FACTS Data Sheet: Product Overviewond18, 28pt, · • Save money on office supplies, such as paper, toner and manual filing systems • Enhance security by authorizing users to view

“With FACTS, all the

information is right at our

staff’s fingertips so the

end result is better

service to our customers

and increased sales

for us.”

- Sam Garber, General Manager DRP Performance Products

FACTS Data Sheet:Product Overviewond18, 28pt,

In today’s fast-paced, technology-driven business environment, distributors demand more than

ever from their software – and their service providers. With over twenty-five years of proven

distribution software success, FACTS is specifically designed to meet these growing demands.

A Quality System, A Proven Solution

Originally developed by Aperum (formerly known as Software Solutions, Inc.) since 1979,

FACTS has set the industry standard as a leading distribution software system that is easy-to-

use and easy-to-learn, at a price point that is affordable. Today, with expanded features and

enhanced interfaces, FACTS is designed to help distributors of all types run a more efficient

and more productive operation, end-to-end.

A Reliable Standard in Distribution Software

FACTS allows distributors to enhance customer service, optimize inventory levels, increase

productivity and improve profitability. FACTS provides a complete distribution management

system that links all business functions. From the front office to the back office, key business

elements are integrated and processes are automated throughout the intuitive FACTS system.

Component-Based Architecture

By supporting both graphical and character based environments, FACTS doesn’t require the

upgrade of existing technology to PCs. By allowing for the continued use of character-based

terminals, additional hardware expenses can be avoided. For distributors using a graphical

interface with PCs, FACTS provides a true thin-client environment.

Copyright © 2001-2005 Infor Global Solutions and/or their affiliates or licensors. All rights reserved. The Infor word and design marks are

trademarks and/or registered trademarks of Infor Global Solutions or one of its affiliates. All other trademarks listed herein are the property of

their respective owners.

CORE & ADD-ON SOLUTIONS: Sales Orders

Web-Based Storefront

Relationship Management

Inventory Control

WMS

EDI

Purchase Orders

Accounts Receivable

Accounts Payable

General Ledger

Sales Analysis

System Management

FaxLink

Report Writer

Archive

Forms Management

Service and Repair

Manufacturing Control

Job Cost

Payroll

Manage By Exception

With the number of SKU’s in your warehouse, do you have the resources to closely monitor each

one for replenishment? Probably not. That’s why FACTS shows you exception items and

suggests replenishment orders as needed. With powerful business management tools, FACTS

puts key information at your fingertips allowing you to make more informed decisions and

keeping you a step ahead.

Current Reporting Options

Current and accurate reports – when you want them, in the format you need. As one of the most

critical services provided by FACTS, custom reports are available through Report Writer or

exportable through other reporting applications such as Excel and Crystal Reports.

Customized Security Settings

Through a host of security options that protest sensitive business information, FACTS allows you

to secure your data and provide appropriate levels of access with complete confidence. With

sixty-tow security levels, you can easily assign each user a unique log-in code that limits their

access to specified data within the system.

Our Solution Partners

At Infor, we work side-by-side with a select group of the industry’s best resellers to market, sell,

deliver and support our products. The result? An extremely knowledgeable and experienced

channel of Solution Partners with an ability to service our customers that is unparalleled in the

business. With this team of professionals dedicated to the success of FACTS in your business,

we provide the best and most cost-effective local sales, service and support in the industry.

Implementation. Training. On-Going Support

Choosing FACTS as the software system to run your business is a decision that you can make

with complete confidence. A key benefit of selecting FACTS is the ability to leverage our

expertise to support your business goals from start to finish. With our network of highly-trained,

locally-based Solution Partners, FACTS customers receive extensive, hands-on service and

support. From the implementation process and training, to on-going support and future

upgrades, you will benefit from expert resources and quality service from true professionals.

Adding Value for a Complete Solution

When it comes to managing a distributor’s assets, FACTS has established a long and successful

track record. With over 2,000 installations in the field, FACTS gives distributors the competitive

edge that is crucial for success in today’s distribution market. FACTS enables and empowers

your employees allowing them to improve productivity, accountability and accuracy.

Infor Corporate Headquarters 11720 Amber Park Drive Suite 400 Alpharetta, GA 30004 770 418 2000 | Phone 770 418 2022 | Fax

Accounts Payable

allows distributors to

improve the overall

efficiency and

accuracy of their

payables processes.

FACTS Data Sheet:Accounts Payableond18, 28pt,

Accounts Payable provides distributors with efficient management tools for their trade and non-

trade payables as well as effective vendor management solutions. Accounts Payable allows

distributors to streamline and organize their payment processes which directly results in a

positive impact to their cash flow.

Document Creation

• Trade payables are automatically created by the PO programs and posted to AP, non-trade

payables can be quickly entered and expensed through Document Entry

• The default terms code assigned to each vendor automatically calculates discount amounts

and dates

• Create recurring documents for regular bills, even if they aren’t the same amount every

month

• Use vendor-specific GL Tables to rapidly assign which expense accounts are normally

assigned to the vendor

• Assign each expense line to the optional job

Vendor Notes easily conveys vital information to employees:

• Unlimited Vendor Notes can be created in multiple categories, such as payment notes or

general notes

• Urgent notes pop up in critical programs where communicating vital information is essential




KEY REPORTS: Open Payables Report

Aged Payables Report

Cash Requirements Report

Purchase History Report

Check Writing allows the repetitive task of cutting checks to become quick and efficient:

• Use the flexible payment selection program to determine which checks to print while

maximizing discounts

• Print non-invoice and manual checks

• Void checks quickly

AP Document

Entry is made

efficient by the

defaults in

Vendor File

Maintenance >>


Accounts Receivable

provides critical tools

to help your employees

become more

productive, efficient

and accurate.

FACTS Data Sheet:Accounts Receivable Cond18,

Other than inventory, no asset is typically larger than a distributor’s accounts receivable. FACTS

offers a complete set of tools that enable distributors to better manage all their receivables by

providing extensive reports and inquiries that are both convenient to access and easy to use.

Cash Receipts makes receipt of cash quick and easy by providing time-saving tools:

• Quickly apply checks using the Auto-Apply function

• Easily find a customer by entering the invoice number from the remittance of a check

• Mark unapplied amounts of received cash as “on-account” for later application

• Apply miscellaneous cash straight to a General Ledger account

• Use Automatic Credit Application to apply a customer’s credits to outstanding invoices

• The Returned Check function records bounced checks in the system so the customer’s

account is accurately reflected

Customer Inquiry puts all the information you need right at your fingertips:

• View open and closed invoices with drill-down to the actual invoice

• Open sales orders with drill-down to the actual document

• Aging figures and payment history with detailed check data and credit check criteria

• Ledgercards, to view the transactions that make up the customer’s balance

• Sales figure summaries, Customer Notes and more




BUSINESS OBJECTIVE: Provide distributors with a complete solution that empowers their employees to better manage all their receivables processes through reports and inquiries that are easy to access and easy to use. KEY REPORTS: Open Receivables Aged Trial Balance Sales History Check History

Customer and AR Document Notes easily and quickly convey vital information to employees:

• Customer Notes can be created in multiple categories, such as collection or general notes

• Urgent notes pop up in critical areas where communicating vital information is essential

• AR Document Notes can track history on the collection efforts for a particular invoice

Dunning Letters based on user-defined criteria can dramatically improve your collection rate:

• Specify how many days past due an invoice has to be to appear on the dunning letter

• Base generation of Dunning Letters on invoice date or due date

• Create up to 5 unique letters, each increasing in urgency based on severity of lateness

• Set a minimum overdue balance required to create and send a dunning letter

Reports aid credit management and collections processes while providing several options:

• Open Receivables Report and Aged Trial Balance can be restricted to disputed invoices only

or for just those customers over their credit limit

• Sales History Report gives a quick snapshot of sales, cost and gross margin per customer

• Use the Check History Report and Ledgercard Print to resolve customer account issues

<< The Customer Inquiry holds a wealth of

information with the ability to drill

down on the details.

