Product Overview: Insight Subscription
Cyncly Agreement Document
1. FUNCTIONAL OVERVIEW
1.1 The Product can be used as a comprehensive end-to-end enterprise manufacturing solution for furniture and cabinet makers, from bid and order entry to final installation, with a seamless flow of information forms and incorporating a workflow modelling tool and automation engine.
1.2 The Product is sold in 3 Editions. Each edition is comprised with a core Edition of Functionality and then configured with optional modules for each, as specified in the Order form.
1.3 The Product Edition options are:
1.3.1 Work Group (a la Carte):
1.3.1.1 limited to a maximum of 15 concurrent Insight Full-Use and Order Entry Client Access Licenses.
1.3.1.2 Best suited to small to medium sized manufacturers.
1.3.1.3 Single server license for single location and single database instance.
1.3.2 Mid-market:
1.3.2.1 limited to a maximum of 45 concurrent Insight Full-Use and Order Entry Client Access Licenses.
1.3.2.2 Best suited for mid-size manufacturers.
1.3.2.3 Single server license and single database instance.
1.3.2.4 Allows configuration for up to 3 plants with additional multi-site extension module as specified in the Order Form.
1.3.3 Enterprise:
1.3.3.1 Scope for an unlimited number of users.
1.3.3.2 Best Suited for Enterprise Manufacturers.
1.3.3.3 Single server license and single database instance.
1.3.3.4 Enterprise Edition also has 4 optional multisite Tier extensions, as specified In the Order form.
1.3.3.5 Allows configuration for multiple server licenses and multiple database instances with additional extension modules, as specified in the Order Form.
1.4 Modules and Additional Modules:
1.4.1 Core Modules included in the chosen edition is specified in the Order Form.
1.4.2 Additional Modules purchased is specified in the Order Form.
2. MARKET AND GEOGRAPHIC REGION
The Product is for the KB&F (Manufacture) market and is sold worldwide.
3. CONTRACT TYPE
Subscription.
4. TERM
An initial Term of 36 months. The Term (and contract) may be terminated by either party giving the other not less than 12 months’ written notice.
5. ACCESS RIGHTS
The use of the Product is limited by reference to the following Access Rights (as set out in the Order):
5.1 Edition:
5.1.1 The Product is sold in 3 Editions, with different Modules, Optional Modules, and Optional Features being available within each Edition.
5.1.2 The Editions are:
5.1.2.1 Work Group (a la Carte): with scope for up to 15 users.
5.1.2.2 Mid-Market: with scope for up to 45 manufacturing users.
5.1.2.3 Enterprise: with scope for an unlimited number of users.
5.2 Site:
Multisite extension is available as set out in the Order Form.
5.3 Module/Optional Module/Optional Features:
The Customer's use is limited to the Modules, listed in the Order Form.
5.4 Servers and database:
The Product is limited to installation as one instance of the software operating with one database.
5.5 Client licences:
The Customer will require client licences in order to use the Modules. A description of the various forms of client licence is specified in the Order Form.
5.6 Licence key:
The Supplier will issue a licence key which enables the Customer to use the Product subject to agreed Access Rights.
5.7 Disaster recovery:
The Customer will need to purchase an additional licence key to install the Insight software on IT infrastructure to be used for disaster recovery.
6. ARCHITECTURE
6.1 The Product is designed to operate in combination with Microsoft software (Microsoft Server, Microsoft SQL Server, Active Directory, Windows), with elements of the Insight software running on servers, and other elements of the software running on end user devices. The details of what is required are set out below in the section 'Prerequisites for using the Product'.
6.2 The Product is installed on servers and end user devices under the management and control of the Customer.
6.3 The Customer's responsibilities include:
6.3.1 Managing the IT infrastructure needed to run the Insight software (network connectivity, servers, storage, end user devices).
6.3.2 Making sure it has the right number and type of licences from Microsoft.
6.3.3 Backing up data & testing of back ups.
6.3.4 Information security.
6.3.5 Producing and testing a disaster recovery plan.
6.3.6 Installing Updates and Upgrades of the Insight software.
7. SECURITY MANAGEMENT PLAN
Not applicable, as the responsibility for information security rests with the Customer.
8. PREREQUISITES (FOR USING THE PRODUCT)
The Pre-Requisites for using the product can be found at https://www.2020spaces.com/support/install/.
9. SUPPORTED VERSION
9.1 The Product is installed by the Customer on its local servers/infrastructure, so it is the Customer who decides when the Update or Upgrade is to be installed.
9.2 This may result in the Customer using a Version of the Product which is not covered by Maintenance & Support – the Supplier will only provide Maintenance & Support in respect of the current Version of the Product (N), or the previous Version (N-1).
10. SUPPORT SERVICES AND SERVICE LEVEL COMMITMENT
10.1 For Customers based in North America: In this Attachment, “Supported Business Hours” means from Monday through Friday from 08:00 am to 05:00 pm EST, excluding any day which is a nationally observed holiday in U.S.A. or Canada (“Business Days”); Supplier shall provide online or telephone assistance to Customer with respect to initial error diagnosis and support regarding the use and functionality of the Product.
10.2 For Customers outside of North America: In this Attachment, “Supported Business Hours” means from Monday through Friday from 09:00 am to 06:00 pm CET, excluding any day which is a nationally observed holiday in UK (“Business Days”); Supplier shall provide online or telephone assistance to Customer with respect to initial error diagnosis and support regarding the use and functionality of the Product.
