Checklist of ERP Start … Are you ready for Successful start of the ERP

Checklist of ERP Start … Are you ready for Successful start of the ERP

Checklist of ERP Start … Are you ready for Successful start of the ERP

Checklist of ERP Start … Are you ready for Successful start of the ERP

Formats , Excel, Training Kits, ERP Health Checkups

S No Criterion
(detailed work to be done and certified OK)
Sales orders & Invoicing
Sale order being entered?
Invoices being made ?
Invoice already started to sent to customer ( ask on phone )
TCS linking done ?
Accounts linking done ? In Control Panel
Export Invoice . Is in PO ? Ready to us ? Only if it is in PO
SEZ Invoice ? Ready to use ?
No stock , no invoice, lock is working fine ?
Opening Sales orders as on 1-4-2019 … ready ? Planned ? If current is working, then automatically, that day will also be ok
Purchase Orders
Indent being entered ?
Indent being approved ?
User Dept are making indent or all made by Purchase only
Purchase Order – making or not ?
Purchase Order – sending to vendor or not ?
Approval of purchase Order – by Plant head / Director ? Or not ?
People have made at least 50 actual PO and checked the results
At least 75% of the MRR are being made in “MRR Against PO option” ?
Opening Delivery Challans / RGP
all RGP already sent to some job worker , for which material is expected to come after 1.4.2019, are they in the ERP ?
How to see the OSP Report ( Out side party – pending report ) ?
Gate Entry Module
Computer put on Main Materials Gate ?, if not Why ?
Guard / Material stores person posted there, knows Finsys now ?
Gate Entry – done 50 actual entries , tested ok ?
Main Stores
MRR – done 50 actual entries , tested ok ?
Issue Entries
RGP – Delivery Challans being made ?
MRR against RGP
Closing stock report has items with zero value ?
Effective date for stock is ?
Freeze date of stock is ?
Rolling freeze date of stock is ?
Minimum levels are entered for how many items ?
Maximum levels are entered for how many items ?
Reorder levels are entered for how many items ?
Quality Inwards – Main material in ERP
QC inward is set is compulsory ?
QC is being done ? When last ?
Quality Inwards – Engineering Stores / other material in ERP
QC inward is set is compulsory ? for these also
QC is being done ? When last ?
Quality Outwards
Being done ?
Production Entry – Basic module ( for phase 1 clients )
Being done ?
With WIP or direct ?
Accounts. – Entry done in following ?
Receipt of Money – cash or bank
Payment of Money – cash or bank
Journal vouchers  (30 series )
Purchase Voucher passing in ERP (50 series)
Service Purchase Voucher passing in ERP  (51 series)
57 series ?
5A series ?
5B series ?
58 series ?
31 series
32 series ?
User Rights
how many users have ABCD as password ?
How many people have admin rights ?
Backup
Taking backup ? See
Google Drive for Backup being used ?

Download section

Same text in a user friendly excel format, pls download

Checklist–Year Start – ( all modules)( click to download )

 

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