<< The Customer File Maintenance stores

Customer options that are used by

FACTS programs to provide efficient

customer service


By dramatically

reducing the need to

store numerous boxes

of paper files,

distributors can

reclaim warehouse

space for revenue-

generating inventory.

FACTS Data Sheet:Archive Cond18, 28pt, SS, White

The FACTS Archive solution helps distributors save valuable time and money by storing

important business documents electronically. Information is kept secure, organized and easy-to-

access. Archive allows distributors to reach new levels of efficiency and productivity by bringing

them closer to the elusive “paperless office”.

If you are like most distributors, you probably spend a lot of time and money producing and

handling paper. Imagine if your staff could find any document – current or historical – with just

a few keystrokes, then easily view and print it – without having to then re-file it correctly. By

dramatically reducing the need to store boxes of archived registers and paper files, distributors

can reclaim much needed warehouse space and use it for revenue-generating inventory.

Archive Allows You To …

• Save time by enabling your staff to find and file documents quickly

• Save time spent manually printing, collating and filing paper reports and documents

• Free-up valuable space used for storing documents in file cabinets and banker boxes

• Save money on office supplies, such as paper, toner and manual filing systems

• Enhance security by authorizing users to view various documents through security settings

• Improve document safety by saving documents to backup media, which can be stored in a

fireproof safe or offsite as part of your disaster recovery plan.




A PARTNER SOLUTION … Developed by Earnest &

Associates, an Authorized Infor

Solution Partner, Archive is

certified by Infor as a leading

solution for FACTS. By

selectively creating alliances

with partners that maintain the

same the same rigorous quality

standards for programming,

design and functionality, Infor

provides our customers with an

expanded and enhanced FACTS

solution.

Data Security

Archive is more secure than paper since all FACTS security levels are observed and enforced.

Now you can safely store important documents electronically, ensuring paper documents are not

misplaced or misfiled. Your off-site backup ensures reports and registers are preserved even in

the unlikely event of a fire or other disaster.

Simple to use, Archive is available through the FACTS printer selection system, allowing any

program using FACTS printers to create Archives, including Job Stream runs.

• Print to one of six available online libraries

• Optionally create a memo for each Archive

• Speed end-of-period processing by eliminating the need to wait for printers.

Document retrieval is made easy since Archive puts all stored documents at your fingertips:

• Find documents easily with filters by Program, Program Type, User and Date. Locate FACTS

Registers instantly with a filter by Register number

• Search for specific data within your documents such as a customer, item or dollar amount –

matches are highlighted for easy recognition

• Print lists of Archive files, including dates, memos, user codes, names and sizes.

Search for reports and registers printed to the Archive libraries


With Pro Business

Intelligence you can

better understand

your operations and

make more informed

business decisions.

FACTS Data Sheet:Pro Business Intelligence

The Pro Business Intelligence solution takes data collected and stored in FACTS and turns it

into meaningful information that you can use in your day-to-day activities. With information in

accessible reports and analysis, you can make better and more timely business decisions. It

gives you the means to understand the "why" behind your business performance.

Pro BI delivers an affordable and fully integrated set of business intelligence capabilities to

both FACTS and TakeStock users. With Pro BI, you can perform your own multidimensional

analysis, create reports and easily share the results to make better decisions. Novice to

advanced users across your company can explore large volumes of summarized data in seconds.

Pro BI draws information from your system database to model and build PowerCubes ("Cubes").

Cubes are optimized data sets that enable users to perform analysis with quick response times.

These Cubes can help you analyze multiple aspects of your business—to see how sales might

change over time; how often inventory turns; how suppliers have performed … just to name a

few cubes available:

> Accounts Receivable History > Customer Returns

> General Ledger Details > Open Accounts Payable

> Open Accounts Receivable > Purchase Order History

> Sales Analysis > Sales Order Booking

> Inventory Turns > New Customer Accounts






Solution Partner, BI is certified

by Infor as a leading solution

for FACTS. By selectively

creating alliances with partners

that maintain the same the

same rigorous quality





solution.

Easy-to-Use Analysis

The Cubes allow users to engage in multidimensional analysis of their FACTS data by using

point-and-click and drag-and-drop functionality and create dynamic, interactive reports. Three

simple but powerful capabilities allow users to analyze information from any point of view:

• Drill down: Gain fast answers to critical business questions by easily moving from one level of

information to the next.

• Slice-and-dice: Interactively explore data in any combination, from every conceivable angle.

• Graphical analysis: Choose from a wide range of graphical displays, making it easier to spot

trends and understand the key factors driving the business.

Data Exploration Features

• Ranking, sorting, and filtering: Quickly rank or sort data to determine your top-to-bottom,

best-to-worst performers. The 80/20 filter automatically groups all categories that amount to

less than 20% of a row total or column into an "Other" category.

• Drill through: Drill through to other related reports and Cubes easily by clicking a link.

• Projections: Forecast trends by extending current time-based data forward a number of

designated periods.

• Exception highlighting: Automatic exception highlighting clearly shows values in a report that

are above or below a value range.

• Scenario Dimensions: Explore alternative scenarios, such as Actual, Plan and Forecast, using

scenario dimensions.

• Find: Search for specific categories within Cubes and reports.

• Subsets: Create the logical groupings of information that you require, like “Top Products”,

based on criteria such as pattern matches and value thresholds.

• Nested cross-tabs and charts: Easily nest rows and columns both within and across multiple

dimensions.

• Flexible, Time Series Analysis: Compare period over period results and growth, for any period.

• Excel Output. Output the results of any report in formatted Excel format.

Visualizations Help Simplify Complex Data

The BI solution uses sophisticated visual reports ("visualizations") to communicate complex

business data quickly and intuitively. BI displays measures from multiple Cubes simultaneously

in an executive dashboard format using easy-to-read charts and graphs. When people view

several reports at once, they can see how information correlates and make better decisions.

Dashboard views, instant-impact visuals, aggregate displays, interactive exploration, flexible

chart types allow for fully customizable displays with many options for style, color and layout.


Document Delivery


save valuable time and

money with regards

improving the how

documents are created

and distributed.

FACTS Data Sheet:Document Delivery Title:

Document Delivery makes it possible to provide key documents to customers and vendors via

printed, faxed or emailed formats based on the preference of each recipient. With Document

Delivery, users can distribute invoices, statements, dunning letters or purchase orders by paper

copy, email or fax. Not only does this solution save companies substantial amounts of time and

money, but it also enhances customer service by allowing companies to further professionalize

and customize their correspondence.

Specify the Preferred Method of Delivery

With Document Delivery, when you print a batch of invoices, you can print some, fax some and

email others according to the preference of the recipient. This can be easily accomplished by

designating how each customer or vendor prefers to receive their documents in file

maintenance. FACTS will then automatically send the documents in the preferred manner each

time a batch is created. This provides a more customer-focused interaction by sending

documents more efficiently and in the desired format.