10.3 The different “Severity Levels” are defined as follows:
10.3.1 Severity 1:
10.3.1.1 Severity 1 is only applicable to Live environments.
10.3.1.2 A true production downtime situation, where a major production area is down (e.g. In response or Shopfloor clients down).
10.3.1.3 A major function is unavailable in a likely sequence (crash, data loss, data corruption, system unavailable).
10.3.1.4 A vulnerability which could result in a catastrophic adverse effect.
10.3.1.5 An issue which could result in significant financial loss.
10.3.2 Severity 2:
10.3.2.1 A major function is unavailable in an un-likely sequence.
10.3.2.2 A minor function is unavailable, and no work around exist.
10.3.2.3 A vulnerability which could result in a serious adverse effect.
10.3.3 Severity 3:
10.3.3.1 A minor function is unavailable, but a work around exist.
10.3.3.2 A vulnerability which could result in a limited adverse effect.
10.3.4 Severity 4:
Defect is an inconvenience to users (e.g. cosmetic, spelling, layout, …)
10.4 SERVICE LEVELS
10.4.1 For a “Severity Level 1 Problem” Supplier will initiate commercially reasonable efforts to replicate and verify the reported problem within four hours of receiving the problem report and engage software developers as required to diligently provide to Customer with a temporary fix or work-around and a final fix in the next succeeding New Release after the fix or work-around has been developed.
10.4.2 For a “Severity Level 2 Problem” Supplier will initiate commercially reasonable efforts to replicate and verify the reported problem within 24 hours of receipt of the problem report and engage software developers as required to diligently provide Customer with a temporary fix or work-around and a final fix in the next succeeding New Release after the fix or work-around has been developed.
10.4.3 For a “Severity Level 3 Problem” Supplier will begin work to replicate and verify the reported problem as soon as practical and engage software developers as required to provide Customer with a fix or work-around and a final fix in the next succeeding New Release after the fix or work-around has been developed.
10.4.4 For a “Severity Level 4 Problem”, as soon as practical, Supplier will begin work to replicate and verify the reported problem or, as the case may be, will review requests for new features and enhancement. Supplier reserves its exclusive right to determine which new features and/or enhancement will be included in future New Releases. This severity level also includes answers to non-time-sensitive questions impacting performance. Supplier will diligently provide Customer with answers.
10.4.5 Supplier customer support staff shall jointly determine, acting reasonably, the Severity Level of an event, problem, fault or condition.
11. SPECIAL TERMS
11.1 If the Supplier is setting up data for the Customer, the Customer will be responsible for all compliance verification and testing of all provided content for errors before starting to manufacture the products. The Customer is exclusively responsible for sign-off and approval on all provided content before starting to manufacture the products. The precise data which the Supplier may be setting up for the Customer will be more particularized in the Statement of Work (SOW.)
12. INSIGHT CLIENT LICENSES
Code |
License Description |
IS.CAL.FUL |
2020 Insight Full Access User Concurrent Access License for 2020 Insight application provides, access to any licensed 2020 Insight form.
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IS.CAL.ORD |
2020 Insight Order Entry User Concurrent Access License for 2020 Insight Order Entry client application, provides access to order entry forms, customers, contacts, addresses only (including inquiry forms).
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IS.CAL.SFA |
2020 Insight Shop Floor User Concurrent Access License for 2020 Insight SFA client application, provides access to SFA Checkpoint forms, mobile device support, Inquiry forms, and Business Intelligence forms.
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IB.CAL.NFL |
2020 Insight Named Full User License Named User access license for 2020 Insight Web application, provides access to all available 2020 Insight forms, including access to browser based shop floor functionality.
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IB.CAL.NSF |
2020 Insight Named User Shop Floor License Named User access license for browser based shop floor functionality.
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IB.CAL.NTL |
2020 Insight Named Transition License Named User access license for the browser-based client, provides access to all available features during 2020 Insight’s transition towards a full browser-based client. Only available as a loaner license.
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IS.CAL.INQ |
2020 Insight Inquiry User Concurrent Access License for 2020 Insight client application, provides access to Insight Inquiry and Business Intelligence forms.
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IS.CAL.MAL |
2020 Insight Machine License Single use machine license required per machine regardless of machine type, make, model or controller.
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IS.CAL.GPL |
2020 Gen Post Application Client Concurrent Access License for 2020 Gen Post. Post CNC programs to any machine up to 3-1/2 axes, using 2D geometry from a variety of inputs including Insight Engineering Configurator, .dxf, .ncl and even other existing CNC programs.
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IS.CAL.NEL |
2020 Insight TSN Client Node-Locked License Single license, node locked to specific client PC for execution of the True Shape Nesting optimizer.
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IS.CAL.NFL |
2020 Insight TSN Client Floating License Single floating license for execution of the True Shape Nesting optimizer.
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IS.CAL.OBN |
2020 Insight Block Nesting Post Processor Single use machine license for execution of the IS.OPT.OBN.
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IS.ENG.MNT |
2020 Construct Maintain Single named-user license of 2020 Construct for use of the maintenance software for Engineering Configuration. Additional required license of AutoCAD not included.
