and Cost Distribution (General); Data Input Method; Remote Data Entry Methods; Remote Device Capabilities; Time Recorder; Automatic Data Capture; and other | 66 | 19 | 6 | 41 | 47.12 | 3 | 0 | 63 | 4.55 | 53 | 0 | 13 | 90.53 |
| JOB CONTROL Includes:Job Control (General); Job Tracking Functionality; Task and Activity Network Analysis; | 33 | 13 | 0 | 20 | 44.85 | 0 | 0 | 33 | 0 | 12 | 0 | 21 | 84.09 |
| COST ANALYSIS AND REPORTS Includes:Cost Analysis and Reports (General); Realization Review; Profit Analysis; Cost Review Reports; | 43 | 29 | 0 | 14 | 80.12 | 2 | 0 | 41 | 4.65 | 40 | 0 | 3 | 99.3 |
| JOB INVOICING Includes:Job Invoicing (General); Pre Billing Review; Minimum Billing Level; Prebilling Edit Routines; Billing Format Options; Percentage Completion Contracts; and other | 71 | 42 | 0 | 29 | 65.92 | 6 | 0 | 65 | 8.45 | 68 | 0 | 3 | 97.04 |
Fixed Assets
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*To learn more about criteria rating definitions please consult the Accounting (ERP for SMB) Rating Guide
| Module | Total Criteria | Vista by Epicor | Lowest Rated Competitor for Accounting (ERP for SMB) | Highest Rated Competitor for Accounting (ERP for SMB) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| EQUIPMENT FILES Includes:Equipment Files (General); Equipment Leasing; Default Distribution; Depreciation Methods; Simultaneous Depreciation Calculation; | 23 | 19 | 0 | 4 | 97.61 | 0 | 0 | 23 | 0 | 23 | 0 | 0 | 100 |
| COST CALCULATION AND DISTRIBUTION Includes:Cost Calculation and Distribution (General); Depreciation Cost Transfer; Fleet and Equipment Control; | 23 | 13 | 0 | 10 | 73.91 | 0 | 0 | 23 | 0 | 23 | 0 | 0 | 100 |
| REPORTS Includes:Cost distribution report; Prints detailed equipment list; Maintenance cost analysis; Maintenance cost versus depreciation; Maintenance cost trend analysis; Detailed fleet maintenance analysis; and other | 6 | 2 | 0 | 4 | 93.33 | 0 | 0 | 6 | 0 | 6 | 0 | 0 | 100 |
Order Entry
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*To learn more about criteria rating definitions please consult the Accounting (ERP for SMB) Rating Guide
| Module | Total Criteria | Vista by Epicor | Lowest Rated Competitor for Accounting (ERP for SMB) | Highest Rated Competitor for Accounting (ERP for SMB) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| ORDER ENTRY (SET UP) Includes:Order Entry (General); Industry Type Support; Agent and Commission Structure; Commission Splits and Overrides; Commission Basis; Commission Review; and other | 51 | 21 | 0 | 30 | 57.84 | 9 | 0 | 42 | 17.65 | 47 | 0 | 4 | 98.33 |
| ORDER RECEIPT Includes:Order Receipt (General); Service Management; Service Call Types; Service History Maintenance; Customer-facing Web Service Applications; Internet-based RMA Applications; and other | 235 | 129 | 3 | 103 | 63.49 | 15 | 0 | 220 | 6.38 | 233 | 0 | 2 | 99.32 |
| ORDER TRACKING Includes:Order Tracking (General); Order Information Displayed; Open Order Status Tracking; Internet Order Status Queries; | 27 | 18 | 0 | 9 | 87.78 | 0 | 0 | 27 | 0 | 26 | 0 | 1 | 96.3 |
| SHIPPING Includes:Shipping (General); Pick and Pack Document Printing; Pick Tickets Consolidation; Carrier Pickup Scheduling; Freight Rate Calculation; Manifest and Bill of Lading Printing; and other | 32 | 15 | 0 | 17 | 56.25 | 3 | 0 | 29 | 9.38 | 28 | 0 | 4 | 94.53 |
| INVOICING Includes:Print invoice directly from system; Delay invoicing until all items have been shipped; Comment lines on invoice; Indicates all items back ordered; Non charge for back orders; Prints customer part number; and other | 11 | 10 | 0 | 1 | 92.73 | 2 | 0 | 9 | 18.18 | 11 | 0 | 0 | 100 |
