A full ERP system designed by ROI Systems for computer & electronic products and manufacturing companies.

About MANAGE 2000

This product is no longer sold or supported. Epicor acquired the developer ROI Systems back in 2003.

The MANAGE 2000 ERP solution is designed for enterprise-wide impact. With over 40 manufacturing applications, it manages processes flowing from your front office to your back. MANAGE 2000 offers applications with more than 2000 functions, to accomplish:


  • MANAGE 2000 and the Internet
  • Web-based sales order processing
  • Web-based service request management
  • Web-based configurator
  • EDI and XML-EDI
  • Product change collaboration


  • Bill of Materials
  • Configure to Order
  • Work Centers and Routings
  • Engineering Change Order
  • Multiple Revision Level Processing

Enterprise-Wide Integration:

  • Customer Relationship Management (CRM) and ROI Technologies
  • Enterprise Workflow Technology
  • Fax System
  • Email/Alarms
  • MANAGE 2000 Software Objects
  • Tools
  • User Friendly Design
  • Information Extraction Processing
  • Executive Information System
  • Evolving Graphical User Interface (GUI)
  • MANAGE 2000 and the Internet
  • SQL Server
  • Quick Response Manufacturing
  • Web Publishing

Finance and Accounting:

  • Accounts Payable
  • Accounts Receivable
  • Foreign Currency Exchange
  • General Ledger
  • Payroll
  • Work Order Costing


  • Advanced Planning and Scheduling (APS)
  • Capacity Requirements Planning
  • Forecasting
  • Master Production Scheduling
  • Material Requirements Planning
  • Repetitive Manufacturing
  • Repetitive Work Order Groups


  • Automated Data Input
  • Inventory/Physical Inventory
  • Lot Tracing
  • Multiple Facilities
  • Maintenance
  • Purchasing/Requisition
  • Return to Vendor
  • Quality Control
  • Serial Number Tracking
  • Shop Floor Control

Sales & Marketing Management:

  • Electronic Data Interchange
  • Truck Scheduling
  • Sales Order Processing/Sales Quote Processing

Service Management:

  • Field Service
  • Depot Service Orders
  • Call Center
  • Service Contract Administration
  • Service Management System

Accounts Payable (AP)

The Accounts Payable application of MANAGE 2000 provides powerful tools to control payments. It is a complete expense management system to record, track and control spending.

Its full integration with Purchasing and General Ledger provides on-line control of purchases, timely payment of invoices, and automatic posting. The Accounts Payable module helps regulate cash flow and maximize assets.

Accounts Receivable (AR)

The remarkably flexible MANAGE 2000 Accounts Receivable application helps improve cash flow by providing the tools to bill customers quickly and accurately, carefully monitor collection activity, and produce the management reports necessary to make informed decisions. Terms and discount tailoring help cash flow and improve customer relations. Multiple invoicing and payment methods, including paperless, as well as foreign currency conversion, reflect flexibility and breadth of functionality to support unique business cycles and circumstances. Comprehensive queries, reports and graphs of individual customer invoice and payment history keep you in-formed; feature rich options help you react quickly to stay in control.

Advance Planning and Scheduling (APS)

ROI’s APS application provides capabilities to help you operate in the real world where resources are limited. By using both infinite logic for long term planning and finite logic for execution of specific tasks, you can create executable schedules. You have the power to foresee obstacles in ample time to avoid them. By combining planning and execution functions, APS creates a third dimension in production management. The infinite planning function evaluates customer demand while the finite schedule determines your maximum output. The resultant ýdemand versus supplyý information can open new opportunities for you and your company.

Agile Anywhere Adapter

A configurable interface between the MANAGE 2000 Enterprise Resource Planning (ERP) system and Agile Software’s Agile Anywhere" product suite, a complete, web-centric product content management software solution. The joint offering between ROI and Agile is designed to help manufacturers establish a collaborative product development process between manufacturers, vendors, outsource service providers and any other participants in an organizational supply chain. It manages product content information, publishes that information to supply chain partners, and facilitates collaboration on product content between partners – in real-time on the Internet.

