Finance

Features
Open AR Hold

  • Adds aging days to credit check algorithm
  • Global and customer specific aging parameter
  • Security based manual override capability
Automated Clearing House (ACH) Payments

  • Predefined NACHA format
  • Multi-bank support
  • Bank specific file format
  • File regeneration capability
  • Email workflow template
  • Payment note
  • Balanced bank file format
  • Enhanced security for “at rest” data
  • Bank information import
  • SEC code by supplier
  • Parameterized addenda separator
  • Option to generate file by SEC code
Electronic Funds Transfer (EFT) Payments

  • Multi-bank support
  • Bank specific file format
  • File regeneration capability
  • Email workflow template
  • Payment note
  • Enhanced security for “at rest” data
  • Bank information import
  • Alternate file template using payment accounting date instead of current date
Commission Processing

  • Pay on invoice or payment receipt
  • Create batches for managing and processing
  • Approval option for separation of duties
  • Manage both internal and external representatives
  • View summary or detail for each sales representative
  • Support primary and secondary sales representatives
  • Adjustments with reason code
  • Generate mass invoice for payment processing
  • Process track-only representatives during posting
Separation of Duties – SOX

  • Alternate to complex security setup
  • Parameter activated
  • Prevents document posting by author or last to modify
  • Available in Invoices, payments and batch posting functions
ACH and EFT Pre-Authorized Debits

  • Expedite days to pay
  • Integrated workflow with Pre-authorization debit notice
  • Configurable file definition
  • Process supports flexible wait period

Advanced Commissions

Features
Flexible Program Definition

  • Active / inactive flag
  • Programs start and end date
  • Use fiscal or calendar periods
  • Exclusive or multi-program
  • SPIFF and bonus support
Tier Management

  • Volume or frequency
  • Thresholds by units, gross price, net price, weight and margin
  • Tier cumulation by sales rep or team
Commission Calculation

  • Basis by unit, net price, gross price, weight, and gross margin
  • Rate definition by program tiers, product, customer or user-defined criteria
  • Rate options for primary and secondary
  • Individual or shared rate
  • Percentage or amount
  • Commission maximum option
  • Option for accruals with GL / dimension controls
  • Track (external payment) or pay
Program Qualification Criteria

  • Sales team
  • Individual rep
  • Product
  • Commission group
  • Customer
  • Custom criteria
Organization and Group Support

  • Sales teams
  • Customer groups
Role-Based Security

  • Sales Reps
  • Managers
  • Sales Admins
Dispute Management

  • Closed loop adjudication
  • Disputes created for incorrect or missing commissions
  • Manager case review
  • Adjustment and recalculation
  • Process driven workflow notifications
  • Secured access (role, user) to disputes
  • Traceability for audit reviews
Commission Payment Workbench

  • View historical or in progress batches
  • Summary by Sales rep and currency
  • Sales rep / invoice drill-down
  • Adjustments with reasons
  • Approval (mandatory or optional)
  • Supplier invoice creation (payment)
  • Mark track only as processed (external payment)
Inquiries and Statements

  • Secured access to performance data
  • Sales rep inquiry providing historical and in progress activity
  • Manager inquiry for team view with drill-down capability
  • Summary commission statement
  • Detail commission statement

 

Productivity Boosters

Features
Business Partner Notes

  • Non-Technical setup function
  • Enter notes in real-time
  • Classify and organize notes
  • Use in up to 30 different functions
  • Note attachments
Product Attributes

  • Define up to 30K product attributes
  • Definable groups for attribute organization
  • Profiles for management of group and attributes
  • Available at three levels
  • Configuration controls of display sequence
  • Import templates to facilitate data initialization
Lot Attributes

  • Attribute display in multiple inquiries
  • Access in manual allocation and stock issue functions
  • Vertical inheritance
  • Horizontal inheritance
  • Integrated with advanced quality stock audits
GS1 Pallet and Product Labels

  • Predefined application IDs
  • Predefined data sources
  • Label profiles / mapping to minimize customization
  • Option for site graphics
  • Pallet labels with SSCC during delivery
Industry Driven Product Extensions
Business Form Accelerator Pack
Form Personalization