| REPORTS Includes:Reports (General); Quotation Forms and Tracking; Quotation Loading Analysis; Daily Order Analysis; Cash Receipts Analysis; Sales History Report (Sorts); and other | 59 | 35 | 0 | 24 | 62.2 | 15 | 0 | 44 | 25.42 | 48 | 0 | 11 | 98.14 |
Budgeting
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*To learn more about criteria rating definitions please consult the Accounting (ERP for SMB) Rating Guide
| Module | Total Criteria | Vista by Epicor | Lowest Rated Competitor for Accounting (ERP for SMB) | Highest Rated Competitor for Accounting (ERP for SMB) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| BUDGETING (GENERAL) Includes:Comparison versus budget; Separate internal budgeting module; Integrates with third party budgeting system; Monthly budgets; Multiple budget revisions; Maintains budget revision history; and other | 12 | 12 | 0 | 0 | 100 | 3 | 0 | 9 | 25 | 12 | 0 | 0 | 100 |
| REVIEW PROCESS Includes:Past budgets and results segregated; Saves more than one year's past data; Saves the past results for each month; Expresses past results as a percentage; | 4 | 4 | 0 | 0 | 100 | 3 | 0 | 1 | 75 | 4 | 0 | 0 | 100 |
| CONSTRUCTION OF NEW BUDGET Includes:Fixed dollar budgets only; Variable budgets; Isolates and compares each line item; Comparison of variables; Comparison data presented graphically; Input percentage growth rate; and other | 14 | 13 | 0 | 1 | 99.29 | 6 | 0 | 8 | 42.86 | 13 | 0 | 1 | 92.86 |
Manufacturing
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*To learn more about criteria rating definitions please consult the Accounting (ERP for SMB) Rating Guide
| Module | Total Criteria | Vista by Epicor | Lowest Rated Competitor for Accounting (ERP for SMB) | Highest Rated Competitor for Accounting (ERP for SMB) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| PRODUCT COSTING Includes:Cost Components; Costing Mechanisms; Cost Generation Mode; Cost Buildup Methodology; Product Costing Reports; | 27 | 18 | 0 | 9 | 66.67 | 0 | 0 | 27 | 0 | 27 | 0 | 0 | 100 |
| MASTER PRODUCTION SCHEDULING (MPS) Includes:MPS (General); Production Planning; Available To Promise Functionality; Forecast Consumption Planning Basis; | 25 | 3 | 0 | 22 | 12 | 0 | 0 | 25 | 0 | 25 | 0 | 0 | 100 |
| MATERIAL REQUIREMENTS PLANNING (MRP) Includes:MRP (General); Variables for Which Schedules May Be Determined; Situations for Schedule Alteration; Forecasting Methodologies; Time Buckets; Requirements Generation Mode; and other | 54 | 0 | 0 | 54 | 0 | 0 | 0 | 54 | 0 | 52 | 0 | 2 | 96.3 |
| CAPACITY REQUIREMENTS PLANNING (CRP) Includes:Capacity Plan Determination; Scheduling Method; Simulation Methods; Resource Loading; Capacity Plan Variables; | 36 | 19 | 0 | 17 | 52.78 | 0 | 0 | 36 | 0 | 36 | 0 | 0 | 100 |
| SHOP FLOOR CONTROL Includes:Shop Floor Control (General); Work Center Setup; Overhead Rate Structure; Scheduling Technique; Included in Lead Time Tracking; Outside Processing Controls; and other | 40 | 22 | 0 | 18 | 55 | 0 | 0 | 40 | 0 | 40 | 0 | 0 | 100 |
| QUALITY CONTROL Includes:General; Conformance Support; MRB Systems Support; | 10 | 0 | 0 | 10 | 0 | 0 | 0 | 10 | 0 | 10 | 0 | 0 | 100 |
Multinational Accounting
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*To learn more about criteria rating definitions please consult the Accounting (ERP for SMB) Rating Guide