A Consistent, Professional Appearance

Whether printed, faxed or emailed, all documents are created using UnForm. This provides a

professional and consistent appearance throughout all the documents, further enhancing the

company’s branding efforts. If emailed, the document arrives as a PDF attachment.




A PARTNER SOLUTION … Developed by Earnest & Associates, an Authorized Infor Solution Partner, Document Delivery is certified by Infor as a leading solution for FACTS. By selectively creating alliances with partners that maintain the same the same rigorous quality standards for programming, design and functionality, Infor provides our customers with an expanded and enhanced FACTS solution.

System Requirements

• General: UnForm 4.1 or later and appropriate extra ProvideX sessions are necessary.

Document Delivery will operate on UNIX and Windows NT/2000 servers and on dumb

terminals as well as PCs. Document Delivery is available for FACTS versions 6.6 and above.

• For Printed Documents: Requires a PCL5 printer (most lasers & ink jets).

• For Faxed Documents: Requires VSI-Fax, a fax modem and phone line.

• For Emailed Documents: Requires a full-time Internet connection and a TCP/IP network

with server access to the SMTP server. The email server may be in-house or hosted by an

Internet Service Provider (ISP).


Email provides FACTS

users with a new level

of convenience that

will enable them to

work more efficiently

and effectively.

FACTS Data Sheet:Email Cond18, 28pt, SS, White

The Email solution provides FACTS users with the ability to send emails directly from FACTS

with reports and documents as attachments. This feature is designed to provide new levels of

convenience and efficiency by allowing users to send FACTS reports and documents more

quickly and more easily.

An email can be sent directly from any FACTS screen, whether you are working from a dumb

terminal or a PC. Attachments such as documents and reports can be attached to the email as

a text (.txt) file. With the addition of UnForm, the laser forms software for FACTS, the

attachment can be sent as an Adobe Acrobat (.pdf) file. The PDF attachment contains all of the

UnForm enhancements so they look just like the form printed on a laser printer.

Sending an email from FACTS is as easy as printing a report to a printer:

• Simply choose the email option instead of a printer

• FACTS automatically creates a new email, defaulting to the user’s name and email address

• Enter the recipient information on the email entry screen

• Type in a custom message for the body of the email – as long or short as necessary

• Multiple recipients and types (ie. To, Cc, Bcc) are supported

• Email addresses can be stored in the email directory and searched for in email entry

System Requirements:

FACTS Email will operate on UNIX and Windows 2000. The FACTS server must have TCP/IP

networking setup and be able to communicate with the SMTP email server. The email server

may be in-house or hosted by an Internet Service Provider. MailCall is required.






Solution Partner, Email is










solution.

Email Entry supports

text and Adobe

Acrobat attachments

and multiple

recipients. >>

The Email Directory

centralizes contact

data for the entire

company. >>


With Faxlink,

invoices, purchase

orders, quotes and

other documents can

be easily and quickly

faxed directly from

your FACTS system.

FACTS Data Sheet:Faxlink Cond18, 28pt, SS, White

Faxlink allows FACTS users to easily and quickly send faxes directly from any PC workstation or

even a dumb terminal. Using the power of VSI-FAX from Esker, Faxlink eliminates manual

faxing processes, thereby saving time and money. Even better, it’s fully integrated so that a fax

can be sent for all report and print functions from any FACTS solution. If you can print it from

FACTS, you can fax it using Faxlink.

Cover Pages are fully customizable with the CoverMaker utility and allow you to create as many

cover pages as needed for each department or function:

• Place variables such as date, company name, recipient and sender on the cover sheet

• Create customized text for each cover sheet using the WYSIWYG editor

• Cover pages are optional and each user can have their own cover page

Creating Faxes is easy. Anything that can be printed in FACTS can be faxed using Faxlink:

• FACTS Quick Note allows you to quickly create a memo for a cover page only fax

• Faxes sent to multiple recipients can be customized with individual and global memos

• Faxes can be sent immediately or at a specific time by specifying a transmission time within

24-hours, taking advantage of lower long-distance phone rates at off hours

• For PC users, the VSI-FAX client can be used to send faxes from any Windows program




BUSINESS OBJECTIVES: Faxlink allows distributors to

improve, enhance and

streamline a variety of standard

business communications by

make faxing documents more

efficient and effective.

Employees will save valuable

time and become more

productive while presenting a

professional appearance.

Distribution options from just one recipient to pre-defined broadcast faxes, Faxlink can support

any recipient distribution:

• Faxes can be sent to multiple recipients

• Fax directory records can be created for customers, vendors and other contacts

• Fax classes allow all recipients in a class to receive the same fax without having to enter the

information individually

• Fax groups consists of individual records, fax classes and/or other defined fax groups.

Fax Queue Inquiry

In both a graphical and character environment, the fax queue is available for viewing, modifying

or deleting a fax request.

Customized Forms

Professional looking invoices, purchase orders, quotes and other documents can be faxed using

UnForm to graphically enhance outgoing documents.


General Ledger

provides the flexible

integration for a wide

variety of fundamental

accounting processes.

FACTS Data Sheet:General Ledger Cond18, 28pt, SS,

The tight integration of General Ledger with other functions of FACTS ensures accurate posting

for multiple profit centers. The flexibility of settings offers the financial manager solid control

over which accounts are affected with every transaction.

General Ledger Posting Tables ensure that each functional area in FACTS can post transactions

to the general ledger via the versatile GL posting tables:

• Stock movements are associated with a set of GL accounts according to default accounts,

item classes, or even individual items

• Customer account changes can impact the GL by a set of default accounts or by customer

• Each vendor has an associated GL table for guidance when expensing invoices

• Multi-company environment supports branch and departmental profit centers according to

the requirements of the financial manager

Journal Entries allow for maximum flexibility when recording journal transactions:

• Automated recurring and reversing entries save time and provide visibility for schedules

• Allocating entries redistribute account activity for miscellaneous departmental needs

• Post entries to current, future and prior periods

• Balancing entries are ensured for each transaction




KEY REPORTS: Trial Balance Report

Detail Ledger Report

Journal Print Report

Budgets Print Report

Flexible Financial Reporting creates meaningful financial reports that are flexible and tailored to

your specific needs and requirements:

• Reports can be defined in ranges of account numbers so new account numbers are

automatically included in the report

• Set up one report that can be adapted for individual or multiple companies, branches, or

departments

• Consolidate profit center reporting at any level

• Twenty report formats available

The Account Inquiry

contains transaction

history, budgets

and summary

information. >>

Journal Entry allows

for maximum

flexibility of

recording current,

future and prior

periods journal

transactions. >>


Inventory Control will

redefine the way you

manage your inventory

allowing you to improve

processes, productivity

and profitability.

FACTS Data Sheet:Inventory Control Cond18, 28pt,

A distributor’s largest asset is their inventory. When effectively managed, no other part of a

distributor’s business can more positively impact their bottom line. To this end, FACTS

Inventory Control provides a comprehensive set of tools that enable distributors to dramatically

improve inventory management processes.

