Quercis
Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780
fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl
Exact Synergy ASP
vs
Exact Synergy Enterprise
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Inhoudsopgave Usability Comparison ........................................................................................................................................................... 3
Personalization ................................................................................................................................................................. 3 Input Experience ............................................................................................................................................................... 3 Output Experience ............................................................................................................................................................ 4 Accessibility ...................................................................................................................................................................... 4 Findability .......................................................................................................................................................................... 5 Unicode ............................................................................................................................................................................. 5
Functional Comparison ........................................................................................................................................................ 7 Financial ............................................................................................................................................................................ 7 Logistics .......................................................................................................................................................................... 10 HRM ................................................................................................................................................................................ 12 Documents ...................................................................................................................................................................... 14 CRM ................................................................................................................................................................................ 16 Marketing ........................................................................................................................................................................ 18 Workflow ......................................................................................................................................................................... 20 Assets ............................................................................................................................................................................. 22 Project ............................................................................................................................................................................. 24 Business Analytics .......................................................................................................................................................... 26 System ............................................................................................................................................................................ 27
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Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780
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USABILITY COMPARISON
Feature Area Exact
Synergy
Exact
Synergy
Enterprise
Feature Description Related
Document
Personalization
Customizable
browser filter Unavailable New
Users can decide what and how they want to see a
browser; ability to add, remove or rearrange browser
columns.
15.602.650
Customizable
home page Existing Enhanced
Users can decide what to be included and how the menu
layout should be displayed; ability to add, remove or
rearrange different gadgets on the dashboard.
15.613.561
Textual user
interface Unavailable New
The new interface focuses on providing a streamlined,
simple, and clean navigation so that you can easily
access the functions.
16.648.526
17.359.666
Pin Unavailable New Users can choose to freeze/pin the result header for better
readability. 15.602.640
Customization of
maintenance
card
Existing Enhanced
Customization of maintenance card can be perform from
the maintenance page; ability to add, remove or
rearrange data fields.
15.637.106
Restore function
in menu
customization
Unavailable New Ability to restore default settings in menu customization. 15.607.877
Expand/collapse
search criteria Existing Enhanced
All the search criteria sections in a search application or
report have the expand/collapse function. 18.321.195
Pop-up message Unavailable New Users can opt to have messages displayed in a pop-up
window. 15.602.716
User-defined
Cascading Style
Sheets (CSS)
Unavailable New
A standard naming convention implemented for user-
defined CSS prevents the style sheets from being
overwritten each time the system is updated.
17.997.022
Input Experience
Auto Date
Format Unavailable New
Save data entry time with this auto complete for month
and year when day is filled up. 15.602.639
Predefined date
range Unavailable New
A set of predefined values are available for date range
selection. For example, This year, Today, Yesterday and
etc. Whenever one of these is selected, the date value will
be filled up automatically.
15.602.657
Close button Existing Enhanced
In Exact Synergy Enterprise, the Close button is more than
just closing the page. It will trigger incomplete entry or
changes; and require users to respond if saving changes
made before exiting the page.
15.602.644
(De) Select all
options Existing Enhanced
Users can select or deselect all check boxes from
the listing with just a click. 15.602.675
Save + New
Button Unavailable New
In all maintenance pages, the Save+New button is
introduced. This button allows users to continue with data
entry and saving the changes without exiting from the
18.321.230
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page.
Reset and
Default buttons Existing Enhanced
The Reset button is to reset all values on the screen
controls like input textbox, browser, combo box and etc.
The Default button is the same as the Reset button, which
also removes all the customized controls.
18.321.593
Auto focus on
input field Unavailable New
Input field that currently requires attention will be
"wrapped" with a bold line box to distinguish it from other
input fields.
15.613.645
Maintain master
data within
browser
Unavailable New
Users can add or edit master data within the browser itself
if the master data is not available for selection. Users no
longer need to do it from the maintenance menu.
15.623.898
15.623.923
Type-ahead
suggest textbox Unavailable New
In Exact Synergy Enterprise, type-ahead suggest textbox is
available for all the commonly-used input fields. Based on
the input provided, the system will suggest a list of possible
values. Users do not have to complete the entire word.
15.602.665
Image control
for maintenance
application
Existing Enhanced Images can be uploaded using image control. 15.602.685
Auto load
browser if
mandatory field
is left blank
Unavailable New
The browser will be loaded automatically whenever users
leave a mandatory field blank. This action is triggered
when users press the TAB or ENTER key.
