xtuple ERP Editions Comparison

Transcription

1 xtuple ERP Editions Comparison 2014 by xtuple. All rights reserved. Solution Solvers is an xtuple Solution Provider Solution Solvers Janet Bradsher Grow your world with xtuple.com Reprinted with permission from 451 Research 2014 by xtuple. All rights reserved.

2 Overview Who We Are Award-winning xtuple makes the world s leading suite of open source accounting, Corporate Relationship Management (CRM) and Enterprise Resource Planning (ERP), supply chain management software for growing businesses to control operations and profi tability. xtuple integrates all critical functional areas in one modular system: sales, fi nancials, operations including ecommerce customer and supplier management, inventory control, manufacturing and distribution powerful tools to Grow Your World. Commercial open source xtuple works with a global community of tens of thousands of professional users to give customers the ability to tailor platform-agnostic solutions to their needs and to offer fl exible licensing and pricing options. What We Offer xtuple applications are fully integrated, end-to-end business management software packages for manufacturers, distributors and other companies who want to: increase control over operations; gain greater visibility into supply chain opportunities; and grow sales, profi ts, and productivity. xtuple is available in both a free and commercially-licensed PostBooks Edition as well as Distribution, Manufacturing and premium Enterprise Editions. All products support multicurrency and feature fully integrated custom reporting (both ad hoc operational reports and fi nancial reporting). All Editions are available on-site, in your choice of hosting environment, or in xtuple s Cloud service (powered by Amazon.com). Or choose an Annual subscription or Perpetual License to the software. Technical Requirements Use xtuple on-the-go, anytime, anywhere. xtuple s multi-client approach empowers customers to leverage today s and tomorrow s technology, especially employee preferences to BYOD (bring your own device). Users may access xtuple via our 100% JavaScript, HTML5 Web browser-based application, which works on any modern tablet, smartphone or desktop computer, as well as the classic xtuple Desktop client, with native apps on Windows, Mac and Linux. All client options work from the same server, powered by the world s most advanced open source database, PostgreSQL. Security Several layers of security are available with xtuple. A Secure Sockets Layer (SSL) connection may be utilized or also enable an enhanced authentication mechanism that scrambles your users passwords. Individual privileges within the system, in as much detail as desired, may also be assigned. Modularity Discrete pieces of the system may be utilized separately, without having to implement an entire ERP system. More functionality detail is available on these modules: Accounts Payable CRM Manufacture Sales Accounts Receivable Distribution Products Schedule General Ledger Inventory Purchase System

3 Accounts Payable Module Accounts Payable Purchase Order (New, List, Unposted, Post) Voucher (New, Miscellaneous, List Unposted, Post) Memos New Misc. Credit Memo List Unapplied Credit Memos New Misc. Debit Memo Payments Select List Selected Prepare Check Run Create Miscellaneous Check View/Void Check Run Post A/P Check(s) Forms Print Purchase Order, A/P Check, Check Run Uninvoiced Receipts and Returns Unposted Vouchers Open Items by Vendor A/P Aging Check Register Vendor History Vendors

4 Accounts Receivable Module Accounts Receivable Invoice (New, List Unposted, Post) Memos New Misc. Credit Memo List Unapplied Credit Memos New Misc. Debit Memos Cash Receipt (New, Edit List, Post) A/R Workbench Forms Print Invoices, Re-Print Invoices Schedule Invoice for Delivery (Requires Connect) Print Statement by Customer, Customer Type Invoice Information Open Items, by Customer A/R Aging Invoice Register Cash Receipts A/R Applications Deposits Register Customer History Sales Journal Credit Memo Journal Customers

5 CRM Module The Corporate Relationship Management (CRM) Module covers much more than just customers. A CRM Account can have any number of relationships, including Prospect, Customer, Vendor, Partner, and Competitor. Individual Contacts are associated with Accounts as well. Integrated Opportunity Management tracks pre-sales activity. There s even basic Project Management with the ability to associate Quotes, Sales Orders, Work Orders and Purchase Orders with individual Projects. The integrated Corporate/Customer Relationship Management functionality is crucial to maximizing xtuple business software (PostBooks as well as Commercial Editions). xtuple s CRM allows you to organize, synchronize and manage ALL of your business contacts and communications, including sales and marketing opportunities, customer incident management, to-do lists and projects, and more. Incident (New, Workbench) To-Do (New, List) Project (New, List) Opportunity (New, List) Order Activity by Project Incidents by CRM Account To-Do List Items by User and Incident Account (New, List, Search) Contact (New, List, Search) Address (New, List, Search) Master Information Titles Incident Categories Priorities Severities Resolutions Opportunity Sources Stages Types Characteristics