Restocking: The daunting task of knowing what to order, when to order it and how much to

order is easily brought under control with FACTS’ replenishment programs:

• Consult the Demand Action Report to glean items that have fallen below order point

• Utilize Vendor Review to monitor when to create purchase orders for certain vendors

• Use the Replenishment Report to review recommendations based on usage patterns

• Identify surplus stock to minimize carrying costs

• Qualify usage and lead time exceptions to ensure accurate demand forecasting

• Use the Flagged Item Reset program to quickly qualify unusual usage

• Run the Safety Allowance Reset to tune the safety allowance of each item

• Use the Movement Class Report to reset each item’s movement class according to its usage

and sales and to identify dead stock

Transfers: For multi-location distributors, the need to manage transfers with ease is imperative

for the transfer process to be efficient and easy-to-use:

• Transfers can be suggested and linked to a sales order from a different warehouse

• Transfers and confirm transfer shipments and receipt

• Track in-transit transfers, Use the Transfer Fill Report to prioritize which sales orders can be

filled by recent transfer receipt




KEY REPORTS: Stock Status Report

Surplus Stock Report

Inventory Turns Report

Seasonal Item Report

Flagged Item Report

Physical Inventory: An accurate physical inventory reduces costly errors and helps maintain

optimal levels of inventory to ensure you meet your customers needs. FACTS gives you the tools

to easily and effectively manage this process:

• Perform full physical inventories or cycle counts based on user-defined criteria

• Use the Discrepancy Report to identify possible re-count items

• Use the Capture Quantities program to avoid downtime in your operations during physical

inventory processing

• Update inventory levels based on count entries

Costing and Pricing: To provide flexible price matrices and prevent billing errors, FACTS’

costing and pricing programs offer several price level and quantity break options:

• Use the Electronic Price Updates to import vendor price lists

• Enter price changes at your leisure to become active on their effective date

• Assign each customer a preferred price level

• Create quantity breaks which will automatically be recognized by the sales order entry

• Pricing can be set using either fixed dollar amounts or be formula-based for immediate

updating due to varying costs or list price

Item Inquiry: This screen reveals everything a distributor needs to know about an item, whether

sales-related or inventory management-related:

• View current on-hand, on-order, backordered and committed quantities in each warehouse

• Review pricing detail for all price levels and quantity breaks

• Examine current purchase orders and review their expected arrival dates

• View the orders that individual items are currently committed to

• Look at Ledgercards to view the effect of transactions on the item’s on-hand quantity

• View and analyze transfer activity for an item


Job Cost allows

distributors to more

easily track, manage

and analyze projects

to ensure their

overall success.

FACTS Data Sheet:Job Cost Cond18, 28pt, SS, White

When dealing in a fast-paced, project-oriented environment, distributors can’t afford an

inaccurate job cost estimate. With Job Cost, now you have the management controls, dynamic

job tracking and extensive reporting features needed to maximize your budget and manage

project success. The system provides up-to-date cost and billing analysis from the origin of

estimate through job completion and final billing. A comparison to budget allows you to adjust

quickly to changing conditions.

Automatic General Ledger Posting

The system can be configured to automatically distribute entries to specific General Ledger

accounts. Transactions can be posted to the current or next accounting period. The system

provides a complete audit trail for all functions that affect account balances. Data can be

sorted by branch or department and work-in-process accounting can be maintained.

Job Invoicing

You can automatically select transactions to create invoices based on user-defined billing

frequencies. You select the billing method and frequency for each job.

Job Reporting

You can track and report jobs by job number, manager, customer or job class. You can also

request reports by warehouse and job status, summarized by job, cost type, cost code or

individual transaction.




KEY REPORTS: Posting Register

Overhead/Burden Consolidation

Register

Cost Analysis Report

Billing Analysis Report

Unbilled Cost Report

Cost Breakdowns

All Job Cost postings are divided into user-defined costing types (labor, materials or

subcontracting) and codes (design or fabrication) which enables you to analyze transactions at

multiple levels of detail.

Job Estimating

Job estimate entries can include detailed cost and billing breakdown and can be easily

converted to actual jobs. You can keep estimates on file forever and apply them to new

customers.

Other Key Functions Include:

• Cost and Billing Analysis compares estimated and actual costs and/or billing by percent

completion and reflects total dollars remaining at every stage of job execution.

• Contracts allows you to establish and revise contract information, total contract units and

dollars for each job.

• Job Completion provides a job completion worksheet and handles completion of costing

and/or billing for each job.

• Job Notes maintains a virtually limitless file of notes and vital information for each job to

view and print.

• Overhead / Burden Consolidation is an optional pre-invoicing process consolidates overhead

and burden transactions by job




manage production

processes with much

greater efficiency and

accuracy.

FACTS Data Sheet:Manufacturing Control Cond18,

Distributors often manufacture or assemble goods with components from their inventory and

Manufacturing Control provides distributors with a highly efficient system for managing these

production processes. From production planning to finished goods, Manufacturing Control

provides a step-by-step process that will reduce order fulfillment time and minimize the margin

of error, thereby improving customer service.

Bill of Materials and Formulation

• Finished items are produced and quantities are maintained in the warehouse

• The warehouse staff uses the production ticket to pick the component items needed to

produce the finished item

• Serial numbers for multiple quantities can be created automatically based upon user input

• Formula entry allows you to create finished items based on ingredients and packaging items

• Unlimited notes for each standard “recipe” and memos for each production run provide

complete production instructions

• Provides complete components, ingredient requirements, packaging requirements,

production overhead, labor and cost analysis associated with all BOM/Formulation items

• Provides a requirements report for up to five time periods based on production planning;

analyzes and reports cost changes as they occur




KEY REPORTS: BOM/Formulation Requirements

BOM/Formulation Usage

Cost Change Analysis

Production Planning

This feature sets production schedules by date while checking the availability on constituent

items. You can automatically create production tickets for planned production items.


The system can be configured to automatically distribute entries to the correct General Ledger

accounts. Transactions can be posted to the current or next accounting period. FACTS provides

a complete audit trail for all functions that affect account balances.

Additional Functions Include:

• Costing based on standard, weighted average, last or manual costing in Inventory Control.

• Usage/Cost Change Analysis pinpoints component usage in finished items and/or formulas.

Optionally, it performs “what if” analysis based on component cost changes.

• History includes warehouse, month-to-date, year-to-date and prior year activity.

• Inquires such as Bill of Material Inquiry provides detailed component and production

information. Formula Inquiry provides detailed ingredient and production information.


accommodates both

Bill of Materials and

Formulation planning

and production. >>


Payroll allows

distributors to simplify,

customize and

streamline their payroll

and check processes.

FACTS Data Sheet:Payroll 28pt, SS, White

Payroll streamlines and simplifies the entire payroll process by pre-defining earning and

deduction information. The system can be easily customized by defining parameters for earning

and deduction categories, tax tables, departments and pay cycles. It maintains and tracks

employee data for government reporting and tax purposes. The Payroll system supports and

posts all checks and also maintains detailed worker’s compensation information.


The system can be configured to automatically distribute entries to specific General Ledger

accounts. Earnings may be posted to the General Ledger based on department or on a

breakdown by percentage of total earnings.

Government Reporting

For tax reporting purposes, a 941 Form can be printed for income tax withheld for payroll

items. The 941 recap includes a daily total tax liability so that the IRS Schedule B can be

completed. The 945 Form may be printed for income tax withheld for non-payroll items W-2

information can be captured and printed as well as captured to magnetic media for companies

with over 250 employees.

