Accounts Payable / Purchasing Controls - Questions for Selecting Accounting Software

(Questions Displayed in Red are in Enterprise and Modifiable Editions only)

L	M	H	____	Supports Purchase Order Control System
Purchase Order Types Supported:
L	M	H	____	Firm Planned
L	M	H	____	Template
L	M	H	____	Open
L	M	H	____	Hold
L	M	H	____	Closed
L	M	H	____	Canceled
Supports Purchase Budgeting by:
L	M	H	____	G/L Account
L	M	H	____	User Defined Responsibility Group
L	M	H	____	Supports Landed Cost Tracking
Automatically Prorate Landed Costs to:
L	M	H	____	Adjust Landed Costs After-the-Fact
L	M	H	____	Supports External Requisition System
L	M	H	____	Supports Internal Requisition System
L	M	H	____	Order Supplies from Vendor Catalogue
L	M	H	____	Service Contract Orders
L	M	H	____	Outsourced Manufacturing Orders
L	M	H	____	Blanket Orders
L	M	H	____	Recurring Orders
L	M	H	____	Define Cycle Dates for Recurring Orders
L	M	H	____	Copy Existing/Past Purchase Orders
Search Web for New Vendor/Items:
L	M	H	____	Supports Proforma/RFQ Orders
Supports RFQ Management System:
L	M	H	____	Maintains Listing of Qualified Vendors
L	M	H	____	Conversion of Proforma/RFQ Order
Sends Tax Exempt Forms Automatically to:
L	M	H	____	New Vendors
L	M	H	____	Existing Vendors as Requested
L	M	H	____	Route System Generated POs to Buyers for Action
Automatic Purchase Orders:
L	M	H	____	User Defines Order Price Ceiling
L	M	H	____	User Defines Items Not Requiring Approval
L	M	H	____	Defaults to Best Quantity Price Break Point
Displays Purchase Order Status for:
L	M	H	____	System Generated Orders Awaiting Action
L	M	H	____	Manual Requisitions Awaiting Action
L	M	H	____	RFQs Awaiting Vendor Responses
L	M	H	____	Orders Approved
L	M	H	____	Orders Rejected
L	M	H	____	Maintains Rejection Codes or Reason Fields
L	M	H	____	Lists Suggested Orders Sorted by Vendor
Automatically Displays Item Status Information:
L	M	H	____	On Hand by Location
L	M	H	____	Open Sales Orders by Location
L	M	H	____	Open Purchase Orders by Location
L	M	H	____	Last Price by Location
L	M	H	____	Minimum Safety Stock
L	M	H	____	Maximum Stock Limit Quantity
L	M	H	____	Economic Order Quantity by Location
L	M	H	____	Systems Calculates Suggested Order by Location
L	M	H	____	System Calculates Order By Date
Order by Date Based Upon:
L	M	H	____	Sorts Suggested Orders by Priority
L	M	H	____	Highlights Stock-Out Items
Forecasted Requirements Based Upon:
L	M	H	____	Displays/Compares Usage Information Graphically
Automatically Displays Vendor/Item Information:
L	M	H	____	Primary Vendor
L	M	H	____	Vendor Part Number
L	M	H	____	Item Pricing at Quantity Required/Suggested
L	M	H	____	Requested or Normal Reorder Quantity
L	M	H	____	Minimum Order Quantity
L	M	H	____	Price Break Quantities
L	M	H	____	Delivery Time
L	M	H	____	Automatically Toggle to Alternate Vendor(s)
L	M	H	____	Automatic Numbering
L	M	H	____	Multiple Ship to Addresses
L	M	H	____	Multiple Ship to on Same Order
L	M	H	____	Multiple Ship to for Same Item
L	M	H	____	Multiple Delivery Dates on Same Order
L	M	H	____	Multiple Delivery Dates for Same Item
L	M	H	____	Multiple Purchase Addresses
L	M	H	____	Indicate Preferred Manufacturer
L	M	H	____	Order Contact Person
L	M	H	____	Free Form Special Instruction Fields
L	M	H	____	User Defined Special Instructions File
Purchase Discounts Supported:
L	M	H	____	Item Order Quantity Discount
L	M	H	____	Item Order Dollar Discount
L	M	H	____	Total Order Dollar Discount
L	M	H	____	Annual Item Volume Contract
L	M	H	____	Annual Dollar Volume Discount
L	M	H	____	Group Similar Items into Single Discount Category
L	M	H	____	Unit of Measure Conversion
L	M	H	____	Listing of Alternate Items/Vendors
L	M	H	____	Restrict Orders Above a Specified Price Range
L	M	H	____	Prevents Alteration of Unit Cost
L	M	H	____	Restricts Orders From Specified Vendors
L	M	H	____	Automatic Creation of New Inventory Items
L	M	H	____	Prints Vendor Part Number on Purchase Order
L	M	H	____	Print Required By Date Per Line Item
L	M	H	____	Assign Cancel By Date per Line Item
L	M	H	____	Assign Job Number for Entire Purchase Order
L	M	H	____	Supports Dropped Ship Purchases
Drop Shipment Notification Trigger Based on:
L	M	H	____	Alter Outstanding Purchase Order
Purchase Order Change Mechanism:
L	M	H	____	Input Changes in Special Screen
L	M	H	____	Issue Modified Original Purchase Order
L	M	H	____	Issue New Order Listing Changes
L	M	H	____	Tracks Original PO and all Changes
L	M	H	____	Tracks Status of Open Purchase Orders
Segregate Open PO Items by Status Code:
L	M	H	____	Expected Arrival Date Exceeded
L	M	H	____	O/S/D Status
L	M	H	____	Expedite Status
L	M	H	____	Exceptional Value
Tracking System Functions Supported:
L	M	H	____	Provides Contact Manager Type Functionality
L	M	H	____	Supports Unlimited Notes Field
L	M	H	____	Assign Next Review Date
Place Hold on Open PO Automatically if:
L	M	H	____	Expected Arrival Date Exceeded
L	M	H	____	Cancel Date Exceeded
L	M	H	____	Hold Placed on Vendor
L	M	H	____	Set Tolerance for Quantity Ordered/Received
L	M	H	____	Close Purchase Order Short
L	M	H	____	Match Purchase Order to Invoice
L	M	H	____	Verification of Material Receipt on Purchase Order
L	M	H	____	Automatically Reports Discrepancies
L	M	H	____	Hold Invoice Pending Approval
L	M	H	____	Verification of Quoted Cost to Actual Cost
L	M	H	____	Verification Against Duplicate Invoice
L	M	H	____	User Defined Vendor Performance Criteria
L	M	H	____	Automatic Tracking of Vendor Performance
L	M	H	____	Display Vendor Catalogues
L	M	H	____	Auto Order Placement from Vendor Catalogues
L	M	H	____	Create Material Requisitions for Internal Transfer
L	M	H	____	Maintains Full Purchase Order Audit Trail
Purchase Order Forms Supported:
L	M	H	____	Purchase Order
L	M	H	____	Request for Quotation (RFQ)
L	M	H	____	Purchase Change Order
L	M	H	____	Internal Material Requisition