6 Distribution Module Integrated 3rd Party Pricing Services (inc. Trade Service) Browse and Search Full Trade Service Catalog Electrical Plumbing HVAC Industrial One-click Conversion from Catalog to Sellable Item Vendor Setup Pricing Setup Option to Convert to New Sellable Item Option to Setup as Additional Sourcing for Existing Item Supports Big Bin Automatic Update of Catalog and Converted Items Define the Trade Service Cost Column Used (by Vendor) Define parent Relationships between Vendors Consolidate Sourcing Consolidate Payables Integrate Trade Service Commodity Code Levels Into Item List Import Custom Price Sheets Distributor Specific (net) Pricing

7 General Ledger Module General Ledger Journal Entry (Simple, Series, List Unposted) Standard Journal (New, List, List Groups, Post, Post Group) Bank Reconciliation Reconcile New Adjustment Adjustment Edit List G/L Transactions, Summarized G/L Transactions G/L Series Standard Journal History Bank Rec. History, Summarized Bank Rec. History Financial Statements Financial (New, List, View) View Trial Balances Fiscal Calendar Fiscal Years, Accounting Periods Account Companies, Profi t Centers, Sub Accounts Chart of Accounts Sub Account Types Budget (New, List) Tax Tax Authorities (Search, List) Tax Codes, Types, Selections, Registrations Master Information Terms Bank Accounts, Check Formats Cost Categories, Expense Categories A/P, A/R Account Assignments Customer Types, Sales Categories Reason Codes, Adjustment Types Utilities Forward Update Accounts Duplicate Account Numbers Purge Invoices Update Customer Credit Status Synchronize Companies (Multi-Company Consolidation)

8 Inventory Module Pt. 1 Inter-Warehouse Transfer Order (New, List) Physical Inventory Create Count Tags (by Planner, Class, Item) Create Cycle Count Tags Enter Count Slip, Tag Enter Misc. Inventory Count Zero Uncounted Count Tags Freeze/Thaw Item Sites Post Count Slips, Tags Purge Posted Count Slips, Tags Frozen Item Sites Count Slip/Tag Edit List Count Slips Count Tags (by Item, Warehouse, Class Code) Receiving New Receipt List Unposted Receipts Purchase Order Return Print Receiving Labels Shipping Issue Stock to Shipping Maintain Shipping Contents Ship Order Recall Orders to Shipping Forms Packing List (Batch, Batch by Ship Via) Shipping Forms Shipping Labels (by Sales Order, by Invoice) Backlog (by Item, Customer, Product Category Summarized Backlog Shipments (by Sales Order, Date) Transactions Adjustment Scrap Expense Material Receipt Transform Reset QOH Balances

9 Inventory Module Pt. 2 Transactions (continued) Warehouse Transfer Relocate Inventory Forms Print Item Labels Item Sites (by Planner, Cost Cat., Class, Item) Valid Locations by Item Qty. on Hand (by Class, Item, Location, Item) Location/Lot/Serial # Detail Expired Inventory Slow Moving Inventory Inv. Availability (by Planner, Class, Vendor, Item) Substitute Availability Inventory Status (by Planner, Class, Item Group) Inv. History (by Planner, Cost, Class, Item) Detailed Inv. History (by Location, Lot/Serial #) Usage Statistics (by Warehouse, Class, Item) Time Phased Usage Statistics Warehouse (List, Locations) Item Site (New, List, Workbench) Lot/Serial Control (Comments, Location, History, Reassign) Master Information Cost Categories Expense Categories Characteristics Utilities Unbalanced QOH Update Item Controls ABC Class Cycle Count Frequency Item Site Lead Times Reorder Levels (by Item, Planner, Class) Order Up to Levels (by Item, Planner, Class) Summarize Transaction History Create Item Sites Purge Shipping Records Inventory Management Filter Inventory by Available to Ship

