ERP Implementation Checklist

Copyright - Alto CIM Services Ltd.

General status of process training can be viewed in the tables in section 2.0 above. However,
this operates at the procedure level and does not account for individual training requirements.
A sample departmental matrix is shown below for Purchasing. It lists the processes as
detailed in section 1 and the job titles of those who need to be trained.

Interplant    order    closure

Internal    escalation    process

Interplant    order    management

Order    closure

Payment    authorisation

Receipts    process

Order    authorisation

Blanket    order    process

Scheduled    (call-off)    order    process

Vendor    kanban    process

Purchased    services    process

Purchase    of    consumables

Price    variation    process

Managing    overdue    orders

Sourcing    decision    making

Managing    spending    limits

Vendor    ranking

Vendor    qualification

Adding,    changing    and    cancelling    orders

Managing    vendor    records

EDI    message    receiving

Interplant    order    management    through    EDI

Vendor    order    management    through    EDI

Process    (down)    /    Job    title    (across)

  Purchasing    Manager

  Vendor    Engineer

  Master    Scheduler

Buyer

  Vendor
Analyst

  Quality
Engineer

Planner

1.2-C18465

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