  • One stop shop to streamline common data (ex: Products, Customers, etc.)
  • No technical skills required
  • Protected against patches and upgrades
  • Utilize predefined templates for efficiency
TI-HI Support

  • Defined pallet configuration on product
  • Attach pallet configuration diagram to product
  • Palletization instruction document for production

Forecasting

Features
Demand History

  • Demand import
  • Outlier and history adjustments
  • History substitution
  • Numerical and graphical view
  • Capture and consideration of lost sales
Forecast Management and Calculation

  • Market intelligence support
  • Adjustments with tracking reasons
  • Trend and seasonality support
  • Individual or group calculation
  • Batch calculation option
  • Numerical and graphical views
  • Monthly to planning period conversion

Purchasing

Features
Pallet Driven Purchasing and Logistics

  • Container based capacity control
  • Display and calculation of pallet quantity in planning workbenches and execution tools
  • Inclusion in Products by Supplier
  • Activated by entry transaction
Bulk Receipt and Grading

  • Receive “bulk” and convert to one or more graded products
  • “One-step” transaction for efficiency
  • Integrated with advanced quality features
  • Maintains lot tracking and traceability
  • Grading lists to simplify activity and reduce errors

Supplier Documents

Features
Document Management Tracking

  • Supplier
  • Supplier, Product
  • Supplier, Product, Manufacturer
Document Request Management

  • Signature process tracking
  • Integrated with Quality Audits
Purchase and Receipt Management

  • Optional capture of manufacturer in purchase order
  • Warn / block capability
  • Document status popup

Pre-Receipt COA

Features
Capture and Manage COA Prior to Arrival

  • Capture and record results prior to receipt
  • Detects potential issues in advance
  • Automatic validation of test results
  • Streamlines receiving process for compliant lots

Planning & Production

Features
Work Order Batch Size Management

  • Break down WO into manageable batches
  • Automatic or manual batching
  • Available in planning and execution
  • Create material list (shop paper) with batch breakout
  • Report material consumption by batch
  • Report production quantity by batch
Lock Component Scaling

  • Recalculate production and material requirement quantities based on “key component”
  • Available during work order creation or as standalone function
Production Staging and Issue

  • Pick for work order or batch
  • Available for lot or non-lot products
  • Pick to staging pallet(s)
  • Label printing
  • Material picking and detail allocation
  • Material issue by pick group
Product Constraint Management

  • Create customized list of constraints
  • Enter manually or roll up from BOM
  • Available for planning and sequencing
  • Roll up via sequenced batch job
Production Sequencing

  • Sequence work orders to minimize setup and changeover
  • Sequencing criteria
  • Sequencing groups (selection and sorting)
  • Change work center, start date, planned/firm status, and sequence for one or many work orders
  • Work order and stock drill downs
  • Graphical capacity display
  • Load recalculation
  • Sequenced dispatch list
Work in Progress Audits

  • Generated within work order
  • Defaults from product-site
  • Manual or frequency audit type
  • Recurrence time interval with override
    • Manual
    • Calculation base of time interval or units
  • Create as-needed (noise reduction) or in advance
  • Incomplete audits are cancelled (cleanup with audit trail) when the operation closed
Audit Groups

  • One or more audits allowing efficient release
  • Support manual or frequency audits
  • Activation control
Group Activation / Control

  • Manual audit creation
  • In process audits
  • Alternate to individual audit
  • Unselect default audits for exception management
Standard Notes and Images

  • Reusable notes with both text and images
  • Assign to BOM, Routing or standard operation
  • Editable on work order
  • Print on job ticket and material issue list

Rebates & Royalties

Rebate Management

Features
Flexible Program Definition & Criteria

  • Program start date
  • Use fiscal or calendar or periods
  • Exclusive or multi-program option
Tier Management

  • Volume or frequency
  • Thresholds by units, gross price, net price and weight
  • Cumulative or progressive
  • BP tracking flexibility (group, sold-to, bill-to)
Benefit Management

  • Calculation basis
  • Percentage or amount
  • Beneficiary flexibility (sold-to, bill-to, group, rebate group)
  • Off invoice, accrued, or non-accrued
  • GL account / dimensions controls
  • Flat rate
  • Track only
  • Minimum period payments
Powerful Filtering / Period Qualification Criteria