10 Manufacture Module Pt. 1 Work Order New Explode, Implode Release, Reprioritize, Reschedule Change Quantity Close Materials New Work Order Material Requirement Maintain Work Order Materials Operations New Work Order Operation Maintain Work Order Operations Transactions Issue Material (Batch, Item) Return Material (Batch, Item) Scrap Shop Floor Workbench Post Operation Correct Operation Posting Post Production Correct Production Posting Close Work Order Post Misc. Production Forms Print Traveler Print Pick List Print Routing Print Work Order Form Print Production Entry Sheet Work Order Schedule by Planner Code by Class Code by Work Order by Work Center by Item Group by Item Buffer Status (by Planner Code, Class Code, Item Group) Material Requirements by Work Order

11 Manufacture Module Pt. 2 (continued) by Component Item Inventory Availability Pending Material Availability Operations (by Work Center, Work Order) Operation Buffer Status Production Time Clock (by Users, Work Order) History by Class Code by Item by W/O Number Job Costing Material Usage Variance by Warehouse by Item by BOM Item, Component Item by Work Order Labor Variance (by Work Center, Item, BOO Item, W/O) Breeder Distribution Variance (by Warehouse, Item) Open Work Orders with Closed Parent Sales Orders with Parent Sales Orders Utilities Purge Closed Work Orders

12 Products Module Items ( by Product Category, Class, Characteristic) BOMs (Single Level, Indented, Summarized Sequenced) Where Used (Single Level, Indented) Pending BOM Changes Operations by Work Center Standard Operations by Work Center Capacity UOMs (by Product Category, Class) Item (New, List, Search, Copy, Workbench) Bill of Materials (New, List, Copy, Replace, Expire) Bill of Operations (New, List, Copy) Breeder Bill of Materials (New, List) Costing Maintain Item Costs Update Actual Costs (by Item, Class) Post Actual Costs (by Item, Class) Post Standard Costs (by Item, Class) Costed BOM Item Costs User Defi ned Costing Elements Master Information Units of Measure Class Codes Product Categories Characteristics Standard Labor Rates Work Centers Standard Operations Utilities Unused Purchased Items Undefi ned Manufactured Items BOMs without Component Item Sites Reassign Class Codes Reassign Product Categories

13 Purchase Module Pt. 1 Purchase Request (by Planner Code, Item) Purchase Order New Listed Unposted Post Post by Agent Close Reschedule Change Qty. Add Comment Voucher (New, Miscellaneous, List Unposted, Post) Forms Print Purchase Orders Print Purchase Orders by Agent Schedule P/O for Delivery (Requires Connect) Print P/O Form, Vendor Form Item Sites Item Sources (by Vendor, Item) Buy Card Purchase Requests (by Planner Code, Item) Purchase Orders (by Vendor, Date) Purchase Order Items (by Vendor, Date, Item) P/O Item Buffer Status Purchase Order History Receipts and Returns (by Vendor, Date, Item) Uninvoiced Receipts and Returns Price Variances (by Vendor, Item) Rejected Materials Unposted Vouchers Vendor (New, List, Search, Types) Item Source (New, List) Master Information Planner Codes, Reject Codes Reject Codes Terms Expense Categories A/P Account Assignments Utilities Items without Item Sources Assign Items to Planner Code

14 Purchase Module Pt. 2 Purchase Order Entry and Management Catalog Search (by Customer, Number, Description) Item Search (by Customer, Number, Description) Item Alias Search (by Customer, Number, Description) Re-Sequence Lines Special Pricing Agreements (SPA) and Contracts Define Vendor Freight Allowed (by weight, amount) Optional Creation of Missing Item Sourcing Information EDI Capability (requires xtuple Connect)