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IS.ENG.UPG |
Engineering Maintain Upgrade from imos CAD This upgrade product allows existing users of imos CAD to upgrade to Engineering Maintain in context of their 2020 Insight solution. The upgrade is limited to the imos CAD module being upgraded to Engineering Maintain. The upgrade is available only for equal release versions of both products. Additional required license of AutoCAD not included.
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IS.ENG.CFG |
2020 Construct Config Single license of 2020 Construct for use of the config/batch software for Engineering Configuration. Additional required license of AutoCAD not included.
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IS.CAL.IWS |
Inresponse Worker Service Single license for use of an Inresponse task worker service on an application workstation or server. (2 licenses are included in 2020 Insight Edition Base pricing, one of them for the test environment)
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IS.CAL.BWS |
Single license for use of the Insight Backend Service required to run the web server to support 2020 Insight Web browser clients. (2 licenses are included in 2020 Insight Edition Base pricing, one of them for the test environment)
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IS.CAL.IWH |
Inresponse Web Services Single license for use of the Inresponse Web Services to run available standard as well as custom specific Web Services. Multiple instances of Web Services may be licensed.
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IS.FUS.AOC |
Fusion Advanced Order Entry Client
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IS.SAL.MBI |
Mobility Business Intelligence - Subscription license (per user) Access to pre-built metrics and dashboards. Ability to monitor business KPI's anywhere Requires IS.CAL.IWH
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IS.SAL.MSL |
Mobility Field Sales - Subscription license (per user) Access to customer account data, account history, order status, and GPS map locator Requires IS.CAL.IWH
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IS.SAL.MSV |
Mobility Field Service - Subscription license (per user) Used in conjunction with IS.SVC.COR. Allows field technicians to deliver effective on-site service. Offers mobile access to a shared service calendar, view and upload documents, photos and drawings from the field. Initiate replacement part orders in real-time and confirm installations. Requires IS.CAL.IWH
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IS.SAL.MBA |
Mobility Bundle A - includes Mobility Business Intelligence, Mobility Field Sales, and Mobility Field Service. Requires IS.CAL.
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IS.SAL.MBB |
Mobility Bundle B - includes Mobility Business Intelligence, and Mobility Field Sales Requires IS.CAL.IWH
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IS.SVC.TEP |
The 2020 Insight Test Environment Program is a service that assists Customer in building and maintaining a test environment. A separate license server for the test environment will replicate the Customer’s 2020 Insight edition with same modules and reduced client licenses for testing purposes only.
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13. INSIGHT MODULES
Code |
Module Description |
IS.SOM.AOE |
Advanced Order Entry with 3CAD Next Sales Order Management - Advanced Order Entry with 3CAD Next (graphical)
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IS.BAS.COR |
Base System Foundational system functionality comprised of the core features required for all other modules to operate.
- inResponse service
- Workflow automation engine
- Workbench for user-defined business process configuration
- Standard system actions (e.g., report creation, e-mailing, engineering configuration processing)
- Standard interfaces (API's)
- User security (groups, rights)
- User-defined customization controls
- Set-up for organizations, addresses, contacts, currencies, tax calculation
- System actions to initiate report output using Crystal Reports or MS Reporting Services
Includes 2 licenses of Inresponse Worker Service IS.CAL.IWS, where one of them is for the test environment. Tools for report definition are not included in this module.
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IS.BAS.ACT |
Base System - Activities Allows user-defined creation and processing of 'manual actions' as part of any status workflow. This allows human interaction and off-line tasks to be initiated and confirmed as part of the system business process definition to ensure that critical tasks are completed in the appropriate sequence. Includes user-specific task lists and controls that allow team leaders to assign tasks to specific users. Each task can have an associated task-specific form to facilitate completion and provide the user with relevant supporting information in real-time.
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IS.BAS.INQ |
Base System - Inquiry This set of read-only inquiry forms provide specific users with real-time read-only access to transactional information, including customers, sales orders, production scheduling, shipments, work orders, inventory, purchasing and product information. The Engineering Browser displays resolved engineering BOMs and process data of sales order line items and allows for pre-production review.
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IS.BAS.DTA |
Base System - Data Import Automation Allows automatic monitoring of incoming data (files, documents) on network file systems, windows message queues, or email inboxes for use with inResponse actions. Ideal for use with automated processing and importing of incoming data from external sources or systems.
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IS.PPM.COR |
Product & Process Data Management Separates product/sales items setup from manufactured and purchased items and corresponding processing set-up. Each product is linked to an item. Products and their configuration and pricing are grouped into catalogs. Specific maintenance forms exist for different product and process data.
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IS.PPM.CDM |
Product & Process Data Management - Catalog Data Management & Versioning Allows users to set up and maintain products, and sales items and their features and options, plus catalogs, styles definitions, versioning, and external system mapping data.
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IS.PPM.ITM |
Product & Process Data Management - Items data Provides item master setup and maintenance for inventoried and non-inventoried items, including purchased parts, raw materials, stock items and manufactured items. Manage materials, surfaces, cores setup, and panel-based part components. Includes a rules engine to control how raw materials for panel based components are configured/manufactured/purchased. A maintenance form for 'fixed-BOMs' Bills of Materials and sub-assemblies is included.
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IS.PPM.PRD |
Product & Process Data Management - Process Data Setup and maintain manufacturing process data including work centers, operations, routings, process groups, check points and related configuration rules. Supports automated selection of alternate routings and/or configured routings based on user-defined criteria.