Bill of Materials (BOM)

The Bill of Materials module allows you to accurately define items and products, calculate product costs, and establish the company database for implementing other applications easily. Whether you need to maintain only items and quantities per assembly, or have very sophisticated needs, ROI’s Bill of Materials application helps you ensure that products are produced as designed and costed as produced. Support of engineering changes, scrap factors, assembly line replenishment factors, part sequencing, and abundant notes are among this straightforward, fully integrated module’s many powerful features.

Call Center

ROI’s Call Center (CC) application provides the tools you need to effectively manage your call center requests and orders and improve your customer service. With CC, you can keep an ongoing history of interactions with your customer and access them instantly. In addition, you can easily view the terms and conditions of the customer’s service contract. CC’s call handling features help simplify and streamline call management. The system allows you to quickly log customer ýcasesý (customer calls, email, fax, etc.), add contacts, set case priorities, verify service contracts, log telephone time, and document significant events.

ROI’s Internet-based service call entry application may be used in conjunction with the Call Center (CC) application. The eCC application allows customers to enter requests for call center service using the Internet, then check on the status of those entries at their convenience. Using the provided simple case entry form, or customizing it for your own organization, you can quickly begin receiving service call orders over the Web.

Capacity Requirements Planning (CRP)

Capacity Requirements Planning enables you to balance your production plans with your machine and manpower capacity. It gives you the visibility to optimize your production resources, and make knowledgeable overtime, subcontracting, and work transfer decisions. With CRP, planning is based on an accurate view of the released or planned shop load impact on work centers, departments, or the entire plant. It pinpoints potential production bottlenecks and improves decision making in determining when to expand or reorganize work flow. It measures and reports manpower and machine availability against the current or a simulated production plan. Use ýrough-cutý planning to provide a rough validity check of the proposed plan. Simulate the impact of changing product demands on your available resources. Then schedule labor and machine resources for maximum efficiency and bottleneck avoidance before the plan is released.

Configure to Order (CTO)

ROI’s CTO on-line, internet enabled software acts like a cross-functional team – a design engineer, manufacturing manager, customer service manager, cost accountant and purchasing manager, all rolled into one. By entering the team’s rules into the configurator, CTO can accomplish in seconds what formerly took days. With CTO even non-technical order entry people can easily configure complex products. Its on-line engineering checks and validations ensure a buildable product every time. Based on the user-defined rules, CTO has the power to specify how to build that unique product the customer wants, in the most cost efficient manner to maximize profit, quality and service. CTO creates unique manufacturing bills of materials, including multi-level bills, routings, costing and pricing for configured items.

Depot Service Orders (DSO)

The Depot Service Order (DSO) application improves the customer service and upgrade process. Physical movement of customer goods is carefully tracked, along with all pertinent information, to expedite items through the service/upgrade cycle. The application directly interfaces with Call Center (CC), Service Contract Administration (SCA), Sales Order Processing (SOP/SQP), Inventory Control (INV), Serial Number Tracking (SNT) and Lot Tracing (LOT). It also taps into several other MANAGE 2000 features, including consigned inventory, shop floor control, work order status, costing and purchasing.


Ongoing development efforts focus on MANAGE 2000’s e-business evolution. Applications support data entry and inquiries over the Internet up and down the supply chain. For example, existing functions allow a customer, distributor or vendor, with the proper authorization, even though they may be a casual computer user with no additional training, to enter sales orders or quotes, order a product they configure on-the-fly to their exact needs, check on the status of shipments enter service or help desk calls, check on the status of service or help desk calls and calculate the earliest available date for an item. ROI’s EDI solution enables users to conduct e-commerce over the Web with trading partners across the supply chain. And ROI offers the ability to publish any MANAGE 2000 report to the web.

ROI uses Microsoft®-based component technologies to provide leading edge Web solutions that are reliable and efficient. Extensible Markup Language (XML), a standards-based technology, is used throughout the product to provide easier and more intuitive navigation and quick access to capabilities and documentation.