Earnings Codes

Up to twelve weeks of codes may be used to represent earnings (such as regular pay, overtime

pay, vacation pay, etc.). These codes can be set up for hourly earnings (such as regular time,

overtime, time and a half, etc) or as codes not associated with hourly earnings (such as a bonus

or commission).




KEY INQUIRIES: Period-to-Date

Quarter-to-Date

Year-to-Date Totals

History by Period

Check History

Pay Cycle Information

Deductions Balances

KEY REPORTS: Check History

Earnings % Distribution

Employee Period History

Matching Deduction

Worker’s Compensation

Period Unemployment

Quarterly Unemployment

Multiple Departments allows payroll to be segregated by department for reporting and posting

purposes for employees who work in multiple departments.

Multiple Branches of up to 100 branches can be accommodated. Payroll can be segregated by

branch for reporting and posting purposes. Employees can work in multiple branches.

History allows users to maintain up to 24 periods of employee history – monthly, quarterly and

yearly totals.

Deduction Codes with up to 6 tax codes can be used to represent required deductions including

Federal, FICA, State, Local and 2 miscellaneous deductions. Up to 10 codes can be used to

represent other deductions (such as insurance, 401k, loans, advances, etc.)


Purchase Orders


improve efficiency

and accuracy for both

their employees and

their vendors.

FACTS Data Sheet:Purchase Orders hic Cond18,

Purchase Orders has the robust functionality and flexibility needed for today’s purchasing

managers. Purchase Orders integrates with the Inventory Control and Sales Order programs to

automate purchases for stocking items and special orders.

Purchase Order Creation

To save the buyer time, most purchase order lines are suggested from two sources -

replenishment programs and from special sales order lines:

• Review suggested POs from the replenishment programs or sales order for special orders

• Combine stock and non-stocked orders to maximize buying targets and minimize paper flow

• Import suggested PO lines into a new purchase order without re-keying data

• Sync Purchase Order Entry with Vendor and Item Inquiry views, allowing these views to

“follow along” as you enter new vendors and items

• Receive notification if the PO is within 80% of the buying target with an option to

automatically increase quantities evenly to meet the target

• Print vendor-item numbers on purchase orders instead of or in addition to item numbers

• See vital item information while in purchase order entry such as standard pack, weight,

warehouse quantities and more

Invoice Receiving provides a quick way to convert received purchase orders into AP invoices:

• Track differences between received cost and invoiced cost

• Create multiple AP invoices per receipt

• Monitor un-invoiced receipts




KEY REPORTS: Purchase Order Status Report

Cash Requirements Report

Open Payables Report

Receiving Report

Purchase Order Receiving functions are fast and efficient, allowing the user to:

• Create Non-PO receipts for unexpected arrivals that have been phoned in and not recorded

• Enter freight amounts that can be factored into item cost by weight, units or dollar amount

• Update inventory immediately in the warehouse for rush shipments

• Create multiple receipts per purchase order

• Quickly confirm complete shipments.

Cost Contracts ensures that the cost structure is carefully maintained for each vendor:

• Establish item costs as a fixed cost, percent of list price, a multiplier of manual cost, or a

multiplier of a previous quantity break

• Establish default PO costs per individual item, by item class, or all items

• Dictate an effective date and expiration date for each contract

• Create customer-specific contracts for a vendor

• Create default PO costs by warehouse

• Create multiple contracts per vendor

Inquiries provide purchasing managers with the right information at their fingertips:

• Vendor Inquiry provides information about recent receipts, suggested purchase orders, cost

contracts, and other salient vendor information

• PO Document Inquiry offers information about open and past purchase orders, including

receipt information for each order


Report Formatter


capture and manage

data more quickly to

provide better access

to key business

information.

FACTS Data Sheet:Report Formatter Cond18, 28pt,

Report Formatter brings more flexibility, convenience and functionality to FACTS reports by

allowing users to customize changes to FACTS report output without the modification of

standard code. Report Formatter allows users to expand their report output options in a variety

of ways to further enhance the way they gather information from FACTS.

Multiple Outputs allows you to print a report to a printer, the viewer and to a file at once.

Simply click the “Multiple” button on the Print Properties and add as many outputs as needed.

Number of Copies allows you to run a report for up to 5 people at once. Simply use the new

“No. of Copies” function and everyone’s report can print all at one time.

Expanded Output Types allows you to use the “Print to Excel” option when running your report.

You can also print to a text file or comma-delimited file. The Report Formatter also supports

supply chain management needs by providing report output to XML. You can print directly to a

TCP/IP port or to a file with customized XML tags for each supply chain partner.

Manage Security allows you to place a security code on any field to prevent it from printing on

the report for unauthorized users.

Custom Report Layouts allows users to create customized reports in many ways:

Remove a field from the report

Add a new field to the report

Change column header titles

Change which columns get totaled

Change the width of fields and their header titles

Change XML tags on a field-by-field basis for each layout




BUSINESS OBJECTIVES: Direct and manage the rapid

growth of information to

improve operations

companywide. Optimize

information transfer to ensure

continuity and accuracy.

KEY BENEFITS: Faster access to reports, more

flexibility to create the reports

that contain the information

that you need. Expand output

options and improve overall

communication of key

business information.

Layouts and Templates: Once you create your own layout, you can name the layout and save it

for easy access in the future. The layout can be a Personal or System layout and if desired, can

be set as a user’s default layout. Report templates will indicate which layout you prefer.


Report Writer allows

distributors to quickly

and easily customize

their FACTS data files

in more useful formats.

FACTS Data Sheet:Report Writer, 28pt, SS, White

Now more than ever, distributors need customized reporting capabilities, quickly and easily.

FACTS Report Writer is a powerful and flexible report writing and data analysis solution.

Although Report Writer is specifically designed to be easy-to-use for non-technical people, it

has the robust power and detailed functionality that experts demand.

Creating Reports uses the FACTS data dictionary to provide extensive access to

FACTS data files:

• Links between related files are established out-of-the-box for your convenience

• Custom data files are supported through custom dictionary maintenance

• Records can be printed side-by-side for standard reports, even when sub-totals are needed

• Data can be selected and sorted or exported into a variety of formats for further analysis,

charting, mail merges, etc.

• Control the contents of the report at print time with run-time replacements

• Data may be exported into industry standard text formats or exported straight to Excel

• Any report that has been saved can be re-executed or edited

• Data can be placed at any column and line position

• Create labels with up to 9 columns

Security, as with any function in FACTS, Report Writer has user-level security to guard sensitive

data. Security is provided through access and user levels while file definitions include a

numeric access levels to prevent unauthorized access to sensitive files.




BUSINESS OBJECTIVE: Drive and manage the

information from FACTS into

reports that will allow

distributors to leverage their

key business information.

Report Elements can be manipulated to do more than simply deposit data into a report:

• Records can be selectively printed by using simple relational expressions or more complex

expressions which filter the records based on several expressions connected with AND or OR

• Numeric fields can generate automatic totals or subtotals, averages and percentages or set

to print column maximums and minimums

• Begin/End Keywords allow specification of a range for records that are processed in the

primary or alternate sort file

• Reports can contain data from up to 99 related files and can reference fields – even those

not defined in the main report file – from related subsidiary files

• Reports can automatically print the number of records at subtotal and report total points

• Text fields can be set to force upper, lower, proper case or no case conversion, with various

date formats are available


The core features in

Relationship

Management bring

consistency and

efficiency to critical

business processes.