  • Customer
  • Product
  • Advanced selection
Inquiries and Analysis

  • Program analysis
  • Program inquiry
  • Period inquiry
  • Transaction inquiry
  • Order line rebate eligibility inquiry

Royalties

Features
Flexible Program Definition & Criteria

  • Program effectivity dates
  • Use fiscal or calendar or periods
Benefit Basis

  • Unit, net, gross and base price
Benefit Management

  • Percent or amount
  • Period minimum
  • Defined by program or product
  • Accrued or non-accrued
  • GL account / dimension controls
  • Pay-to
Powerful Filtering Criteria

  • Product
  • Advanced selection
Program and Transaction Inquiries

  • Program inquiry
  • Transaction inquiry

Payments

Features
Benefit Payment Workbench (AR/AP/Other)

  • Adjustment with reason
  • By program or by payment period
  • Generates payment or on account credit
  • Automatic adjustments per royalty period min / max requirements
  • Optional consolidation for multi-program payments
  • Approve and process track-only programs
Statements

  • Rebate statement
  • Royalty statement

Fulfillment

Features
Weight Based Pricing

  • Price or discount line or document weight
  • Define weight-based tiers
  • Dynamically adjust based on order edits
Customer Document Management

  • Stock site, product and export country
  • One-time, per order, yearly or monthly delivery frequency
  • Assign documents as a group
  • Block sales orders and deliveries
  • Workbench and inquiry
Ship and Close

  • Control by customer
  • Manage allocations and shortages
  • Automatic close of order lines and orders with reason
  • Option for tracking lost sales
Loading Dock Management

  • Set up docks, and schedule delivery and receipt activity
  • Associate orders with dock schedules, and then generate picking documents
  • Use the delivery schedule to generate deliveries
  • Check a truck in and out of a dock
  • View the status of the docks
  • Jump to a dock schedule from a calendar

Customer-Specific Certificate of Analysis

Features
Customer Specific COA

  • Tests included independent of primary COA
  • Sequence control
  • Customer specific specification text
  • Actual or generic result text
Allocation Based on COA Response Criteria
Automatic Allocation

  • During sales order create / maintain
  • Automatic allocation (batch or manual)
  • Delivery creation (unallocated lines)
Manual Allocation

  • Warns if non-compliant and allows override during order maintenance
  • Logic is also in standalone
Shortages

  • Applied automatically
Stock Audit Results

  • View lots for a SKU, and with one-click, access the test results
  • Evaluate which lots meet the customer specific criteria
  • Review the audit results, as well as the individual test responses based on the customer’s criteria

Scan and Pack

Features
Simplified Interface

  • Single function to allocate, package and delivery
  • Designed for use with barcode scanner (tethered or Bluetooth)
  • Confirmation and error sounds to expedite processing
  • Mouse-less operation allows user to complete shipment using only scanner
  • Save and resume at any time
  • Unpack to correct errors
Efficiency and Error Reduction

  • Scanning product reduces occurrences of shipping incorrect product
  • Scan product and lot number using single GS-128 or GS1 DataMatrix barcodes
  • Capture GTIN by product and packaging unit
  • Support for multiple packing units
  • Scan UPC and lot individually
Automatic Packing

  • Automatic packing of product that does not require scanning (ex: marketing material)
Order Based Pick Support

  • Pick unallocated or global allocated lines
  • Order based picking report
  • Picks results in detail allocation (lot/location)
  • Pack delivery contents
  • Generate delivery
Delivery Based Packing

  • Break delivery content into boxes (pack)
  • Print label(s)
  • Confirm

Quality

Audits, Checklists and Test Management

Features
GMP Audit Support

  • Manual
  • Event driven
  • Periodic
User Security and Authorization

  • Authorization groups
  • Roles
  • Quality users
  • Question level authorization
Flexible Checklist and Question Configuration

  • Generic and specific questions and controls
  • Retest and secondary test capability
  • Estimated test cost
Purpose Built Workbenches

  • Assignments
  • Response
  • Approvals
Inquiries and Reports

  • Audit inquiry
  • Audit log
  • Completed audits
  • Response worksheet
  • Checklist where-used
Stock-Based Audits