ROI’s enterprise knowledge portals provide pre-assembled links to information on a specific topic from many different data sources throughout MANAGE 2000. For example, the customer’s portal provides hyperlinks to order, service call, accounts receivable, material return, contract and other customer-related information. These portals may be tailored to the reader’s specific information needs. Many portals are provided with the system, including Call Center, Customers, Engineering, Item Information, Master Scheduler, Planner/Scheduler, Service Contract, Stock Status, System Administration, Vendor/Supplier and Work Order Status. In addition to aggregating information and supplying links to related functions and capabilities, the system automatically populates the news section of the portal to alert readers to changing conditions.

Electronic Data Interchange (EDI)

ROI’s Electronic Data Interchange (EDI) capabilities enable its clients to exchange many common business documents with other organizations in a structured, system-ready form. The MANAGE 2000 interface, with Internet-enabled translation software, provides a conduit for quotes, orders, catalogs and shipping and receipt notices to automatically flow from business to business. MANAGE 2000 interfaces with eVision, Windows®-based EDI translation software by TIE Commerce Inc., to translate trading partners’ data into set formats for outgoing and incoming transactions.

Engineering Change Orders (ECO)

MANAGE 2000’s powerful Multiple Revision Level Processing provides an ýengineering sandboxý for definition of engineering bills of materials (bills), while manufacturing bills are under strict Engineering Change Order (ECO) control. Using it the following are controlled by revision level effective date, non-effective date, ECO number, ECO release date, quantity per assembly (QPA), reference designators, component detail usage and balloon number

Enterprise Workflow Technologies (EWT)

MANAGE 2000 provides the key workflow components of 1) an event-driven system to manage and coordinate the manufacturing processes and associated information, and 2) on-line communication and prompting for required actions, and 3) tracking and monitoring activities. The Event/Condition/ Action subsystem coordinates the activities within a particular process. Many transactions from key areas in the system can be designated as events that trigger immediate actions, or be subject to intervening conditions to determine if the actions are warranted. Integrated e-mail, fax and program-to-program message generation manage the information flow and prompting of actions. Monitors display a real-time view of system-wide activities and events.

Executive Information System (EIS)

Designed specifically to answer high performance query requests, the EIS module incorporates a seamless interface to the Cognos Impromptu and PowerPlay tools and uses the Cognos multi-dimensional On-Line Analytical Processing (OLAP) database. Manufacturing executives will find it distinctively easy to request information, drill down for more detail, and then slice & dice the data to analyze their current state of business.

Field Service Orders (FSO)

MANAGE 2000’s Field Service Order system enables your organization to quickly dispatch technicians and the required parts to a service site. It tracks inventory and costs, provides up-to-date status and history reports, and applies warranty and contract considerations. FSO automates the repair process, enabling your technicians to be more effective. It can help you deliver superior customer service while improving your bottom line.


ROI’s forecasting applications enable accurate demand forecasting for improved demand planning. Forecasts can be shared between customers and suppliers, historical demand can be combined with actual demand, seasonal spikes and trends can be factored and weights applied, all to achieve forecasts that accurately reflect how much of what needs to be produced when. The forecasting applications provide flexible tools to calculate future projected demand.

Operating parameters can be specified at system and/or item level. They allow simple setup and tailoring to almost any business need. A wide range of forecasting methods is provided which can track a product’s demand throughout its life cycle. A standard interface is also available to Demand Solutions®, an advanced forecasting system. Demand Solutions allows users to gather demand data from multiple sources. With this application, demand and inventory needs from suppliers to manufacturing to store-level sales and replenishment needs can be converted into production plans.

Foreign Currency Exchange

Using the MANAGE 2000 Foreign Currency Exchange application, any transaction which involves prices may be entered in a foreign currency. Its full integration throughout the system enables you to list prices, enter orders, quotes and requisitions, print or pay invoices with taxes and extra charges, issue credit memos, apply cash, and complete journal entries, all in any number of foreign currencies.

General Ledger (GL)

ROI’s GL application provides a solid audit trail to and from all applications of the ERP system. All operating applications (accounts payable, accounts receivable, inventory, etc.) support and automatically update the general ledger, providing for a solid reconciliation process. The general ledger application is a multi-company system. You can define several business entities, create unique charts of accounts for them, maintain records for each and consolidate the records when appropriate. Charts of accounts can contain up to six segments, enabling full accounting for projects, organizations, facilities and elements of expense. Multiple currencies and value-added tax are supported. The GL application provides a total picture of financial activity throughout the enterprise, whether your enterprise is a single entity or a multi-company, multi-national organization.

