ERP Go Live Checklist
ERP GO live preparation is one of the major activities that needs co-ordination between Management, Sales, Purchase, Stores, Production and Finance Departments. Another stake holder is the Vendor, who is providing the ERP Systems.
Below is the list of the Items that needs to be prepared by Customers as part of ERP Go live Implementation.
Used depending on Business needs
|2||Define Product ID and the numbering formats
1. Maximum Size is 20 chars
2. You can have alpha numeric options
|3||Check Tax Master.
1. Check the TYPE of taxes
2. Round off cases
3. INPUT and OUTPUT Taxes
Most of the taxes are made available.
|4||Check Unit of Measurements.
Ensure that you have the necessary details before you begin uploading the Product Master
Most of the UOMs are made available.
This menu is only for those who wants to use LOCATION features
Important: if you have subcontractors then create one LOCATION per subcontractor so that you can track the materials sent to them through Delivery Challans.
|6||Product master upload
1. Product ID less than 20 char *
2. Description less than 250 char *
3. Unit of measurements *
4. Do you keep stock / Inventory = Yes *
5. Product Group
6. If the QTY is entered then Unit Price is important as it gives inventory valuations. *
7. Enter Selling price
8. Check Purchase or Sales TAXES (VAT/ Excise / Non Excise)
9. Check whether product is maintained in “batches” or not
|Either you can create manually or Upload the data from menus.||Customer|
|7||After product master upload is done, you can do these for those
a. Manually enable those items that are EXCISE
b. Enter the HSN Codes.
Enter the Excise details, if EXCISE = YES
1. Customer ID *
2. Customer Name *
3. TIN Number
4. eMail id
|9||Supplier / vendor master
1. Supplier ID *
2. Supplier Name *
3. TIN Number
4. eMail id
If more than one Bank then create the same number of GL Bank Account codes too.
One Bank Master Code = One Bank GL Account Code
|Mandatory, if you transactions in BANK.||Customer|
Create new Assets, Sales, or expense accounts, if required
|12||Multi Currency enablement and set the exchange rates||For Multi currency users only||Customer|
|13||Bill of Materials: To make a finished goods (FG), what and all raw materials (RM)/components required
Important to note
1. Product ID should be matched to the Product ID that’s created.
2. Be careful with Scrap and other percentage details
3. By Product features can be enabled from the Menus.
|For Manufacturing Customers only.||Customer|
You can attach the Login ID to employees.
|15||Sales persons and their commission details||Optional||Customer|