15.602.698
Input data into
text box Unavailable New
Users can input data in a text box other than searching for
it from the browser window. 18.321.248
Output Experience
Sorting features Existing Enhanced Only a click is required to change the sorting sequence.
Results will be refreshed automatically. 15.602.684
Pagination Existing Enhanced
Users can define the page size (the number of rows) to be
displayed in the results page for better readability and
data loading performance.
15.602.666
Show button to
retrieve reports Existing Enhanced
For all report pages, when the page is loaded up for the
first time, the Show button is displayed. Until users have
filled up all the selection criteria and clicked the Show
button, the button will be displayed as Refresh.
18.321.211
Interactive chart
view Existing Enhanced
Organization can be displayed in a newly enhanced
interactive chart view, whereby basic information can be
viewed from the chart itself. Users can also drill down to
the next hierarchy level without refreshing the page.
15.602.627
Printable and
exportable to
Microsoft Excel
Existing Enhanced Ability to preview and print report with just a click based
on the report results. 15.613.095
Accessibility
Different data
row color Unavailable New
Results are displayed in rows with alternate colors to
improve readability. 15.602.647
Non-action links
and icons in Existing Enhanced
For a more organized and structured layout, all the action
buttons are now place at the top of the page, while all 18.321.266
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relocated non-action links are moved to monitor section.
Warning
message when
navigating
away
Unavailable New
In the maintenance page, when changes are made and
users navigate away without saving, a warning message
will be displayed for confirmation.
15.613.580
Confirmation
message on
close
Unavailable New
In the maintenance page, when changes are made and
users clicked on the Close button, a warning message will
be displayed to confirm if changes need to be saved.
15.602.644
Message in new
window Existing Enhanced
Messages are displayed in a new window to draw users'
attention. 15.345.128
Remember last
menu tab
entered
Unavailable New The system will always remember the last menu tab
selected by the users and display it on the next login. 15.602.737
Hyperlinked for
selected value
in browse
control field
Existing Enhanced The value in the browse control field will be hyperlinked to
make maintenance easier and more flexible. 15.607.933
Standard
location for
messages
Existing Enhanced Messages are displayed at a standard location for
consistency. 15.608.539
Recode, Copy,
and Merge
buttons
Existing Enhanced Recode, Copy, and Merge buttons are placed in edit
mode instead of view mode. 15.608.236
Adding page to
Favourites Existing Enhanced
Adding a page to Favourites can be done by right-
clicking on a menu link. 15.617.672
Bigger clickable
area for check
boxes and radio
buttons
Existing Enhanced Users can click on the caption besides a check box or
radio button to activate the control. 15.607.867
Findability
Advanced
search Existing Enhanced
Users can now include more search criteria to refine the
search result. 15.602.713
Advanced
search Existing Enhanced
The default advance search criteria are simplified for easy
usage.
17.424.438
17.996.409
Search Feature:
Start with,
Contains and
Equal to
Existing Enhanced
In the search application, the search feature "Starts with",
"Contains" and "Equal to" are replaced with an icon from a
drop-down list.
15.602.677
Customize
search page Existing Enhanced
Users are able to customize the available columns before
performing the search process. 15.617.675
Smart search for
Documents and
Requests
browsers
Existing Enhanced The smart search in pop-up browsers provides
convenience to the users. 17.371.644
Unicode
Unicode Unavailable New The system is Unicode compliance which truly support 17.804.316
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compliance multi-country operations.
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FUNCTIONAL COMPARISON
Functional Worksheet
Financial
Exact Synergy Exact Synergy
Enterprise Notes
Unsupported Functionalities
1 Create new currencies Y N Done via metadata.
2 Generate budget - Copy HRM payroll data into
Financial budget
Y N Removed due to revamp of payroll
in Exact Synergy Enterprise.
3 Indicators report - Expand and collapse report Y N Removed due to revamp of payroll
in Exact Synergy Enterprise.