Inventory Control

MANAGE 2000’s Inventory Control system affords complete visibility of where inventory has been used, is currently being used and where it is committed for future use. It provides the tools to minimize inventory while running an efficient, customer-service focused operation. Inventory control capabilities of the MANAGE 2000 inventory control system can uncomplicate the job of managing inventory. It starts with the powerful Inventory Control (INV) application, which provides total inventory visibility by tracking all items from receipt through shipment from one or multiple bins or stores.

As each transaction occurs, data for item history, usage statistics, and the general ledger are created. Mass issues to work orders may be performed. Special inventory categories, such as material review board and non-stock service inventory, are supported. Greater levels of control may be achieved using the Serial Number Tracking, Lot Tracing, and Multiple Facilities applications. With MANAGE 2000 advanced technology, you can add CAD drawings, scanned notes and schematics, and audio and video instructions to your inventory item records.

You can graph your items and their value by product groups, sales or other selections. ROI provides the technology and flexibility for you to take control of your inventory. Inventory excesses tie up cash; shortages interrupt customer demand fulfillment. Accurate and timely inventory on-hand and replenishment information is critical to controlling inventory levels. MANAGE 2000’s inventory control system affords complete visibility of where inventory has been used, is currently being used and where it is committed for future use. It provides the tools to minimize inventory while running an efficient, customer-service focused operation.

Lot Tracing

MANAGE 2000 follows traceable inventory from the time it enters the system until the time it leaves. The system records material received by lot, keeps traceable material on-hand by lot, and maintains detailed usage information by lot at every level of the manufacturing process. You can see exactly what lot-traceable material was used to make an intermediate or top level traceable item. Final disposition of traceable materials is marked by lot when shipped to the customer. With this visibility, you can take steps to improve product quality, safety, and processes.


MANAGE 2000’s Maintenance (MNT) application is used to track and schedule the service and maintenance of assets. MANAGE 2000’s maintenance application enables scheduling of the labor, tools, tasks and time to keep equipment running smoothly. The MNT application is fully integrated with the MANAGE 2000 enterprise system. Inventory management and the purchasing system can be used to insure availability of maintenance tools and supplies. Equipment being maintained can be removed from available capacity so replanning and scheduling can be used to shift resources. Maintenance costs are captured and archived for tracking and control. A library of standard work steps or routings can be built to reduce the time to maintain the equipment. And the enterprise workflow system can be used to trigger electronic messages and actions, such as reminders that warranty-required maintenance is due.

Master Production Scheduling (MPS)

MANAGE 2000 Master Production Scheduling (MPS) provides the ability to analyze all sources of product demand to achieve an optimum schedule in balance with resources. It offers a flexible set of workup and analysis tools that enable master scheduling at many levels, in many different environments. Off-line, simulated schedule development not visible to the live production schedule enables foreseeing the impact of anticipated demand changes. Because you control when the master schedule is handed off to material requirements planning, scheduling stability can be achieved.

Material Requirements Planning (MRP)

The Material Requirements Planning (MRP) application works with your other planning tools to help you manage production, control costs, and respond to changing demands. It is a flexible and sophisticated material and production scheduling system. Extensive planning options are provided so that you can generate plans appropriate for your operations. You can tailor your planning to the end item or job component level. Simulation, bucketless planning, bucketed reporting and graphing, unlimited planning horizon, and net or regenerative planning are but a few of the many MANAGE 2000 MRP features that can make your planner more effective and allow you to build just what you need, when you need it.

Multiple Facilities

With the Multiple Facilities module, you can coordinate plans and activities of many facilities, whether they are across the street, in another state, or in another country. Multiple Facilities enables integration of multi-facility inventories so that business functions in each facility are continually controlled. Planning and executing through a common database, rigorous controls, and up-to-date reporting are the key elements that provide this integration. This application enables management to be continually aware of each facility’s net position in relation to its business needs at each facility.