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IS.PPM.SFE |
Product & Process Data Management - SIF Catalog Data Export Provides a standard export function to create CAP-SIF commercial catalog files for creation of Office Furniture POS catalogs. Compatible with 2020 CAP, 2020 Giza, 2020 Worksheet products.
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IS.PPM.OCD |
Product & Process Data Management - OCD (OFML) Catalog Data Export Standard export function to create OCD (OFML) commercial catalog files for the creation of Office Furniture OFML catalogs.
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IS.PPM.GDF |
Product & Process Data Management - GDF BlackBox Catalog Data Export Standard catalog data export function to create GDF format commercial data for BlackBox import for the creation of 2020 Fusion catalogs.
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IS.PPM.IUP |
Product & Process Data Management - IDM upholstered furniture Catalog Data Export Catalog data export function to create IDM upholstered furniture format
- Product Versions by Catalog Versions
- Features, Options, and Exclusions
- Pricing, base price by price groups and feature based upcharges using best matching price rules
- IDM catalog creation per market
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IS.ENG.COR |
Engineering Automation
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IS.ENG.ICF |
Engineering Automation - Engineering Configuration Advanced product and engineering configurator allowing on-the-fly creation of cabinetry, case goods, closets, and furniture product Bills of Material (BOM) and supporting manufacturing data, to order. Includes all engineering geometry, CNC geometry, part drawings, assembly drawings, and surface and edge processing data. Product models are fully parametric and produced using a unique blend of product configuration logic, parametric rules/constraints, and solid modeling technology. Resulting data is used to automatically build fully costed BOMs for use in manufacturing and demand planning in 2020 Insight. Requires an additional AutoCAD license (not included).
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IS.ENG.IXB |
Engineering Automation - Specials Engineering (Workflow, XB) An extension to order line processing status workflow that streamlines the process of customized product engineering using Engineering Maintain on a to-order basis. Includes automated task creation for an engineering department 'to do' list and real-time status updates when engineering work is complete. This module ensures that custom products include all required manufacturing data needed to flow as easily through production as standard products. Includes the option to automatically price custom products based on actual standard cost.
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IS.SOM.COR |
Sales Order Management (MES) Order Import, management, and tracking solution. Import orders from 3rd Party systems and track order status in real-time based on down-stream activities. User-defined workflow and business process automation ensures that order import and management fits to the specific MES integration. Included functions cover importing of tree structured order lines supporting grouping lines, products, features and options configuration, customer, attachments, notes, measures and custom data via attributes. Imported Orders and product configurations can be reviewed and enriched with data using 2020 Insight's integrated product configurator.
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IS.SOM.PRJ |
Sales Order Management - Projects This module allows you to group, update, and manage multiple sales orders by project. Manage multiple projects per customer, user-defined workflow and user-defined data lets you keep track of the information that is important to your company. Offers the ability to seamlessly convert an estimate directly into a project.
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IS.SOM.PBD |
Sales Order Management - Project Bidder Targeted to multi-family, shop fitters and architectural millwork business models, this module allows users to create bid packages for project work. Create accurate cost roll-ups with ability to manipulate up/down based on desired criteria. Users can address multiple revisions and can generate bids based on unit type headers. (Requires IS.SOM.COR, IS.SOM.PRJ).
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IS.SOM.PTM |
Sales Order Management - Project Task Management Module that allows users to create project plans and maintain statuses and changes for tasks throughout the whole project and visualize project plans using GANTT chart views. Project tasks can be linked to various 2020 Insight entities (e.g., sales orders, purchase orders, production orders, etc.), providing transparency across departments with real-time information available throughout the project’s lifetime. (Requires IS.SOM.PRJ)
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IS.SOM.PRI |
Sales Order Management - Pricing Pricing engine and rules maintenance facility that allows you to manage complex pricing. Develop highly sophisticated pricing logic without programming. Automatically calculate prices based on multiple aspects and characteristics of products, features, options, customers, and order data. Includes support for multi-tiered tax calculation, multi-currency, multi-discount, multi-up charge, fees, freight.
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IS.SOM.COM |
Sales Order Management - Commissions Commission calculation and settlement rules allow you to associate sales representatives with customers, add multiple sales representatives to an order, and manage the distribution of commissions between sales representatives. Automatically calculates commissions based on sophisticated order line pricing.
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IS.SOM.CPA |
Sales Order Management - Centralized Payment Processing Centralized Payment Processing for Buying Groups/Central Payment Agencies and their members. Creates report information in Bewi-Data XML format that allows transformation into DG-Diskont-Bank format as required.
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IS.SOM.ITR |
Sales Order Management - EU Intrastat Supports authoring of EU Intrastat related specific master data. Provides XML based output of intrastat relevant invoice transactions.
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IS.SOM.FUS |
Sales Order Management - Advanced Order Entry Fusion (graphical) Integrates 2020 Fusion into 2020 Insight Order Entry supporting simultaneous authoring of the room plan in Fusion while validating product configuration and pricing against inSight rules and being able to amend commercial and technical data in inSight order lines at the same time.