  • Configurable by product, product-site and stock management rules
  • Driven by stock activity (production, receiving, etc.)
  • Streamlined response entry
  • Automated stock disposition based on test results
  • Recontrol
  • Status based movement control
Test Grouping

  • Group by receipt, product-lot, lot
  • Append to completed audits
  • Efficiency via reduced data entry
E-Signatures and Auditing

  • Control and auditing for 21 CFR part 11 FDA compliance
  • Choose from predefined elements
  • Two-click activation
  • Bills of material – Production, subcontracting and commercial
  • Master data – Products, customer, and supplier

Product Recall

Features
Flexible Generation

  • Forward and backward search capability
  • Generate mandatory, voluntary or mock recalls
  • Single company or enterprise option
  • Multiple methods for selecting recall stock
Recall Plan Documentation

  • Reason
  • Risk
  • Customer / company actions
  • Contact information
  • Date / time traceability
Stock Analysis and Control

  • Impact analysis with drill-down
    • Lot
    • Issues
    • Work in progress
    • Deliveries
  • Freeze / Block
  • Recall specific inquiries
Communication

  • Option to generate CRM calls
  • Product recall report (internal)
  • Customer recall letter (external)

Certificate of Analysis

Features
Configuration Driven COA

  • Attributes
  • Method text
  • Grouping
  • Print control
  • Sequence control
  • Specification text
  • Actual or generic result text
  • Document text maintenance
  • Signature / Image management
Preview Option – WYSIWYG
Test Result Inheritance

  • Based on a specific component
  • Print document using test results from either delivered lot or from bulk batch lot
Printing

  • Stock
  • Order
  • Delivery
  • History

Sample Management

Features
Retain and Test Samples

  • Auto-setup logic
  • Multi-source (stock, work in progress and sample)
  • Label printing for easy identification
  • Retention period calculation and management
  • Inventory quarantine via status and location
Sample Workbench

  • Label print/reprint
  • Change sample type
  • Manage retention period
  • Issue/consume sample stock
  • Mass issue or expired stock
  • Generate stock audit

Downtime

Features
Define and Plan

  • Define types and required data
  • Define reasons and solutions
  • Log against work center group, work center, or independent equipment
  • Create in advance (planned)
Capture and Review

  • Capture key elements such as operator, technician, external service provider, and duration
  • Calculate estimated cost
  • Inquiry available for reviewing events
  • Integrated with advanced quality for auto-generation and completion
  • Ability to generate and track by shift

Help

Features
Searchable Help Library
Setup and Function Help
Functional Summary
Release Notes
Process Flows

 

Catch Weight (optional)

Features
Purchasing

  • Price by weight or by unit
  • Receive by pallet with average case weight
  • Receive by pallet with actual weight
  • Receive by case
  • Import for case weight automation
  • Pallet labels
  • GS1 case labels
  • Transactions via desktop or ADC
Forecast by weight or case

  • View and adjust demand history
  • View and adjust forecast
Stock Management

  • Track by pallet or case
  • Split, merge or adjust pallets
  • Automatic calculation (optional) of case count and total weight
  • Case break logic
  • Automatic adjustments
  • ADC Advanced cycle count
  • Inquiries in weight and/or packing unit
Production

  • Stage and issue products on pallet
  • Automatic calculation (optional) of case count and total weight
  • Mono and multi-product pallet support
  • Material issue by pallet/case
  • Report by pallet with average case weight
  • Report by pallet capturing actual weight
  • Report by case
  • Production return by pallet/case
  • Order based picking report
Fulfillment

  • Price by weight or packing unit
  • Leverage automated process for non-catch weight products
  • Picking with integrated pallet split and merge capabilities
  • Case break for selling actual weight pieces
  • Over and under picking tolerance controls
  • Automatic adjustment of non-tangible quantities
  • Shipment and invoice recalculation based on actual weight
  • Transactions via desktop or ADC
  • Actual weight detail reports for shipments and invoices
GS1 Processing

  • ADC receipt via GS1 label
  • Pallet build / case quantity and weight calculator
  • Pallet import
  • ADC SO picking via GS1
  • Case label template
  • Stock label template
  • Pallet label template