01
Shared data
Files and documents used by various departments.
ERP
ERP — enterprise resource planning
ERP connects transactions across departments through shared data. It brings the customer order, purchase, goods issue and financial settlement into one workflow.
02
Implementation
Order linked to resources and execution.
03
Migration
Agreed initial status and open documents.
01Guide / ERP
Common files and documents
Sales, purchases and warehouses must identify products, contractors and units of measurement in the same way. Documents should indicate their sources and corrections. This is the basis for a coherent picture of inventory, liabilities and implementation.
ERP is a family of functions, not a guarantee of an identical set of modules. The financial, production and industry scope depends on the solution.
02Guide / ERP
Example: from order to settlement
An accepted order triggers an availability check. Missing items go to purchase or production. The confirmed release forms the basis of the subsequent document. Departments work on related information rather than reproducing the same state from emails.
Important exceptions are: partial delivery, rescheduling, return and correction. Their service must maintain compliance of the number and history of documents.
- Sales
Contractor, terms and items of the order.
- Security
Inventory, reservations, purchasing or production.
- Implementation
Issuance, confirmation and documents.
- Settlement
Values, payment and reporting data.
03Guide / ERP
ERP limits and implementation scope
A WMS can manage advanced warehouse operations, an MES can record shop-floor activity, and a CRM can handle customer relationships. Integrations define which system approves the data and when confirmation becomes binding.
Before migration, we organize dictionaries, open documents and initial states. Phased launch requires transitional accountability policies to ensure that two applications do not change the same data in parallel.
04Modules and data
A common save does not necessarily mean an identical screen
Sales, warehouse and planning teams use the same identifiers but need different views. ERP organizes the relationships between documents and lets users trace the source of a value or quantity.
The scope of modules depends on the solution. A dedicated system can supplement the accounting program with company operations; We establish boundaries and data exchange before construction.
Sales and purchases
Customer orders, suppliers, conditions, prices and document links.
Warehouse and production
Stocks, reservations, material needs and workmanship to the extent appropriate for the company.
Documents and finances
Transferring data for settlements and checking the correctness and status of the document.
Management report
Agreed sources of results, commitments and implementation with the possibility of drilling down to detail.
05Migration and reception
The initial state must have an agreed source
We separate records, inventory, open orders and historical data. We determine the cut-off point and the method of transferring documents that are still in progress on the migration day.
The test should compare quantities, values and relationships, not just the number of rows imported. For example, the user checks whether a previously started order can be completed correctly in the new environment.
Questions and answers
Before making a decision
Do we need our own accounting in the system?
Not always. You can leave it in a specialized tool and transfer the agreed documents. We confirm the scope with the people responsible for settlements.
Do all modules have to start at the same time?
NO. However, phasing requires a clear source of records, statuses and documents during the transition period. Double entry without agreement may create discrepancies.
How to check initial states after migration?
We compare quantities, values, reservations and open documents at the agreed time. We explain the differences before releasing the current work, and the trial result is confirmed by the people responsible for the data.
Let’s start with a conversation
How will ERP help your team?
Describe the data-missing decision and your current workflow. We will determine the scope of the solution and the role of existing tools.
Discuss ERP needs