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IS.SOM.FUP |
Sales Order Management - furnplan interface Module provides a direct interface from sales order entry to furnplan planning from D&H Software. This interface is designed to allow users to import products that are configured using furnplan planning into a 2020 Insight sales order during order entry. The solution supports furnplan import in an 'interactive mode' during Sales Order entry only (no Monitors support). A local installation of the furnplan application is required for each 2020 Insight user deploying this interface. furnplan Licenses are not included in this module and must be purchased separately from D&H Software.
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IS.SVC.COR |
Service Management Schedule and manage maintenance jobs for assets:
- Plan and schedule one-time or recurring maintenance jobs
- Plan and schedule resources and equipment
- Shared calendar with complete overview of all service activities
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IS.PLS.COR |
Planning & Scheduling Demand planning and fulfillment scheduling.
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IS.PLS.PPL |
Planning & Scheduling - Production Planning Schedule production to match your manufacturing process and constraints. Schedule by date, product features, shipment schedule, customer or any order or product characteristic. Allows you to easily optimize the production schedule to maximize your resource utilization. Includes Master Scheduling capability to review capacity consumption by plant and work center and to enable immediate re-scheduling of planned work order demand.
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IS.PLS.SHI |
Planning & Scheduling - Shipping This flexible and easy to use shipment scheduling tool allows you to schedule shipments by any order characteristic. View and summarize weight and cube data in real-time. Schedule in sequence with production, or independently.
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IS.PLS.ALC |
Planning & Scheduling - Allocations Allows users to 'reserve' existing inventory to either a customer (pending order) or a sales order line item to guarantee inventory availability. Supports inventory lots.
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IS.MSC.COR |
Materials & Supply Chain Management Purchasing, Inventory, Material Planning
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IS.MSC.PPD |
Materials & Supply Chain Management - Purchasing, Purchase Demand Import and track purchase orders (PO) with user-defined workflow and automation. (Requires IS.MSC.INR - Inventory)
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IS.MSC.PPR |
Materials & Supply Chain Management - Purchase Pricing Manage complex purchase pricing with this pricing engine and rules maintenance facility. Develop highly sophisticated pricing logic without programming. Automatically calculates prices based on multiple aspects and characteristics of items, dimensions, and criteria properties. Includes complete support for multi-currency, multi-discount, multi-up charge, fees, freight, and more.
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IS.MSC.INR |
Materials & Supply Chain Management - Inventory & Receipts Complete inventory control system with user-defined warehouse/location definition, cycle counting, receiving, and three-way invoice matching.
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IS.MSC.AMP |
Materials & Supply Chain Management - Advanced Material Planning Unique and powerful material planning capability provides real-time visibility to changes in demand for purchased and make-to-stock items. Provides a complete picture on one screen for all sources of demand for an item, pending orders, on-hand, forecast, net available, and suggested re-orders. Use the simple and quick drill-down to view demand details, usage history, in-process purchase orders, and current available. Auto-generate purchase orders with one click.
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IS.MSC.LTC |
Materials & Supply Chain Management - Lot Control Supports inventory item lot control, receiving inspection, labeling and tracking. Identify lots by vendor-supplied, system-generated or user-input lot number. Also supports serialization.
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IS.MSC.WMS |
Materials & Supply Chain Management - Advanced Warehouse Management System An extension to the inventory control system, WMS facilitates set-up and transactions for rack and block type warehouses. Users benefit from using warehouse containers (pallets, boxes) and the relationships of those containers to item locations reflect the physical organization within the application. Inventory workflows and user interfaces support adding, removing, and relocating inventory per warehouse. Inquiry functions help users identify item locations, and warehouse containers, and generate inventory movement logs.
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IS.MSC.VMI |
Materials & Supply Chain Management - Vendor Managed Inventory Manage additional vendor plants for stock stored in one or more warehouse locations. Inventory control is accomplished on plant specific item stocking information and consumption of items is completed by inventory transfers.
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IS.AWM.COR |
Advanced Warehouse Management The Advanced Warehouse Management Core module gives you control over where you store inventory items, the principles used to store them, and the limitations on storage rules with the help of warehouse types, sections, access types, location profiles and gates.
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IS.AWM.IMO |
Advanced Warehouse Management - Inventory Move Orders Provides functionality to create and manage inventory move orders. An inventory move order provides instructions for personnel to move inventory from one location to another location or shipment. Inventory move orders can be generated automatically or manually.
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IS.AWM.WCO |
Advanced Warehouse Management - Warehouse Containers Allows you to use so called warehouse containers as a kind of dynamic warehouse locations (i.e., a pallet) that can be moved around a warehouse and a plant. Different container types that define the physical properties of a warehouse container can be used to identify items that can be used with a warehouse container.
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IS.ASM.COR |
Asset Management The browser-based Asset Management module allows you to manage factory-relevant assets such as machines, tools, or vehicles. In addition to workflow support, the module allows you to complete the following tasks:
- Track and maintain assets such as CNC machines, forklifts, tools etc.
- Store asset information such as location on your shop floor, warranty information, service contacts, maintenance instructions and manuals, or items used in the maintenance and service of an asset, such as bearings and lubricants.
- Schedule and perform one-time or recurring maintenance for assets using the Service Management module.
- Monitor and log asset/machine availability (status), either via automated workflow Actions or using a checkpoint frame for manually logging the current machine status.