FACTS Data Sheet:Relationship Management

The FACTS Relationship Management solution (RM) is a powerful tool to manage prospects,

customers and vendors. RM also brings discipline and efficiency to business processes such as

sales, vendor management, credit and collections, returns management and more. The core

building blocks of Relationship Management include:

• Unlimited Contact information, Notes and To Do items

• Process flow combined with powerful filtering capabilities to create targeted lists of

contacts to be used for call lists, broadcasts, notes review or exporting to Excel

• Go To and Options menus that are incorporated into virtually all RM programs to access

standard FACTS entry programs and inquires, send email and letters, create Notes and To

Dos, maintain contact information.




A PARTNER SOLUTION … Developed by Pivotal Systems,

an Authorized Infor Solution

Partner, Relationship

Management is certified by

Infor as a leading solution for

FACTS. By selectively creating

alliances with partners that

maintain the same the same

rigorous quality standards for

programming, design and

functionality, Infor provides our

customers with an expanded

and enhanced FACTS solution.

Flexibility & Consistency: User defined codes for contact types, note types, To Do types, mail

codes, lead sources, process flows and email & letter templates allow RM to be configured to

match your business requirements. Mail & letter templates, notes and To Dos all support

default text with run time replacements to personalize and automate repetitive tasks and

provide a consistent corporate image.

Automatic Activity-Specific Notes: Activity specific notes are created when quotes are entered

or converted, SO & PO documents are entered or changed, To Do items are completed, email

and letters are sent. All notes support default text and run time replacements for increased

productivity and ease of use. Using the Filtered Notes query allows you to slice and dice notes

by type and date ranges to provide unique views into your contact data.

Visibility & Security: A powerful filter combined with process flow capability allows the tracking

of any business process from sales to credit & collections to vendor returns. Company-wide

visibility of relationship details, storage and enhanced security protect a valuable assets.

Technical Requirements

Relationship Management runs only in graphical mode. Minimum recommended screen

resolution is 1024x768 or higher. The email capability requires a full time TCP/IP connection

to an Internet SMTP mail server. Relationship Management uses the ProvideX Internet Toolkit,

which is included in the price of the module. FaxLink is required for broadcast fax capabilities.


RM Work Centers allow

users to capture every

touch you have with

customers and prospects

and see it all in a

detailed chronological

history.

FACTS Data Sheet:RM Work Centers Cond18, 28pt,

Relationship Management (RM) Work Centers are native tools designed to focus and manage

the various activities related to sales opportunities, pipeline analysis, credit / collections, quote

management and user definable customer profiles.

Productivity: All of the programs and information needed for Credit & Collections, Opportunity

Manager and Quote Manager are available from within the Work Center. Use filters and views

to focus on priority items.

Drill Down to Source Data: Create and edit quotes, send past invoices and statements, maintain

customer data and open invoices, synchronize with customer inquiries all from the Work Center.

Flexibility: Work Centers provide an easy to use, intuitive and flexible means to select specific

data fields relating to the Work Center, filter the records to display, define & display multiple

views, perform high level inquiries with drill down capability and export the results to Excel.

Drag & Drop: Work Centers have been designed to be intuitive and easy to use. Drag & drop

technology has been incorporated specifically for the end user to configure and maintain:

• Views – the data in the left panel, up to 15 views can be defined for each Work Center

• Filters – the criteria used to limit the data shown in the tree-view and stored in templates

• Export to Excel – use templates to store the fields and order for export to Excel




A PARTNER SOLUTION … Developed by Pivotal Systems,

an Authorized Infor Solution

Partner, Relationship

Management is certified by

Infor as a leading solution for

FACTS. By selectively creating

alliances with partners that

maintain the same the same

rigorous quality standards for

programming, design and

functionality, Infor provides our

customers with an expanded

and enhanced FACTS solution.

External Documents such as spreadsheets or Word documents can be attached to Work Center

items and can be opened from within the Work Center

Features Common to all RM Work Centers:

• A user definable tree view panel allowing up to 6 levels of detail and 15 views

• A chronological history of all activities generated from within the Work Center. Activities

can include notes, to do items, file maintenance changes, attached documents, email, etc.

• Multiple user configurable views and view elements via user friendly drag & drop tools

• Multiple user defined filters via user friendly drag & drop tools

• Export contents of the Work Center to Excel via templates similar to report templates

• Access to standard RM Go To or right click menus providing access the core capabilities

• Synchronization with standard FACTS inquiries

• Context sensitive buttons for new entry, edit highlighted entry and additional programs

relating to the specific Work Center, User preferences for views and filters

• Context sensitive buttons for customer, item, vendor and document notes

• Configurable by your Solution Partner to incorporate custom data or other related FACTS

files and to add additional drill downs, etc.

• Work Centers developed within the new FACTS architecture and are metadata driven

Technical Requirements

Relationship Management runs only in graphical mode. Minimum recommended screen

resolution is 1024x768 or higher. The email capability requires a full time TCP/IP connection

to an Internet SMTP mail server. RM uses the ProvideX Internet Toolkit, which is included in

the price of the module. FaxLink is required for broadcast fax capabilities.


Sales Analysis provides

critical insight and

information into both

productivity and

profitability.

FACTS Data Sheet:Sales Analysisd18, 28pt, SS,

Sales Analysis provides a multitude of views on past sales to help distributors accurately

identify the customers, salespeople and items that drive the most profitable revenue. With

Sales Analysis, management can gain a better understanding of which products and which

customers are more profitable.

Answers to your Questions

Flexible reporting options provide rapid access to critical sales information:

• Who are my most profitable vendors?

• Which salespeople generate higher margins?

• How effective was a sales promotion?

• Which customers are likely finding alternative sources of product?

Sales Analysis Inquiries and Reports

Past sales can be viewed by period comparison, multi-period or accumulated sales. Reports can

be ranked on the basis of Sales Dollars, Margin Dollars, Margin Percent, and for item based

reports, Unit Volume:

• Customer, Customer Class and Customer by Item

• Item, Item Class, and Item by Customer

• Salesperson/Territory and Salesperson by item class

• Other item-specific metrics such as Item by Lot, Temporary Items and Serialized Items

• Sales by Branch and more




KEY REPORTS: Commission Report

Current Period Item

Invoice Report

Temporary Item Report

Item Report

Customer Report

History Report

Commission Assignment

The flexibility of the FACTS commission assignment makes accommodating even the most

complex commission structures easy:

• Set up overrides to normal commission basis by customer or item with priority structure

• Assign special commission rates to contract prices and quantity breaks

• Choose to pay commission on sold goods or collected receivables

• Select cost basis for commissions from several options


Sales Orders

streamlines the entire

order processing cycle

and gives distributors

the information they

need to improve

service and eliminate

errors.

FACTS Data Sheet:Sales Ordersnd18, 28pt, SS,

For a distributor, it all begins with the sale. Without critical information at your fingertips at all

times, your company can’t provide exceptional customer service. Without exceptional customer

service, you can’t remain competitive. Sales Orders provides the tools to empower distributors

to offer top-notch customer service while managing the entire order cycle with ease.