4 Division: Period report - Expand and collapse
report
Y N
5 Revenue Top 100 report - Set duration before
timeout for report
Y N
6 Suppliers Top 100 report - Set duration before
timeout for report
Y N
1.0 Setup
1.1 Organization data - Groups, divisions, cost
center groups, cost centers
Y Y
1.2 Master data - GL accounts, categories, budget
scenarios, payment condition
Y Y
1.3 Financial years/periods Y Y
1.4 Tax codes and tax return boxes Y Y
1.6 Currency's period and daily exchange rates Y Y
1.7 Indicators Y Y
1.8 Entry screens Y Y
1.9 Numbers: Our ref - General, Sales, Purchase Y Y
1.10 Settings Y Y
2.0 Entry
2.1 Financial entry Y Y
2.2 Process open entry Y Y
2.3 Process: Result Y Y
2.4 Delete entry Y Y
2.5 Edit entry Y Y
2.6 Reopen processed entry Y Y
2.7 Financial budget entry Y Y
2.8 Approve budget entry Y Y
2.9 Process budget entry Y Y
2.10 Reopen budget entry Y Y
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2.11 Delete budget entry Y Y
2.12 Resources budget entry Y Y
3.0 Reports
3.1 Search Y Y
3.2 Search template Y Y
3.3 Organization chart report by indicator Y Y
3.4 Division status report Y Y
3.5 Financial log Y Y
3.6 Chart of Accounts Y Y
3.7 G/L cards Y Y
3.8 Balance sheet, P&L Y Y
3.9 Pivot analysis Y Y
3.10 Results Y Y
3.11 Indicators Y Y
3.12 Division: Period Y Y
3.13 Budgets Y Y
3.14 Account receivables - Sales invoice, Balance list,
Aging analysis, Revenue: Top 100
Y Y
3.15 Account payables - Purchase invoice, Balance
list, Aging analysis, Suppliers: Top 100
Y Y
3.16 Tax transactions Y Y
3.17 Exchange rates Y Y
3.18 Graph - A/R, A/P, Bank/Cash Y Y
3.19 Generate Excel Y Y
3.20 Log: Excel mail merge Y Y
3.21 View report by Our/Your Ref Y Y
3.22 View report by Entry No Y Y
4.0 Replication - XML, URL, Backgroundjob
4.1 Budgets Y Y
4.2 Financial transactions Y Y
4.3 G/Ls Y Y
4.4 Exchange rates Y Y
4.5 RPFinancialcheck.exe Y Y
5.0 Financial Consolidation
5.1 Consolidation structure N Y
5.2 Ownership listing N Y
5.3 Check configuration N Y
5.4 Presentation currency translation N Y
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5.5 Consolidation worksheet N Y
5.6 Elimination entries N Y
5.7 Consolidated balance sheet N Y
5.8 Consolidated profit & loss statement N Y
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Functional Worksheet
Logistics
Exact Synergy Exact Synergy
Enterprise
Notes
Functionalities
1 Warehouse and warehouse creation Y Y
2 BOM Y N Only available in integrated
environment.
3 Create catalogs Y Y
4 Merge item Y Y
5 Item search Y Y
6 Recode release Y Y
7 Promote release Y Y
8 Read log in item card Y Y
9 Send e-mail function in item card Y Y
10 BOM report Y N Only available in integrated
environment.
11 XML item replication Y Y
12 XML sales order replication Y Y
Logistics
1.1 Create assortment Y Y
1.2 Create releases and link to assortment Y Y
1.3 Create assortment properties and link to
assortment
Y Y
1.4 Recode assortment and assortment code Y Y
1.5 Merge assortment and assortment code Y Y
1.6 Create item - relation types and link to item Y Y
1.7 Shown parent-child relation in configuration
page
Y Y
1.8 Create units and apply to item Y Y
1.9 Logistics settings Y Y
1.10 Create item Y Y
1.11 Link attachment to item Y Y
1.12 Configuration in item - Parent and child
relationship
Y Y
1.13 Link account to an item Y Y
1.14 Recode item Y Y
1.15 Move item - attributes Y Y
1.16 Move item - Assortment Y Y
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1.17 Variant and discount price in item card Y Y
1.18 Batch update - item Y Y
1.19 Request merge - item search Y Y
1.20 Webshop Y Y
1.21 Sales invoices Y Y
1.22 Purchase order Y Y
1.23 Serial/Batch item Y Y
1.24 Data log in item card Y Y
1.25 XML invoices replication Y Y
1.26 XML purchase replication Y Y