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IS.SFE.COR |
Shop Floor Execution Plan, initiate, and monitor production work orders and respond to rework and other issues in real-time. Enforce user-defined business processes; automate printing, notification, and custom business logic. Scan and track production progress via mobile devices, barcode, RFID or manual input. Optimizes repetitive, discrete, job shop, continuous or batch processes. Provides real-time updates to management and customer service as needed. Provides real-time information to operators including Bill of Materials, material availability, work instructions, routing details, part/product images and CNC programs.
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IS.SFE.CXS |
Shop Floor Execution - Customizable XML based Scanning Form This scanning form (for mobile devices) supports customization of multi-purpose Shop Floor Assistant screens based on XML form definitions. It supports flexible layouts, field validations via stored procedures, and action buttons.
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IS.SFE.TNP |
Shop Floor Execution - Touch-based Label Printing for Nested Parts This dedicated screen supports touchscreen or mouse-driven selection of individual parts in a nested cutting pattern for print-on-demand label printing. The screen helps the machine operator or material handler at a nest-based machining center to ensure correct manual label placement on nested parts by printing label(s) only for the part selected on the screen by the operator. Previously printed parts are highlighted for easy selection of unprinted labels. Labels can be reprinted as many times as needed. (Requires IS.SFE.MCL).
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IB.SFE.COR |
Shop Floor Execution Browser Based Core Plan, initiate, and monitor production work orders and respond to rework and other issues in real-time. Enforce user-defined business processes; automate printing, notification, and custom business logic. Scan and track production progress via mobile devices, barcode, RFID or manual input. Optimizes repetitive, discrete, job shop, continuous flow or batch processes. Provides real-time updates to management and customer service as needed. Provides real-time information to operators including Bill of Materials, material availability, work instructions, routing details, part/product images and CNC programs. Requires at least one IS.CAL.BWS.
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IB.SFE.CMC |
Shop Floor Execution - CNC Machine Control Used in conjunction with Gen Post, this interactive processor scan - scans a barcode and posts the required program to the machine on-demand. Users can machine a single part of two parts in ‘stacked’ mode for specific machines. Allowing the operator to choose any two compatible parts and post the stacked program to the machine on-the-fly, eliminating the need for pre-defined part pairs and allows flexibility and efficient use of specialty equipment. The machine worklist interface connects the CNC machine controls and manages the production process for the operator by using a ‘push’ method to download programs to the machine in a desired sequence. Ideal when the Customer wants to connect their 2020 Insight computer to the machines controller and receive information directly.
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IB.SFE.CTR |
Shop Floor Execution - Container Packaging and Organization Organize existing work orders into packages in preparation for shipment. Can create on-demand 'bundles' of products to be packed together by various means (boxes, pallets, skids). Or use barcode scanner to allow the transportation department to create containers on-the-fly by scanning them into new packages. Automatically print a label that identifies the new package with a unique ID for tracking purposes.
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IB.SFE.GLS |
Shop Floor Execution - Guided Location Scanning Guides 'put away' of work in process (WIP) parts to the correct location based on user defined organization parameters (to include but not limited to by part, by part type, due date, color).
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IB.SFE.AAK |
Shop Floor Execution - Automated Assembly Kitting The automated kitting solution for the browser-enabled shop floor client allows cabinet manufacturers to use a form of kitting where components arrive from different areas and at different times due to their unique routings. (Requires IS.AWM.COR or IS.MSC.WMS)
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IB.SFE.INT |
Shop Floor Execution - Inventory Management Perform inventory management, inventory issue, inventory issue against a work order, remnant disposition, bulk issue to optimization batch and inventory adjustment transactions via mobile devices.
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IB.SFE.PRA |
Shop Floor Execution - Progressive Assembly Used for sequential assembly processes, this screen tracks completion of each step of the process and supplies real-time information for the next step as the previous step is completed. Includes the ability to present packaging and assembly instruction documents with regular list views tailored to the individual operation. Allows automated printing of customer, shipping or other documents as part of the process.
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IB.SFE.PRI |
Shop Floor Execution - Purchase Order Receipt and Inspection Supports simple and fast input of receipt inspection results for lot-controlled items, including user-definable data/defect tracking and workflow. Especially useful for fabric roll, granite or other natural material inspection and defect tracking. Ability to display purchase order receipts.
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IB.SFE.PRT |
Shop Floor Execution - Piece Rate Tracking Provides the option to assign piece rate values to employees. In parallel to progress scans piece rate values could be credited to employee accounts. Includes piece rate data maintenance forms.
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IB.SFE.ROO |
Shop Floor Execution - Receive Outsource Operations Supports receiving of WIP items where one or more operations have been assigned to an external third-party supplier.
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IB.SFE.SHP |
Shop Floor Execution - Shipment Management Provides users at the loading dock with all the information they need to put the correct items on the correct shipment, without missing items or accidentally loading on the wrong truck. Includes real-time visibility of all items on a shipment, including their current production availability and location. Load, unload, and complete shipments from one simple screen. Includes an automatic back-order function and automatic printing/emailing of shipping documents. Includes read-only summary screen for shipment related information for management benefit of seeing all related information on selected shipments.
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IB.SFE.TIM |
Shop Floor Execution - Time Tracking Supports a method for recording actual labor and time on work orders and operations by employees. In addition the time tracking form manages time that employees log against projects, sales orders, sales order lines and service orders.