With Sales Orders distributors can:

• Customize order entry screen layout to eliminate keystrokes and speed entry time

• Create new orders from past orders, open orders or quotes

• Sync Customer Inquiry and Item Inquiry views to Order Entry, allowing those views to

“follow along” as you enter new customers and items

• Use non-stock item functionality to track special orders without congesting reports

• Commit backordered quantities automatically when goods are received, optionally giving

rush orders priority

• Maintain customer-specific item numbers so quotes, pick tickets, and invoices will display

the customer’s preferred item number

• Associate customer deposits with an order and apply the deposit upon order confirmation

• Set up each customer with unique credit check rules, including credit limit, days grace and

action taken when credit checks fail

• Mark an order to ship complete or certain lines to ship complete, cutting down freight costs

• Consult customer and notes for technical details, requirements or other information

• Create customer and item notes to automatically display while entering orders




INVOICES: Process direct invoices;

Create credit memos with

reason codes to easily

identify return trends;

Create recurring invoices

that will automatically post

for a period of time based on

total sales or number of

invoices generated.

KEY REPORTS: Stock Status Report

Surplus Stock Report

Inventory Turns Report

Seasonal Item Report

Flagged Item Report

• Put orders on Service Hold to temporarily prevent them from printing in the warehouse

• Search for alternate warehouse stock levels if your primary warehouse is out of stock

• Report lost sales with reason codes for quick identification of the causes of lost

opportunities

• Select a different price than the customer’s default price by using the Price Search tool

• Determine an item price by entering the target gross margin

• Discount individual items or entire orders by a certain percent

• Create companion items to promote up-selling opportunities

• Create orders to ship from multiple warehouses, including direct from the vendor

• Use non-inventory items to charge for small orders or labor

• Suggest a purchase order or transfer for a backordered item

• Quickly review order exceptions for proactive customer service

• Use temporary items to sell one-time items

• Optionally assign each order to a truck rout

Quotes are often the first step in the order process. The easy-to-use quote programs allow the

salesperson to convert entire quotes or only specific quote detail lines to sales orders upon

customer approval and choose to create quotes for existing customers or new prospects.

Contract Pricing provides the ability to maintain special pricing for individual customers,

customer price classes or all customers.

• Pricing can be set per item, item price class, primary vendor or for all items

• A contract may be set up using standard pricing, price levels or quantity break pricing

• A user definable hierarchy evaluates multiple applicable contracts to set default price

• Pricing information is displayed during order entry to allow the order taker to view pricing or

select other pricing options

Counter Sales assists in a counter sale environment and offers time-saving functionality:

• Quickly create point-of-sale invoices and receipts

• Choose user-defined payment types to permit daily tracking of checks, credit cards, and

cash tendered

• Multiple payment terms are supported on a single sale

• Utilize cash drawer reconciliation to maintain accurate cash tracking and balance

discrepancies

• Automate credit card authorization through integration with First Data’s IC Verify software


Service and Repair


run a more

responsive operation

that enables them to

improve customer

service and build

customer loyalty.

FACTS Data Sheet:Service and Repair, White

With the FACTS Service and Repair, distributors have the tools they need to manage their

service organization more effectively than ever. The system uses key business information for

usage, costing, pricing and replenishment. Service and Repair can generate proposals and then

convert them to contracts when authorized.

Proposals are a great way to track potential service business:

• Create proposals containing equipment, preventative maintenance and meter information

• Generate multiple proposals per customer and easily convert them to a contract upon

approval, optionally include parts and labor.

Contracts regulate elements of the service during normal service processing, bringing

consistency to the service you provide:

• Create a contract or convert a proposal into a contract quickly and easily

• Include or exclude parts or labor for any item listed in the contract

• Specify the frequency of meter readings and preventative maintenance cycles

Preventative Maintenance (PM) generates services tickets based upon time or meter triggers,

allowing you to offer a proactive service approach.

Work Status reveals the status of work to be performed, in process work and completed work is

readily available for easy service management

Meter cycles can trigger readings, billing or preventive maintenance.




A PARTNER SOLUTION … Developed by IMC, an

Authorized Infor Solution

Partner, Service and Repair is










solution.

Technician Tracking allows management to track each technician’s time and rate, with

performance reporting.

Manufacturer/Model Data shows equipment records for specific models are stored with detailed

warranty, customer and location data to ensure valuable reporting is available.

Integration with FACTS

As the Service and Repair solution is tightly integrated with FACTS, pricing controls for repair

parts and general ledger posting behaviors are observed from the other FACTS modules.

Additionally, stock or non-stock parts used in Service and Repair affect usage and

replenishment.


System Management


customize business

rules to improve

processes and

communication.

FACTS Data Sheet:System ManagementCond18,

The System Management programs provide tools for customizing FACTS business rules to

accommodate your distribution business. The JobStream functionality provides an efficient and

disciplined process for repetitive tasks while Office Automation tools improve internal

communication.

Security System

To ensure your sensitive data is only available to those who need to see it, FACTS employs a

flexible set of security criteria:

• Users can be assigned a custom combination of security codes

• Each program can be assigned a security code and/or a password

• Security codes can be used for field-level and functional level control throughout the system

• Cost assigned a security code separately throughout the system

User Tracking: On a user-by-user basis, each program that a user employs is recorded and the

time expended, which is especially useful if there is suspected unauthorized use.

Custom Menus: Each user can have a customized menu to eliminate time-consuming menu

navigation, putting often-used programs at their fingertips.

Jobstream: For month-end or other regularly-scheduled repetitive tasks, JobStream saves time

and personnel cost by allowing scheduled tasks to run automatically and unattended.




KEY REPORTS: User Tracking Report

File Maintenance Report

Jobstream Report

Sales History

Office Automation improves overall internal communication and provides company scheduling

and employee tracking functionality:

• Send messages to individual user or groups of users

• Track which employees are in, which are out, and when they are expected to return

• Use the Scheduler to keep track of appointments for all employees

• Use the Phone Directory to keep a centralized list of all business and personal contacts.

Banking and Check System provides control over banking functions that aren’t updated

automatically:

• Manually adjust bank account balances

• Reconcile checks for both AP and payroll

• Inquire about current and past bank activity

System Management Inquiries include a series of useful inquiries such as:

• Use the Summary Management Inquiry to learn the company’s current aggregate

outstanding sales orders and purchase orders, inventory on-hand, cash position, open

receivables, and six month sales history

• User Tracking Inquiry allows you to see program use activity


Flexible and efficient,

Unform allows

distributors to

eliminate pre-printed

forms and customize

their documents as

needed.

FACTS Data Sheet:Unform, 28pt, SS, White

UnForm for FACTS is a powerful and flexible forms solution that provides users with the ability

to print documents to laser printers as plain paper forms with enhanced shading, font attributes

and images. This unique tool gives your forms, reports and documents a smart, professional

appearance. Unform prints to standard 8.5” x 11” blank copier paper, allowing customers to

tailor their printed documents as needed.

Benefits of Unform

Unform can effectively reduce your hard-dollar costs for pre-printed forms and provide you with

a more efficient, professional and flexible document solution:

• Eliminate the cost of pre-printed forms, switching to low-cost output on standard plain

copier paper

• Eliminate the hard-dollar cost of storing and managing pre-printed forms

• Change the form layout as often as needed without wasting pre-printed forms

• Present a consistent, professional image to prospects, customers and suppliers

• Easily add shading, font attributes, line drawings, images and logos

• Easy installation and administration

The Power of Unform

UnForm can automatically detect and turn on the invoice formatting; send another copy to the

accounting department’s laser printer after adding item cost data to the form; add the ship-to

information and print shipping labels on a label printer; add an instruction attachment when

specific items appear on an invoice.




