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ERP Requirements Checklist

This document provides a checklist of key ERP system requirements to help assess whether ERP systems support business needs. It outlines core modules for accounting and financials, human capital management, manufacturing and distribution, sales and inventory management, customer relationship management, materials management, supply chain management, and business intelligence and reporting. The checklist details common features within each module.

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Shukri Rahman
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670 views1 page

ERP Requirements Checklist

This document provides a checklist of key ERP system requirements to help assess whether ERP systems support business needs. It outlines core modules for accounting and financials, human capital management, manufacturing and distribution, sales and inventory management, customer relationship management, materials management, supply chain management, and business intelligence and reporting. The checklist details common features within each module.

Uploaded by

Shukri Rahman
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Top ERP Requirements Checklist

This requirements checklist is designed to help you assess whether ERP systems and features
support your business needs.

Human Capital Management


Accounting & Financials
Centralizes all human resource
Includes all the core accounting and
information for managers, HR staff and
compliance systems.
for employees.
ü General ledger
ü Central repository for employee data
ü Accounts receivable
ü Onboarding
ü Accounts payable
ü Benefits
ü Billing
ü Payroll
ü Revenue recognition
ü Taxes
ü Budgeting
ü Timecard tracking
ü Financial reporting
ü Time off requests

Manufacturing & Distribution


Materials Management
Enables you to run all facets of your
Streamlines the procure-to-pay process
manufacturing operations with
with visibility into current and predicted
end-to-end visibility and analysis.
stock levels.
ü Production control
ü Automated procurement
ü Distribution scheduling
ü Matching purchase orders
ü Quality analysis
ü Stock optimization
ü Order tracking

Supply Chain Management


Sales and Inventory Management
Automates and integrates all the steps
Automates your order-to-cash process
between ordering product from a
and links to inventory management.
vendor and getting finished goods to
a customer.
ü Ecommerce
ü Pricing management
ü Demand forecasting
ü Order entry
ü Purchase orders
ü Returns
ü Transfer orders
ü Cycle counting
ü Work orders
ü Inventory tracking
ü Global coordination
ü Warehousing
ü Warranty management

Customer Relationship Management Business Intelligence & Reporting


Centralizes, tracks and optimizes all A layer of cross-functional analysis and
contact with customers. reporting tools.

ü Central repository for customer data ü Dashboards


ü Order history ü Analytics
ü Marketing promotions ü Multi-layer reporting
ü Lead management ü Scheduled/subscribed reports
ü Quotes ü Custom reports

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