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IS.MAI.COR |
Machine Integration
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IS.MAI.UPP |
Machine Integration - Universal CNC Post Processor 2020 Gen Post Post CNC programs to any machine up to 3-1/2 axes, using 2D geometry from a variety of inputs including 2020 Insight Engineering Configurator, .dxf, .ncl and other existing CNC programs.
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IS.MAI.OPL |
Machine Integration - Link to external optimizers Link to create cutlists and material lists for other third party optimization applications. Required when optimization software is already in place.
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IS.OPT.COR |
Optimization Management Automatically create and process optimization batches by sales order, production order, material or common cutting date. Run, visualize and manage 'what-if' scenarios for part batches with different settings to achieve best yield or material use. Integrates panel inventory and full support for remnant creation and re-use. Inclusive of production demand and inventory hub.
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IS.OPT.CPS |
Optimization Management Embedded Cut Pro Saw Optimization Optimize and post for panel saws based on item process data. Includes 1x IS.CAL.MAL
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IS.OPT.CPS.OSI |
Biesse OSI Postprocessor for Cut Pro Saw
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IS.OPT.CPS.CMT |
HOMAG CADmatic Postprocessor for Cut Pro Saw
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IS.OPT.CPS.GVS |
Giben GVision Postprocessor for Cut Pro Saw
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IS.OPT.CPS.MCT |
SCM Maestro Cut Postprocessor for Cut Pro Saw
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IS.OPT.CPS.MAC |
SCM Maestro Active Cut Postprocessor for Cut Pro Saw
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IS.OPT.CPS.WCT |
SCM WinCut Postprocessor for Cut Pro Saw
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IS.OPT.CPS.TTN |
SCM Titanium Postprocessor for Cut Pro Saw
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IS.OPT.BCS |
Optimization Management - Embedded Blue Cell Saw Optimization Optimize and post with a third party product for panel saws. Includes 1x IS.CAL.MAL and 1x IS.CAL.OBN. Note: Each single machine requires 1 IS.CAL.MAL and 1 IS.CAL.OBN license.
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IS.OPT.CTP |
Optimization Management - Embedded block nesting &/or panel saw Optimize and post for panel saws or block nest routers based on item process data. Supports continuous grain formation within and across multiple routers. Includes 1x IS.CAL.MAL
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IS.OPT.TSN |
Optimization Management - Embedded True Shape Nesting DLL Optimize and post for cutting non-rectangular parts with nested based routers. Supports onion-skinning, common-line cutting, tool path optimization and nesting of small parts in cavities of larger parts. Includes 1x IS.CAL.MAL and 1x IS.CAL.NEL. Note: Each single machine requires 1x IS.CAL.MAL and each nesting computer needs 1 node-locked IS.CAL.NEL or 1 floating IS.CAL.NFL license.
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IS.OPT.CPN |
Optimization Management - Embedded Cut Pro Rectangular Nesting Optimization Optimize and post for rectangular/block nest routers based on item process data. Supports continuous grain formation within and across multiple routers. Includes 1x IS.CAL.MAL
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IS.OPT.OBN |
Optimization Management - Embedded Blue Cell Optimize and post with a third party product for panel saws and block nested routers. Includes 1x IS.CAL.MAL and 1x IS.CAL.OBN. Note: Each single machine requires 1 IS.CAL.MAL and 1 IS.CAL.OBN license.
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IS.OPT.CTT |
Optimization Management - Embedded true shape nesting, block and panel saw Optimize and post for panel saws, block nest and/or true shape nesting based on item process data. Includes 1x IS.CAL.MAL to block and panel saw, and includes 1x IS.CAL.MAL and 1x IS.CAL.NEL to True Shape Nesting. Note: Each single machine requires 1x IS.CAL.MAL license.
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IS.OPT.BWI |
Optimization Management - Biesse WinStore Integration The Biesse WinStore Integration allows you to export a Panel Optimization Batch Run to the WinStore system, by providing:
- Panel (Board definitions) XML file
- Nesting results XML file used to load job on Winstore
- Nesting results MNO file used for manual labelers (similar to xml)
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IS.OPT.CRI |
Optimization Management - Homag Cut Rite Integration The Homag Cut Rite Integration allows you to import a Panel Optimization Batch into Cut Rite, where it is optimized and then exported back to 2020 Insight. Requires a Homag Cut Rite v11 or v12 license (not included).
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IS.BIN.COR |
Business Intelligence This tool set allows you to analyze facts and turn them into knowledge. You will make better, more timely business decisions by turning the richness of the 2020 Insight database into actionable intelligence. No need to build custom reports. Users analyze the data in real time with simple screens that anyone can use. Includes user defined charting, dashboards, and analysis pivot grids to build and view data as you want to see it.
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IS.POI.COR |
POS Order Processing Integration Standard integration features link 2020 Technologies point-of-sale/design software to 2020 Insight for electronic order entry.
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IS.POI.DEA |
POS Order Processing Integration - 2020 Design Order import Allows electronic import of any standard 2020 Design file in a user-interactive mode. User can manually select a 2020 Design file for import into an existing Insight sales order, or automatically import a 2020 Design file via ftp, email, or file system. 2020 Design licenses are not included in this module and must be purchased separately.
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IS.POI.WSA |
POS Order Processing Integration - 2020 Worksheet Order Import Allows electronic import of any standard Insight order exported from a 2020 Worksheet file in a user-interactive mode. Users can manually select a file for import into an existing 2020 Insight sales order, or automatically import the file from ftp, email, or file system.
