ERP LOCALIZATION CHECKLIST

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--- LANGUAGE & TRANSLATION ---
[ ] Primary Languages Supported (English, Spanish, French, German, Mandarin Chinese, Japanese)
[ ] Translation Method (Machine Translation, Human Translation, Hybrid (Machine + Human))
[ ] Translation Style Guide Adherence Notes
[ ] Glossary File Upload (if applicable)
[ ] Last Translation Update Date
[ ] Quality Assurance Review Process (Internal Review, External Review, Automated QA Tools)

--- CURRENCY & TAX CONFIGURATION ---
[ ] Default Currency Exchange Rate
[ ] Default Currency (USD, EUR, GBP, JPY, CAD)
[ ] Tax Rate (VAT/GST)
[ ] Tax Rate Effective Date
[ ] Tax Calculation Method Description
[ ] Tax Reporting Frequency (Monthly, Quarterly, Annually)
[ ] Rounding Precision (Decimal Places)

--- LEGAL & REGULATORY COMPLIANCE ---
[ ] Data Privacy Regulations Compliance (e.g., GDPR, CCPA) (Fully Compliant, Partially Compliant, Not Compliant)
[ ] Last Data Privacy Impact Assessment Date
[ ] Summary of Key Legal & Regulatory Considerations
[ ] Number of Legal Hold Cases Currently Active
[ ] Applicable Tax Regulations (VAT, Sales Tax, Payroll Tax, Withholding Tax)
[ ] Relevant Legal Documentation (e.g., contracts, permits)

--- DATE & NUMBER FORMATS ---
[ ] Default Date Format (e.g., DD/MM/YYYY)
[ ] Decimal Separator (e.g., . or ,)
[ ] Thousands Separator (e.g., . or ,)
[ ] First Day of the Week (Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday)
[ ] Date Validation Format (for input)

--- CHARACTER ENCODING ---
[ ] Default Character Encoding (UTF-8, ISO-8859-1, Windows-1252, Other (Specify))
[ ] Specify other Encoding (if selected)
[ ] Supported Character Sets (Latin Extended-A, Cyrillic, Arabic, Chinese (Simplified), Japanese, Korean)
[ ] Encoding for Data Imports
[ ] Encoding for Email Notifications

--- ADDRESS FORMATS & POSTAL CODES ---
[ ] Standard Address Format Description
[ ] Country Selection (United States, Canada, United Kingdom, Germany, France, Japan, Australia)
[ ] Specific Address Field Order (e.g., Street, City, State/Province)
[ ] Maximum Postal Code Length
[ ] Postal Code Validation Rules (Select all that apply) (Numeric only, Alphanumeric, Format Check (e.g., XX-XXX), Range Check)
[ ] Example Valid Postal Code Format

--- BUSINESS PROCESS ADAPTATION ---
[ ] Local Payment Method Integration (Credit/Debit Cards, Bank Transfers, Mobile Payments, Cash on Delivery)
[ ] Describe any adaptations to the sales order process.
[ ] Local Invoice Numbering Format (e.g., Prefix/Suffix)
[ ] Date for Legal Hold/Retention Period Adjustments
[ ] Standard Operating Hours Adjustment Required? (Yes, No)
[ ] Describe any changes needed to the inventory management process for local regulations.

--- REPORTING & DOCUMENTATION ---
[ ] Summary of Localization Changes in Reports
[ ] Localized Report Templates
[ ] Report Language Preference Setting (English, French, German, Spanish)
[ ] Date of Last Report Localization Review
[ ] Documentation of Localized Report Formulas

--- USER INTERFACE CUSTOMIZATION ---
[ ] Preferred Language Display (English, Local Language, User Preference)
[ ] Date Format Display (MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD)
[ ] Number Format (Decimal Separator) (Period (.), Comma (,))
[ ] Font Size Adjustment (Base)
[ ] Customizable UI Elements (Dashboard Widgets, Navigation Menu, Report Layout)
[ ] Specific UI Modification Notes

--- TESTING & VALIDATION ---
[ ] Number of Test Users Involved
[ ] Date of Initial Testing
[ ] Testing Environments Used (e.g., Dev, UAT) (Development, UAT, Production)
[ ] Summary of Key Testing Results
[ ] Attach Test Scripts/Documentation
[ ] Overall Test Outcome (Pass/Fail) (Pass, Fail)
[ ] Date of Final Test Sign-off

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