15 Sales Module Pt. 1 Quote (New, List) Sales Order (New, List, Open, Reschedule) Sales and Order Reservations Billing Invoice Uninvoiced Shipments Select All Shipped Orders for Billing Select Order for Billing Billing Edit List Billing Selections Post Billing Selections List Unposted Invoices Post Invoices Credit Memo (New, List Unposted, Edit List, Post) Forms Print Invoices, by Ship Via Re-Print Invoices Schedule Invoices for Delivery (requires Connect) Print/Re-Print Credit Memos Print Sales Order Form Print Return Authorization Form Send Adv. Shipping Notifi cation (ASN)(requires Connect) Packing List Batch, Print Packing List Returns Management (New, List Open, Workbench) Lookup Quote (by Customer, by Item) Sales Order (by Customer, Type, Customer PO, Item) Sales Order Status Summarized Backlog Backlog (by Customer, Type, Group, S/O, Product Cat., Item) Partially Shipped Orders Reservations by Item Inventory Availability (by Sales Order, Item) Earned Commissions Summarized Taxable Sales Customers (by Customer Type, Characteristic) Analysis Bookings (by Rep, Cust., Group, Ship-To, Product Cat., Item) Time Phased Bookings (by Customer, Product Cat., Item)

16 Sales Module Pt. 2 Billing/Analysis (continued) Sales History (by Sales Rep, Customer, Type, Group) Sales History (Bill-To-Name, Ship-To, Product Cat., Item) Brief Sales History (by Sales Rep, Customer, Type) Summarized Sales History (by Rep, Shipping Zone/Item) Summarized Sales History (by Customer, Type/Item) Time Phased Sales History (by Customer, Group, Item) Prospect (New, List, Search) Customer (New, List, Search, Workbench, Types, Groups) Item Pricing Item List Price Update List Prices Pricing Schedules Pricing Schedule Assignment Sales Update Prices (by Product Category, Pricing Schedule) Prices by Customer Type, Customer, Item Master Information Characteristics Sales Reps Shipping Zones, Ship Vias, Shipping Charge Types Tax Codes, Shipping Forms Sales Categories, Terms Sales, A/R Account Assignments Customer Form Assignments Utilities Reassign Customer Type by Customer Type Update Credit Status by Customer Purge Invoices, Purge Credit Memos Allocate Sales Order Reservations Archive/Restore Sales History Quote and Sales Order Entry Management Trade Service Spec Sheet & Image Viewable from Order Entry Links on Quote, Sales Order, Invoice Forms Catalog, Item, Item Alias Search (by Cust., Num., Des.) Re-Sequence Lines Industry Standard Margin Calculation Re-Price One or Many Order Lines with Targeted Margin

17 Sales Module Pt. 3 Quote and Sales Order Entry Management (Continued) Customer Favorite Items Based on History Cost Plus Pricing (by Customer/Type, Product, Item) Issue Available Inventory and Ship from Sales Order Entry Print Shipping and Acknowledgement Forms in Shipping Window Field Level Privileges to Protect Sensitive Cost Information Sales Commissions Reporting Based on Gross Margin Lost Sales Reporting EDI Capability (requires xtuple Connect)

18 Schedule Module Production Plan (New, List) Scheduling New Planned Order Run MPS Run MRP (by Planner Code, Item) Firm Planned Orders Release Planned Orders Delete Planned Order Delete Planned Orders Constraint Management Update Status (by Planner Code, Item) Inventory Status (by Planner, Class, Item Group) Purchase Order Items by Status Work Order Status (by Planner, Class, Item Group) Capacity Status by Work Center W/O Operation Status by Work Center Capacity Planning Time Phased Capacity Time Phased Load Time Phased Available Capacity Time Phased Production (by Planner Code, Item) Time Phased Demand Capacity Buffer Status Planned Items (by Planner Code, Item) Running Availability Time Phased Availability MPS Detail MRP Detail Expedite Exceptions Reorder Exceptions Rough Cut Capacity Plan Time Phased Rough Cut Capacity Plan Planned Revenue/Expenses Time Phased Planned Revenue/Expenses Master Information Planner Codes Warehouse Week Warehouse Calendar Exceptions Work Centers

19 System Module Schedule System Message Event Manager View Database Log Preferences, Rescan Privileges, Maintain Users, Groups Employees (New, List, Search, Groups) Schedule Server Maintenance, Server Backup Configure Modules Products Inventory Purchase Schedule Manufacture CRM Sales Accounting Master Information Database Information Confi gure Backup Images Forms, Label Forms, Calendars Currencies, Exchange Rates Credit Cards Countries, Locales EDI Profiles Comment Types, Departments, Shifts Confi gure Data Import/Export Design, Screens, Scripts, Custom Commands, Packages System Utilities Access Control Serial Columns Import XML