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Functional Worksheet
HRM
Exact Synergy Exact Synergy
Enterprise
Notes
Unsupported Functionalities
1 Absence Period Closing
** Limitation in Sick Request viewed in Personal
Planning page:
Sick Request created without entering End Date
but End Time is defaulted with 00:00 hours
:: In Personal Planning page, the Sick Request is
coloured up to today's date
Y N BR 22.019.266
BR rejected as this is the design in
.Net
1.0 Vacancy, Applicant & Resource
1.1 Create new vacancy Y Y
1.2 Create new applicant with vacancy linked Y Y
1.3 Create new applicant without vacancy Y Y
1.4 Edit, modify, delete, copy, reject vacancy and
applicant
Y Y
1.5 Create applicant in vacancy Y Y
1.5 Create, edit, transfer resources Y Y
1.6 Linking vacancies from an external website N Y
1.7 Ability to search and merge double applicants N Y
1.8 Internal employees application for a vacancy N Y
1.9 MS Word integration N Y
1.10 Multiple employment per vacancy N Y
1.11 Enhanced reporting on applicants N Y
1.12 Physical location in applicant and vacancy
cards
N Y
1.13 Multiple attachments for applicants and
vacancies
N Y
1.14 Multiple applicants entry N Y
1.15 Import applicants N Y
1.16 To be approved status for vacancies N Y
1.17 Google map service N Y
2.0 Absence
2.1 Absence request Y Y
2.2 Multiple absence request Y Y
2.3 Prorate entitlement Y Y
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2.4 Personal planning Y Y
2.5 Schedule maintenance Y Y
2.6 Absence period closing Y Y
3.0 Competency
3.1 Simple method Y Y
3.2 Advanced method Y Y
3.3 New calculation methods for competency
management - summation, average &
percentage
N Y
3.4 Applicant and vacancy matching N Y
3.5 Applicants and vacancies matching wizard N Y
3.6 Resume/CV N Y
3.7 Search resources based on competency N Y
4.0 Performance Management
4.1 Target agreement N Y
4.2 Performance review management N Y
5.0 Time & Attendance
5.1 Advance work schedules with ON/OFF option N Y
5.2 Time and attendance reporting N Y
6.0 Payroll
6.1 Payroll component Y Y
6.2 Payroll processing Y N
7.0 User License Types
7.1 Employee Self Service N Y
7.2 Business N Y
7.3 Full Suite N Y
7.4 Search resource by user license types N Y
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Functional Worksheet
Documents
Exact Synergy Exact Synergy
Enterprise
Notes
1.0 Maintenance of documents
1.1 Create main category, category, subcategory
for new document
Y Y
1.2 Create new document type layout Y Y
1.3 Create new document using the main
category-category-subcategory and type
layout
Y Y
1.4 Grouping of documents by category/type at
Document startpage
Y Y
1.5 Document explorer view N Y
1.6 Use version control Y Y
1.7 Create mail merge and document layout Y Y
1.8 Select and delete/archive/draft all documents Y Y
1.9 Create pictures Y Y
1.10 Move document Y Y
1.11 Create website layout Y Y
1.12 Create list layout Y Y
1.13 Create news layout for divisions Y Y
1.14 Set default news frontpages for all modules Y Y
1.15 Scan document Y Y
1.16 Save document templates Y Y
1.17 Read mode for attachment N Y
1.18 Use corporate tags N Y
1.19 Define automatic document archiving criteria N Y
2.0 Functionality of documents
2.1 Edit document - modify, save, delete, draft Y Y
2.2 Copy document Y Y
2.3 Reply document Y Y
2.4 Archive document Y Y
2.5 Preview document Y Y
2.6 Print document Y Y
2.7 Switch between simple and advanced mode
when editing
Y Y
2.8 Publish document as headlines/frontpages Y Y
2.9 Edit document with Word by clicking the Word Y Y
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icon on document
2.10 Email document with Outlook by clicking the E-
mail icon on document
Y Y
2.11 Delete document based on document deletion
