IT
Demo Questions and Answers Form
Organize the technical questions the evaluation team raises with the vendor during a system demo, grouped by module: accounts payable, accounts receivable, banking, reporting, fixed assets, general ledger, consolidation, approvals, and procurement.
What's included
- AP.1 How Do You Attach a Supplier Invoice/Credit PDF Document to the Corresponding AP Transaction Created by ACI/OCR/EDI/Manual Entry?
- AP.2 AP Approval of Creation and Changes to Bank Account Details - What Security Options Does the System Have for the Segregation of Duty Audit Requirement?
- AR.1 In the Demo, the Manual Sales Invoice Request Screen, the Customer Field Looked Like a Text Field Rather Than a Drop-Down List of Pre-Created and Validated Customers. We Need the AR Transaction Request to Only Show or Enable Search on Valid Customers, Pre-Created with a Valid Customer Code
- Additional Comments
- Additional Comments
- AR.2 Sales Document Request Approval - How Can This Be Set Up?
- Additional Comments
- AR.3 Sales Invoice Image - Is It Possible to Preview the Image of an AR Document Prior to the Invoice/Credit Request Being Posted to the Sub Ledger or Sent to the Customer?
- +39 more
9 page(s) · 47 fields