ERP MODULE CONFIGURATION CHECKLIST

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--- MODULE REQUIREMENTS GATHERING ---
[ ] Describe Overall Business Objectives for this Module
[ ] List Key Business Processes the Module Supports
[ ] Estimated Number of Users for this Module
[ ] Primary Module User Group (Sales, Finance, Operations, HR, Other)
[ ] Date Requirements Gathering Completed
[ ] Which current systems/processes will this module replace? (Legacy System A, Spreadsheets, Manual Processes, None)

--- USER ROLES & PERMISSIONS ---
[ ] Module Access Level (Read Only, Basic Entry, Full Access, Admin)
[ ] Functional Permissions (Create, Edit, Delete, Approve, View)
[ ] Approval Authority Level (None, Level 1, Level 2, Level 3)
[ ] Role Description
[ ] Transaction Limit

--- MASTER DATA CONFIGURATION ---
[ ] Starting Item Quantity
[ ] Default Currency (USD, EUR, GBP)
[ ] Vendor Notes/Instructions
[ ] Last Master Data Review Date
[ ] Applicable Tax Codes (VAT, GST, Sales Tax)
[ ] Default Payment Terms (Days)

--- WORKFLOW & PROCESS SETUP ---
[ ] Approval Hierarchy (Level 1 Approval, Level 1 & 2 Approval, Custom Approval Matrix)
[ ] Approval Threshold (Currency)
[ ] Automated Task Notifications (Email, In-App Notification, SMS)
[ ] Workflow Start Date (Scheduled)
[ ] Workflow Description (Purpose)
[ ] Escalation Policy (Automatic Escalation, Manual Escalation, No Escalation)

--- REPORTING & ANALYTICS ---
[ ] Default Report Format (PDF, CSV, Excel)
[ ] Report Refresh Interval (minutes)
[ ] Key Performance Indicators (KPIs) to Track (Sales Revenue, Order Fulfillment Time, Inventory Turnover, Customer Satisfaction)
[ ] Report Generation Start Date
[ ] Notes on Report Customization

--- INTEGRATION POINTS ---
[ ] Connected ERP Module (Finance, Manufacturing, Sales, Inventory, HR, CRM)
[ ] API Endpoint URL
[ ] Data Sync Frequency (hours)
[ ] Data Mapping Description
[ ] Data Transmission Method (REST API, Message Queue, File Transfer)
[ ] Integration Start Date

--- DATA VALIDATION RULES ---
[ ] Minimum Quantity Allowed
[ ] Maximum Quantity Allowed
[ ] Price Must be Greater than
[ ] Expiration Date Required
[ ] Status Selection (Active, Inactive, Pending)
[ ] Mandatory Field 1 (e.g. Customer ID)
[ ] Allowed Categories (Category A, Category B, Category C)

--- TESTING & VALIDATION ---
[ ] Number of Test Cases Executed
[ ] Number of Test Cases Passed
[ ] Number of Test Cases Failed
[ ] Summary of Test Results
[ ] Affected Areas by Failed Test Cases (Inventory Management, Financials, Sales, Purchasing, Manufacturing)
[ ] Upload Test Results Documentation (e.g., logs, screenshots)
[ ] Date of Testing Completion

--- DOCUMENTATION ---
[ ] Configuration Rationale
[ ] Module Configuration Document
[ ] Date of Last Configuration Update
[ ] Version Number
[ ] Known Limitations/Workarounds
[ ] Configuration Approver Signature

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