| Module | Total Criteria | Vista by Epicor | Lowest Rated Competitor for Accounting (ERP for SMB) | Highest Rated Competitor for Accounting (ERP for SMB) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| INSTALLATION AND SUPPORT Includes:Local Support; Languages Supported; Simultaneous multilingual by user ID; | 45 | 4 | 0 | 25 | 8.89 | 2 | 0 | 43 | 4.44 | 29 | 0 | 0 | 64.44 |
| BASIC INFORMATION Includes:General; Date Format; Tax Reporting Options; | 15 | 12 | 0 | 3 | 80 | 3 | 0 | 12 | 20 | 15 | 0 | 0 | 100 |
| CURRENCY RATE TABLES Includes:General; Exchange Rates; | 8 | 3 | 0 | 5 | 37.5 | 0 | 0 | 8 | 0 | 7 | 0 | 1 | 90 |
| TRANSACTION ENTRY Includes:Supports multiple currency transactions; Supports user-defined spot rates; Checks spot rate tolerances; Displays source/local/functional currencies; Supports master payment/receipt currency; Supports cross entity allocations; and other | 10 | 4 | 0 | 6 | 40 | 0 | 0 | 10 | 0 | 10 | 0 | 0 | 100 |
| GAIN/LOSS REPORTING Includes:Gain/Loss (General); Revaluation Options; Revaluation Time Periods; Gain/Loss Posting Options; | 9 | 0 | 0 | 9 | 0 | 0 | 0 | 9 | 0 | 9 | 0 | 0 | 100 |
| FINANCIAL/MANAGEMENT REPORTING Includes:Reporting (General); Report Sorting Options; | 11 | 0 | 0 | 11 | 0 | 0 | 0 | 11 | 0 | 11 | 0 | 0 | 100 |
General
Buy the Accounting (ERP for SMB) Software Evaluation Report to uncover the details of this analysis.
*To learn more about criteria rating definitions please consult the Accounting (ERP for SMB) Rating Guide
| Module | Total Criteria | Vista by Epicor | Lowest Rated Competitor for Accounting (ERP for SMB) | Highest Rated Competitor for Accounting (ERP for SMB) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| VAR/RESELLER CHANNEL Includes:VAR/Reseller Channel (General); Vendor Sales Organization; Reseller Education; Reseller Access to Sales Collateral; | 27 | 21 | 0 | 6 | 97.78 | 5 | 0 | 22 | 18.52 | 25 | 0 | 2 | 92.59 |
| INDUSTRY SPECIFIC MODULES Includes:Accounting: public; Advertising; Automotive: repair and service; Automotive: sales; Automotive: supply; Banking; and other | 47 | 28 | 0 | 19 | 95.96 | 0 | 0 | 47 | 0 | 47 | 0 | 0 | 100 |
| PRESALE INFORMATION Includes:General; Multicurrency Transactions; Canadian Tax Reporting; Vendor-provided Reference List; Vendor Web Site/Internet Options; Purchase and Installation; and other | 60 | 50 | 0 | 10 | 96 | 28 | 0 | 32 | 46.67 | 57 | 0 | 3 | 95.67 |
Technology
Buy the Accounting (ERP for SMB) Software Evaluation Report to uncover the details of this analysis.
*To learn more about criteria rating definitions please consult the Accounting (ERP for SMB) Rating Guide
| Module | Total Criteria | Vista by Epicor | Lowest Rated Competitor for Accounting (ERP for SMB) | Highest Rated Competitor for Accounting (ERP for SMB) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| TECHNICAL REQUIREMENTS Includes:Client Operating System; Server Operating System; Database; Programming Language; Client/Server Structure; Client/Server Options; and other | 232 | 87 | 0 | 138 | 66.51 | 33 | 0 | 199 | 14.22 | 172 | 0 | 53 | 74.14 |
| CONTROL AND AUDIT Includes:Control and Audit (General); Password Security; File and Record Lockout; Details Carried with Each Transaction; Prevents Record Alteration After Posting; | 29 | 25 | 0 | 4 | 93.1 | 19 | 0 | 10 | 65.52 | 28 | 0 | 1 | 96.55 |
| OPERATIONAL FUNCTIONALITY Includes:Operational Functionality (General); Transaction Analysis Codes; Unlimited Note Fields for Entries; Posting Method; Accounting Basis; User Specific Menu; and other | 106 | 62 | 0 | 44 | 76.32 | 28 | 0 | 78 | |||||