The Payroll (PAY) application contained within MANAGE 2000 performs all payroll tasks from converting time worked into wages to electronic deposits of paychecks. It accepts labor reporting from the shop floor as its principal input or it can be operated independently. It is integrated with the General Ledger application for posting of labor distribution, payroll taxes, and benefits. The Payroll Interface (PAYI) application provides the flexibility to interface with third-party PC payroll systems or outside payroll service bureaus. It furnishes users an easy and efficient method of collecting labor information in MANAGE 2000 and making it available for payroll processing on the PC payroll or human resources system of their choice.


The Purchasing system begins with recommended purchasing actions from the material requirements planning system, fed by sales orders, forecasts and the master schedule, or with the direct entry of requisitions, quotes or orders. Standard orders, blanket orders, contracts and release schedules may be combined. A single order may comprise a multitude of items with many deliveries of each item. In addition to inventory items, non-stock items such as supplies, services or equipment can be purchased and directly charged to general ledger accounts. Material may be ordered to stock or directly to specific work orders. Calculations include cascading discounts, sales and Value Added Taxes (VAT), foreign currency exchange rates, and quantity discounts on price quotations.

Quality Control (QC)

MANAGE 2000’s Quality Control application provides manufacturing management with true decision oriented information about the quality of their products. Just as important, quality information is fed back to multiple departments to aid in identifying both trends and required actions. In MANAGE 2000, the Quality Control application is tightly integrated to the rest of the system, allowing information to flow to and from every area where quality is affected. Any item whose production is controlled via MANAGE 2000’s Repetitive or Shop Floor Control applications may be inspected.

An inspected item may be recorded as accepted, scrapped, or rejected. Scrap costs are removed from inventory and are collected in scrap expense accounts. Repair orders are automatically created for rejected items. Each time an item is scrapped or rejected, a user-defined reason code must be entered. This allows you to clearly identify, using your own terminology, why an item was scrapped or rejected. Once the information is recorded, a comprehensive set of inquiries and reports allow analysis.

Repetitive Manufacturing

The Repetitive Manufacturing application can help you simplify your methods of operation. It supports and encourages a flow inventory environment and/or manufacturing cells, where component inventory levels are kept low and stock is quickly depleted. Quality control improvements, a key element in short-cycle manufacturing, are often quickly realized upon implementing this application. The Repetitive application supports these JIT concepts. No work orders or job packets are generated for repetitive orders. Raw material and subassembly usage is automatically recognized by end item completion. Material usage and costs may be captured at the point of use rather than waiting until production completion of end items. Checkpoints may also be specified to indicate that material is to be moved or labor is to be reported at designated points in an operation.

Repetitive Order Groups (ROGs) can greatly simplify production scheduling and execution. Wherever multiple orders are processed sequentially in an essentially continuous operation, this breakthrough MANAGE 2000® technology can be used to avoid what could otherwise be scheduling nightmares. The power and flexibility of Repetitive Order Groups (ROGs) can be used for cell or line based production where it is important to run products in a particular sequence.

Return to Vendor (RTV)

The MANAGE 2000® Return to Vendor (RTV) system not only enables you to generate the proper shipping documents to allow transfer of the materials back to the vendor, but also simplifies completion of the necessary accounting entries. If required, a negative receipt can be created to back the items out of inventory. An accounts payable debit memo can be generated to track the dollar amounts associated with the returned materials, and miscellaneous charges for expenses incurred in returning the goods may be added.

Sales Order Processing (SOP)

The Sales Order Processing (SOP) application of MANAGE 2000 enables the vital coordination of activities between your sales, plant, shipping and accounting groups. It facilitates efficient management of accounts, contacts, pricing, invoicing and shipping. SOP provides you with the tools to streamline your order to cash cycle while delivering accurate promises and excellent service to your customers. ROI’s Electronic Sales Order Processing (eSOP) application can help you quickly and easily set up a business-to-business (B2B) e-commerce strategy. Implementing eSOP requires only a few easy steps beyond implementing ROI’s traditional sales order processing (SOP). Customize the template Web page, group the products you want to sell over the Web, and soon your eStore can be open for business.