date
Y Y
2.12 Insert attachment into document Y Y
2.13 Set security levels for documents Y Y
2.14 Use special symbols/character during editing Y Y
2.15 Multiple attachments N Y
2.16 Document tagging N Y
2.17 Document bulk upload wizard N Y
3.0 Document search
3.1 Search document Y Y
3.2 Document smart search N Y
3.3 Customize document search Y Y
3.4 Quick search for document - left menu Y Y
3.5 Document listing sort by creator name N Y
3.6 Document search based on tags N Y
4.0 Pivot analysis
4.1 Pivot analysis include matrix/bar/pie view Y Y
4.2 Pivot analysis include list, organization chart, line,
and region chart
N Y
5.0 Others
5.1 Forum subscription Y Y
5.2 Full text background job Y Y
5.3 Subscribe to document lists as an RSS feed N Y
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Functional Worksheet
CRM
Exact Synergy Exact Synergy
Enterprise
Notes
1.0 Maintenance of account
1.1 Maintain account (Add, Edit & Delete) Y Y
1.2 Maintain titles Y Y
1.3 Maintain address - types Y Y
1.4 Maintain free fields - accounts Y Y
1.5 Maintain free fields - contacts Y Y
1.6 Maintain free fields - addresses Y Y
1.7 Maintain ship via Y Y
1.8 Maintain job titles Y Y
1.9 Transfer of reseller account Y Y
1.1 Maintain account fields-links Y Y
1.11 Customize corporate account card Y Y
1.12 Maintain contract parameters Y Y
1.13 Maintain contract processes Y Y
1.14 Maintain settings Y Y
1.15 List account fields Y Y
1.16 Microsoft Add-ins Y Y
1.17 Synchronize settings Y Y
1.18 Not validated accounts cleanup Y Y
1.19 Doubles: Accounts Y Y
1.20 Doubles: Contacts Y Y
1.21 De-duplication N Y
2.0 Account Entry
2.1 Create prospect account Y Y
2.2 Create customer account Y Y
2.3 Create associate account Y Y
2.4 Create supplier account Y Y
2.5 Create reseller account Y Y
2.6 Create division account Y Y
2.7 Create bank account Y Y
2.8 Create lead account Y Y
2.9 Create suspect account Y Y
2.10 Quick entry N Y
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2.11 Import wizard N Y
3.0 Search & Reporting
3.1 Set search criteria as a template Y Y
3.2 Ability to customize search fields Y Y
3.3 Search result can be returned as "count" instead
of listing
Y Y
3.4 Export search result Y Y
3.5 Mail merge Y Y
3.6 Account pivot analysis Y Y
4.0 Contract
4.1 Contracts maintenance Y Y
4.2 Contract pivot analysis Y Y
4.3 Contract monitor & analysis Y Y
4.4 Inflow/outflow analysis Y Y
4.5 Contracts prolongation Y Y
5.0 Portal Access
5.1 Login as reseller Y Y
5.2 Login as customer Y Y
5.3 Login as supplier Y Y
5.4 Separate licenses required for Customer and
Reseller portals
N Y
6.0 Opportunity Management
6.1 Sales cycle definition and process N Y
6.2 Opportunity maintenance N Y
6.3 Opportunity reports/dashboard/funnel N Y
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Functional Worksheet
Marketing
Exact Synergy Exact Synergy
Enterprise
Notes
1.0 Forum
1.1 Discussion
1.1.1 Subscription Y Y
1.1.2 Subject Y Y
1.1.3 Recent postings Y Y
1.1.4 Last 7 Days Y Y
1.1.5 Search Y Y
1.2 Links Y Y
1.3 Forum
1.3.1 Reseller Y Y
1.3.2 Customer Y Y
1.3.3 Employee Y Y
1.4 Maintenance
1.4.1 Categories Y Y
2.0 Reports
2.1 Customers
2.1.1 Request: Statistics Y Y
2.1.2 Customer satisfaction Y Y
2.1.3 Classifications Y Y
2.1.4 Ratings Y Y
2.1.5 Sectors Y Y
2.1.6 Mail merge: Log Y Y
2.1.7 Item: Downlaod Y Y
2.2 Web Site
2.2.1 Portal Y Y
2.2.2 Activity Y Y
2.2.3 Requests: Web Site Y Y
3.0 Maintenance
3.1 General
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3.1.1 Sectors Y Y
3.1.2 Subsectors Y Y
3.1.3 Sizes Y Y
3.1.4 Classification Y Y
3.1.5 Sources Y Y
3.2 Rating: Rule
3.2.1 Customer Y Y
3.2.2 Reseller Y Y
3.3 Web Site
3.3.1 Web Sites Y Y
3.3.2 Customer: Page - Support Y Y
3.3.3 Settings Y Y
3.3.4 Frontpage Y Y
3.3.5 List Y Y