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IS.POI.OEX |
POS Order Processing Integration - OEX/OFML Order Import Allows electronic import of sales orders in the standard OEX/OFML file format.
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IS.TPI.COR |
3rd Party Integrations
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IS.POI.BDR |
POS Order Processing Integration - Promob Builder Order Import Allows electronic import of any standard Promob Builder XML file in a user-interactive mode. User can manually select a Promob Design file for import into an existing Insight sales order, or automatically import a Promob Builder file via ftp, email, or file system. Promob Builder licenses are not included in this module and must be purchased separately.
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IS.TPI.DSP |
3rd Party Integrations - MS SharePoint Document Archiving Integrates to MS SharePoint supporting upload of printed documents including index information for archiving purposes. Allows document retrieval of SharePoint documents from Insight context such as customer and sales order. Requires MS SharePoint Server 2010 Enterprise.
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IS.TPI.MVL |
3rd Party Integrations - Microvellum engineering 2020 Insight provides an interface to Microvellum engineering by Microvellum providing the product based feature/option information as to what is needed to be manufactured or 2020 Insight providing the order lines to Microvellum.
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IS.ITG.B10 |
2020 Integration Gateway Base Allows for data transformation between 2020 applications and third- party EDI protocols, data and messages. Includes 10 profiles, web monitor functionality, one single server license (physical or virtual) plus test system. Each profile applies to a unique data transformation (per format/message and per data exchange partner). Profiles are created and maintained by 2020 (ProServices).
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IS.ITG.P50 |
2020 Integration Gateway - Profile upgrade 50 Provides 50 additional profiles (requires IS.ITG.B10)
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IS.ITG.P250 |
2020 Integration Gateway - Profile upgrade 250 Provides 250 additional profiles (requires IS.ITG.B10)
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IS.ITG.SSH |
2020 Integration Gateway - SSH Service Server side SSH based communication (SFTP, SCP)
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IS.ITG.AS2 |
2020 Integration Gateway - AS2 Service RFC 4130 communication
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IS.ITG.OFT |
2020 Integration Gateway - OFTP Service ISDN and TCP/IP communication
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IS.ITG.400 |
2020 Integration Gateway - X400 Service TCP/IP and TLS communication
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IS.FIN.COR |
Finance Integration Base integration including standard interface XML based output supporting Accounts Receivable, Accounts Payable.
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IS.FIN.DGP |
Finance Integration - Microsoft Dynamics GP Link Standard interface to MS Dynamics GP supporting Accounts Receivable, Accounts Payable, Inventory GL, Customer and Vendor interfaces. Allows for easy customization of the interfaces. Drill down from GP into Insight order data.
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IS.FIN.DBC |
Finance Integration - Microsoft 365 Dynamics Business Central Link Standard interface to Microsoft 365 Dynamics Business Central supporting Accounts Receivable, Accounts Payable, Customer and Vendor interfaces.
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IS.FIN.QIB |
Finance Integration - QuickBooks Link Standard interface to QuickBooks supporting Accounts Receivable, Accounts Payable, Customer and Vendor interfaces.
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IS.FIN.INT |
Finance Integration - Sage Intacct Link Standard interface to Sage Intacct supporting Accounts Receivable, Accounts Payable, Customer and Vendor interfaces.
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IS.FIN.CSS |
Finance Integration - CSS eGecko Link Standard interface to CSS eGecko supporting Accounts Receivable, Accounts Payable, Customer and Vendor interfaces.
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14. INSIGHT PROFESSIONAL SERVICES
14.1 Professional Services vary considerably in their nature, and may include but are not limited to implementation of a Product, testing and end user training in respect of a Product, integration of a Product with third party systems and services, and project management.
14.2 Professional Services are purchased using an Order and the details are agreed in a SOW, which is incorporated into the Order. Professional Services are subject to the Legal Terms and this clause 14.
14.3 The Supplier shall perform the Professional Services using all reasonable skill and care.
14.4 The Customer shall:
14.4.1 provide the resources required;
14.4.2 provide the Supplier with reasonable office accommodation and facilities (including access to relevant systems and network connectivity) as are reasonably required by the Supplier to perform any Professional Services.
14.5 The One Off Fees for the Professional Services will be calculated on a time and materials basis.
14.6 One Off Fees do not include Expenses, and the Supplier is entitled to claim Expenses and invoice them, in addition.
14.7 Where the One Off Fees are a fixed price, the Customer has no right to receive a detailed breakdown of the time worked by the Supplier’s resources.
14.8 Where the One Off Fees are calculated on a time and materials basis:
14.8.1 they are based on a Rate Card multiplied by the number of hours or Days to be worked;
14.8.2 the relevant Rate Card will be agreed in the SOW and/or the Order;
14.8.3 and the Rate Card is based on a Day (rather than an hourly rate), a Day is defined as a period of 8 hours worked on a normal business day during normal working hours, based on local law and practice;
14.8.4 the Supplier is entitled to charge for overtime and/or out of hours working, and to apply a multiplier against the hourly or daily rate for particular staff roles shown in the Rate Card.
14.9 The SOW may explain further how the One Off Fees are calculated.
14.10 The Supplier has the right to change any Rate Card at any time. Where a Rate Card is changed, the change shall not apply to any Order and One Off Fees relating to that Order.