Serial Number Tracking

Serial number tracking meets a very strict standard for product identification. Information captured for each serial number can aid in specifying products for recall and help identify defect sources. Serial number tracking offers you inventory control at the level of each, identifiable, physical entity that is tracked. This may be contrasted with control by lot number, where the lot number identifies a group of items or a batch of material. A serial number is considered a unique tag for an item number. It must be printed, engraved, or otherwise affixed legibly to the physical item that is tracked. The unit of measure for a serial trackable item is always each. The quantity per serial number is always one. The serial numbered item can never be in more than one place at one time. All the events in the ýinventory lifeý of a part tracked by its serial number are recorded and available for reporting with this feature. Serial numbered parts can be tracked from time of receipt, whether by purchase order or work order, through inspection, production, sale, shipment, and return material authorization. This information is invaluable for defect analysis and problem resolution.

Service Contract Administration

The Service Contract Administration (SCA) application provides you with tools to manage your service contracts more effectively. Its extensive features can help you increase service profitability while delivering superior customer service and support. This application provides contract pricing, billing and renewal notification. A minimum of data fields are required by the SCA application so that simple contracts can be entered quickly. For more complex contracts, a higher level of detail is accommodated. This application makes pricing of complex contracts easy. The system locates the initial list price, then lets the user add a markup based on service parameters such as guaranteed eight-hour service or 24-hour support. Finally, a trade discount may be applied to reduce the price. Frequency and timing of billings, pre-bill or post-bill flags, and service charges are all defined within this application. Sales taxes and value-added taxes may be optionally calculated. Once an invoice is generated, the information is automatically picked up by MANAGE 2000’s accounts receivable and general ledger applications. Renewal notification data is maintained and easily extracted to maintain service contract coverage.

Shop Floor Control

The MANAGE 2000 Shop Floor Control (SFC) application gives you powerful tools for flexible scheduling and resource management. With it, you monitor and control your work in process. It enables material backflushing, real time dispatching, and the reporting of applied labor and material moved through your work centers. It helps you avoid bottlenecks to get quality products produced according to specifications and out to your customers on time. This application provides the tools to give you work in process feedback. It uses the information that you have provided in the work centers application regarding your machines, operations, routings, and standards, coupled with the work you have released through the scheduling function. This application provides instructions to your production managers and workforce for building your products, and gives them the means to easily inform you of their progress. SFC is a comprehensive execution system for monitoring and controlling production workflow. It can help you maximize output, increase productivity and improve quality and responsiveness.

Truck Scheduling

With the MANAGE 2000® truck scheduling application, you can optimize truck loading and schedules for maximum efficiency to deliver your products on time every time. Truck scheduling enables dispatching of customer orders independent of or fully integrated with sales order entry. Customer orders can be assigned to truckloads at order entry or can be pooled with other unassigned orders for later load consolidation. Sales order ship dates can be automatically adjusted to reflect changes in truck schedules.

Work Centers and Routings

MANAGE 2000’s Work Centers (WC) application enables you to easily create and maintain routings and fully detailed work centers, which form the basis for a smooth-running operation. The Work Centers and Routings application helps you maintain essential manufacturing engineering data. It details how you build your product. This application enables you to store your process steps (routings) and work center information. Using WC, your products are costed the way they are produced, and your capacity can be planned based upon the actual production routing. Work centers and routings can be used throughout the MANAGE 2000 system.

They can be used to produce serialized or lot traced items in single or multiple facilities. They can be used in short-cycle or repetitive environments and with the manufacturing lead-time management system. Routings are generated automatically upon configuring a unique item using the Configure to Order application. Maintenance steps can be specified in a routing to shorten service cycles. The WC application can be used to improve efficiencies and control throughout your enterprise.

Work Order Costing

The Work Order Costing (WOC) application uses the data generated by other applications of your MANAGE 2000 system as work order costs and statuses are gathered and posted at the time of each activity. WOC acts as the accounting tool to control the elements of work in process by auditing the final closing activities of work orders. Through full access to the costing capabilities of the other applications, your cost accountant can specify the cost sets and elements comprising the benchmarks against which actual costs are measured. Variances from standards are captured and posted to the general ledger. The WOC application brings together all of the work order costs generated from purchasing, inventory movement and labor activities, along with the standards established, to enable you to manage your manufacturing costs effectively.

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