3.3.6 Banner Y N
3.4 Orders
3.4.1 Catalogs Y Y
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Functional Worksheet
Workflow
Exact Synergy Exact Synergy
Enterprise
Notes
1.0 Request type
1.1 Create a new category Y Y
1.2 Modify/delete existing category Y Y
1.3 Create a new request type Y Y
1.4 Editing/removing request types Y Y
1.5 New field - Account (Type) and Account
(Status)
Y Y
1.6 Time field Y Y
1.7 Time zone Y Y
1.8 Remove remark Y Y
1.9 Additional reference for free GUID fields Y Y
1.10 Term issue Y Y
1.11 Security issue Y Y
1.12 Create request and assign request to various
resources
Y Y
1.13 Calendar and workflow notification Y Y
1.14 Create document from request N Y
1.15 Allow hyperlink in remarks N Y
1.16 Specifying request fields to copy N Y
1.17 Ability to add section in request N Y
1.18 Request fields relationship definition N Y
1.19 XML export/import of request types N Y
2.0 Request Search
2.1 Search through request ID Y Y
2.2 Search request information using advanced
search
Y Y
2.3 Customize search fields Y Y
2.4 Creating private search template Y Y
2.5 Creating public search template Y Y
2.6 Add new column Y Y
2.7 Advance search Y Y
2.8 Define account and contact free fields Y Y
2.9 Workflow: Mail merge Y Y
2.10 Workflow: Mail merge (user-defined address N Y
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type)
2.11 Grouping for workflow list N Y
2.12 Sort by using column headers in addition to
dropdown list
N Y
2.13 Adjustment on remove from workflow pop up
message
N Y
2.14 Capability to mark request task as unread N Y
2.15 Workflow transfer N Y
2.16 Workflow bulk handle N Y
3. Pivot Analysis
3.1 Pivot analysis Y Y
3.2 Enable "filter criteria" for "free fields" in pivot
analyses
Y Y
3.3 Add new field Y Y
4. Test/Poll
4.1 Create new category Y Y
4.2 Test/Poll: List Y Y
4.3 Test/Poll: Answer Template Y Y
4.4 Test/Poll: Design Y Y
4.5 Test/Poll: Execute Y Y
4.6 Test/Poll: Settings Y Y
4.7 Test/Poll: Quality Analysis Y Y
5. Process Flow
5.1 Create and define process flow template Y Y
5.2 Create new process flow template Y Y
5.3 View process flow template Y Y
5.4 Edit existing process flow template Y Y
5.5 Create new process flow Y Y
5.6 Reject and resubmit or reopen existing request
in a process flow
Y Y
5.7 Validation on next request creation in a process
flow
Y Y
5.8 Delete existing process flow template Y Y
5.9 Allow maximum 10 requests in a process flow N Y
5.10 Horizontal view of workflow requests N Y
6 Option to display 12-hour clock (AM/PM) N Y
Quercis
Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780
fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 22
Functional Worksheet
Assets
Exact Synergy Exact Synergy
Enterprise
Notes
1.0 Maintainance
1.1 Fixed assets
1.2 Purchase contract Y N
1.3 Service contract Y N
1.4 Depreciation Y Y
1.5 Assets group Y Y
1.6 Miscellaneous Y Y
1.7 Settings Y N
2.0 Fixed Assets
2.1 Fixed assets Y Y
2.2 Purchase contract Y Y
2.3 Service contract Y Y
3.0 Search
3.1 Simple search Y Y
3.2 Advanced search Y Y
3.3 Customize search Y Y
3.4 Creating search Y Y
4.0 Reports
4.1 Resource Y N
4.2 Cost center Y N
4.3 Status Y N
4.4 Asset group Y N
4.5 Supplier Y N
4.6 List N Y
4.7 Service contract Y Y
4.8 Contract: Analysis Y Y
4.9 Contract: Monitor Y Y
4.10 Contract: Inflow/Outflow Y Y
4.11 Prolongation: Analysis Y Y
4.12 Prolongation: Value - Division Y Y
4.13 Balance list Y Y
4.14 Depreciation plan Y Y
4.15 Transaction Y Y
Quercis
Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780
fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 23
4.16 Intercompany Y Y
4.17 Total: Year end Y Y
4.18 Purchase contracts Y Y
Quercis
Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780
fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 24