BUSINESS OBJECTIVES: More professional forms

Consistent appearance

Eliminate preprinted forms

Flexible to change as needed

Tailor reports and documents

Easy Installation

Downloading and setup is quick and easy as a simple printer configuration change takes just a

few minutes. After that, UnForm is ready to go. If you have custom modifications with custom

forms, you can create a rule file for just the enhancements you require and UnForm’s intelligent

text analyzer does the rest, watching all your reports and enhancing just those specified while

passing through the others unchanged.

Easy Setup

We’ve also made it easy to define your rule file. Print a copy of any form or report with the grid

option so that exact text positions can be seen. Determine what makes this report unique and

add that information to the rule file. Then add all the shading, box drawing, custom text and

attributes you like. Suddenly, plain paper forms look great.


OnRampX is a web-

based storefront

solution that allows

distributors to create

an online presence that

will dramatically

improve customer

service.

FACTS Data Sheet:Web-Based Storefront Cond18,

In today’s fast-paced, technology-driven business environment, distributors are facing more

challenges than ever before. They must increase sales while they decrease overhead. They must

strengthen relationships with their vendors while they provide better and faster service to their

customers. They must keep pace with constant changes in technology while they decide which

application is right for their business. OnRampX is the right web-based storefront solution for

all of these challenges.

Build Your Own Internet Storefront through OnRampX

OnRampX allows FACTS distributors to efficiently deploy and personalize a powerful and

scalable internet storefront. From online catalogs to a complete internet storefront, OnRampX

allows businesses to serve their consumers globally, around-the-clock. OnRampX offers the

flexibility to configure the web store to accept multiple payment types such as credit cards,

purchase orders and invoices. With a low-cost of ownership, easy setup and quick deployment,

OnRampX enables the companies to react quickly to changing sales, marketing and service

opportunities.

Features of OnRampX:

• Item information lookup by number, description, alpha description, vendor or class

• Product/Item text description is available per item or by product and by image

• List prices and customer specific prices can be shown as well as price breaks per item

• User login and password controlled by the distributor

• Substitute items are linked and displayed




A PARTNER SOLUTION … Developed by iCepts, an

Authorized Infor Solution

Partner, OnRampX is certified

by Infor as a leading solution

for FACTS. By selectively

creating alliances with partners

that maintain the same the

same rigorous quality





solution.

Benefits to Deploying an Integrated eCommerce Solution to FACTS:

• Provide your customers another way to view and order product

• Eliminate re-keying orders into your system, customers can place their own orders online

• Open online 24/7/365 for business around-the-clock, more convenience for your customers

• Reduce order errors by allowing customer to easily create their own order

• Reduce staffing needs when customers are self-sufficient, view items at their own pace

• Allow sales people, inside and outside, to sell deeper into a customer base

• Provide customers with specific data in a fast and accurate manner via the web

• Provide another avenue of service for customers that is becoming expected

Functional Benefits of OnRampX

The open ended platform allows for increased development flexibility and the use of .NET and

XML standards connects customers fast. With incredible customization and flexibility of XSLT

templates you can reduce cost to implement and maintain an internet storefront solution.

Additionally there is zero hardware cost or maintenance for further cost savings.

The Next Step for OnRampX

OnRampX, will launch into new markets using the latest Microsoft .NET and XML technologies.

The traditional capabilities of OnRamp will be handled in a much more efficient method via the

Extensible Host Processor (EHP).

Advance caching mechanisms permit retention of frequently accessed menus and screens

allowing rapid response time for the web customers. Caching also reduces the amount of traffic

between the web server and FACTS allowing for virtually instantaneous access to real time

information from the FACTS database,


“After implementing

WMS we saw an

immediate and

significant reduction in

picking errors from

five a day to just five a

month – now that is

substantial.” - David Lee, CEO

Auto Electric

FACTS Data Sheet:WMS Cond18, 28pt, SS, White

Once available to only large Tier 1 distributors, warehouse management systems are now scaled

to meet the logistical needs of mid-market distributors and WMS from Infor leads the way.

WMS is a powerful warehouse management system that provides a proven, reliable and

remarkably easy-to-use means for operating even the most complex distribution operation.

Using hand-held bar-code scanners, WMS is a high-performance, web-based solution designed

to improve warehouse efficiency, streamline materials handling processes, meet retail

compliance requirements and improve inventory accuracy.

The ROI is Real – An Investment in Ongoing Success

Although implementing WMS is a financial investment, it is truly an investment in the future

success of your company. Both hard-dollar and soft-dollar savings start adding up from day one,

making the return on investment significant. When you consider the overall savings resulting

from dramatic improvements in productivity, efficiency and accuracy – how can you afford not

to invest in WMS?

Integration and Implementation

WMS works as part of a complete operational solution by interfacing seamlessly with FACTS to

integrate your accounting, shipping and warehouse functions companywide. We provide the

valuable resources that can lead your company through a successful WMS implementation. Our

proven project planning and systems integration processes ensure a smooth and efficient

implementation, thereby getting your WMS solution to market quickly.




“Finally I have confidence in

my stock levels without

having to do physical counts.

With WMS, when we see a

number we know that it is

right.” - Danny Musgrove

Warehouse Manager

Bauerfeind USA, Inc.

“WMS gives us the ability to

process orders more quickly,

provide better customer

service and improve our cash

flow, thereby positioning us

to more than double our

business without additional

investments in equipment or

personnel.” - Bob Glen

Owner / President

Kipp Brothers

A Closer Look at What WMS Can Do For You

Save time. Save money. Improve productivity. Increase accuracy. Enhance customer service. It

all sounds good but exactly how and where do these benefits become reality? Through the use

of leading-edge technology, below are some of the many process improvements and productivity

enhancements your business will recognize with WMS. • Maximize warehouse space and streamline work flow to enhance efficiency

• Eliminate physical searches for lost or misplaced inventory

• Expedite the relay of order information from customer service to warehouse pickers

• Handle inventory just once; reduce time at packing by direct picking into shipping cartons

• Leverage flexible picking styles to react quickly to waves of high-volume, peak-time activity

• Eliminate time-consuming, manual Order and PO Receipts Confirmation processes

• Improve productivity by picking and receiving multiple orders simultaneously

• Reduce costly errors through interactive barcode verification of inventory

• Reduce employee learning curves and training times, cross-train more effectively

• Improve productivity and reduce errors because processes are organized and automated

• Automatic tracking monitors employee productivity and improves accountability

• Remove receiving bottlenecks by eliminating the breakdown and sorting of incoming POs

• Eliminate extensive physical inventories to reduce overtime and keep operations running

• Improved inventory management optimizes inventory turns to improve cash flow

• Provide accurate, real-time validation of warehouse functions using RF handhelds

• Reallocate warehouse knowledge-base from individuals to a shared software application

• Improve customer service by filling and shipping orders more quickly and accurately

• Automated billing and receiving functions reduce the efforts of office staff

WMS Also Supports the Following:

• FIFO and LIFO stock rotation

• Pick or track product by lot or serial number

• Track and report on dated product

• Create custom reports and pack slips for client needs

• Ship the right goods, on time, every time

• Increase accuracy to reduce customer service calls

• Allow staff to quickly track and trace all orders

• Check order status online in real-time

Additionally, you will enhance your prestige and credibility within your industry by

leveraging leading-edge technology to maximize productivity and ensure accuracy

throughout your organization.