Functional Worksheet
Project
Exact Synergy Exact Synergy
Enterprise
Notes
1.0 Entry
1.1 Project entry Y Y
2.0 Maintenance
2.1 Free fields Y Y
2.2 Settings Y Y
2.3 Realizations Y Y
3.0 Reports
3.1 My Projects Y Y
3.2 Managers Y Y
3.3 Divisions Y Y
3.4 Accounts Y Y
3.5 Items Y Y
3.6 Cost center Y Y
3.7 Read - recent Y Y
3.8 Schedule: Yearly Y Y
3.9 Schedule: Monthly Y Y
3.10 Resource: Planning Y Y
3.12 Group request Y Y
3.13 Project invoices Y Y
3.14 Productivity reports Y Y
3.15 Entry report Y Y
3.15 Job activity reports Y Y
3.16 Interactive balance Y Y
3.17 Transaction Y Y
3.18 Budgets Y Y
3.19 Balance list Y Y
3.20 Realizations Y Y
3.21 Resource Y Y
3.22 Overdue Y Y
4 Search Y Y
5 Organization Chart N Y
Quercis
Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780
fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 25
Quercis
Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780
fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 26
Functional Worksheet
Business Analytics
Exact Synergy Exact Synergy
Enterprise
Notes
1.0 Setup
1.1 Install user interface N Y
1.2 Create view categories N Y
1.3 Create view templates N Y
1.4 Report deployment scheduling N Y
2.0 Reports
2.1 Search N Y
2.2 Search templates N Y
2.3 Dashboards N Y
2.4 View summary and listing N Y
Quercis
Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780
fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 27
Functional Worksheet
System
Exact Synergy Exact Synergy
Enterprise
Notes
1.0 Consistency Check
1.1 Logistics consistency check Y N
1.2 Consistency check - Purchase: Items Y N
1.3 Consistency check - GL/Accounts Y N
1.4 Consistency check - Item groups: Purchase (G/L
Accounts)
Y N
1.5 Consistency check - Invalid: Payment conditions Y N
1.6 Consistency check - Invalid: Delivery method
code
Y N
1.7 Contacts Y N
1.8 Addresses Y N
1.9 CRM: Advanced Y N
1.10 Contacts: Doubles Y N
1.11 Financial: Customer code + Vendor code Y N
2.0 Reports
2.1 Resources Y Y
2.2 Applications Y Y
2.3 Hours Y Y
2.4 History Y Y
2.5 Tables Y Y
2.6 Files Y Y
2.7 File groups Y Y
2.8 Activity: Current Y Y
2.9 Activity: History Y Y
2.10 Session Y Y
2.11 Solutions Y N
2.12 Application log Y Y
2.13 Data log Y Y
2.14 Errors log Y Y
2.15 Processes log Y Y
2.16 Performance log Y Y
3.0 Maintenance
3.1.1 Customize Y N
3.1.2 Homepage Y N
Quercis
Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780
fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 28
3.1.3 Favourites Y N
3.2.1 Delegation Y Y
3.2.2 Roles Y Y
3.2.3 Function rights Y Y
3.2.4 Servers Y Y
3.3.1 Search terms Y Y
3.3.2 Customized terms Y Y
3.4.1 New database Y Y
3.4.2 Set up company Y Y
3.5.1 Banner settings Y N
3.5.2 Calendar settings Y Y
3.5.3 Processes settings Y Y
3.5.4 All settings Y Y
3.5.5 Add-on Y N
3.6.1 XML Homepage Y Y
3.6.2 XML Topics Y Y
3.6.3 XML Results Y Y
3.6.4 Replication - Sources Y Y
3.6.5 Replication - Targets Y Y
3.7.1 Words (Full text index) Y Y
3.7.2 Noise words Y Y
3.8.1 Installation: Microsoft Office Add-ins Y Y
3.9.1 Log: Data Y Y
3.9.2 Log: Truncate Y Y
3.9.3 Query: Duration (Maximum) Y Y
3.10.1 Countries Y Y
3.10.2 Countries: Classifications Y Y
3.10.3 Currencies Y Y
3.10.4 Time zones Y Y
3.10.5 Titles Y Y
3.11.1 License Info Y Y
3.11.2 License Update Y Y
3.12.1 Explorer Repository Y Y
3.12.2 Rebuild Repository Y Y
3.12.3 Repository Scripts Y N
3.13.1 Export metadata N Y
3.13.2 Import metadata N Y
Quercis
Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780
fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 29
4.0 User License Management
4.1 Employee Self Service User N Y
4.2 Business User N Y
4.3 Full Suite User N Y
5.0 Web Services
5.1 Web services N Y
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