Move from separate accounting, sales and people tools with a controlled transition.
When sales, finance and HR use separate tools, staff spend time checking which version of a customer, order or employee detail is current. Replacing those tools also creates a transition risk: some work is already approved, partly delivered or paid. Enterprise ERP specifies the connected processes, while implementation plans the move around those existing commitments.
Choose the process that causes the most repeated work or unreliable reporting. Agree its owner and boundaries before selecting the first entity to move. Other tools can remain in use while the connecting handoffs and responsibility for each balance are explicit.
Resolve duplicate accounts and contacts using reviewed mappings, retaining the original system identifiers. Import references in a controlled sequence and check exceptions before activation. A repeated extract must update the agreed migration batch without creating another customer, opening balance or outstanding order.
Carry accepted prices, document revisions and partial receipts, shipments, bills and payments. Preserve stock reservations and the relevant lots or serials. The new application needs the remaining obligation and its history so it cannot fulfil or settle the completed portion again.
Match detail to ledger balances at an agreed cutoff. Opening stock and its accounting balance represent one position. Asset history, payroll year-to-date values and comparative financial data use dedicated nonposting migration evidence instead of fabricated depreciation or payroll runs. Test imports against the same reconciled source totals.
Rehearse real transactions and exceptions, verify access and connections, and agree how users retrieve earlier history. Switch payroll at an approved period boundary after its comparison run. Introduce assistants once the deployed actions and permissions are tested. The retirement date follows accepted readiness and outstanding work, rather than a fixed promise made before the data is examined.
Start with a defined business problem · Preserve source history · Bring the remaining work forward · Reconcile the opening position · Retire tools after acceptance
Same records, same gates. The configuration changes how the process runs for this team.
Controller: Approve Bills with BillItems.MatchStatus exceptions above an eligible cost-centre manager limit or outside policy, never if preparer/material editor
Controller: Release PaymentRuns and PaymentInstructions within own converted PaymentReleaseLimit, excluding preparer and every bill approver in the run
Employee: Approve Requisitions as assigned cost-centre manager within POApprovalLimit and Bills as assigned cost-centre manager within BillApprovalLimit, excluding own preparation/material editing
Employee: Confirm ServiceAcceptances as authorised requester without gaining PO/bill approval rights
Finance Clerk: Manage draft Bills, BillItems, BillMatchAllocations, Invoices, InvoiceItems, PaymentsReceived, PaymentApplications, PaymentsMade, PaymentAllocations, PaymentRuns, PaymentInstructions, CreditApplications and Refunds
Finance Clerk: Post eligible fully matched Bills under an independently activated automatic-match policy with no unresolved exception
Approval conditions.
Admin is configured as a role at rollout; the spec has no matrix column for it yet.
Owns financial policy, independent finance decisions, reconciliation, the close and consolidation.
Captures and reconciles finance transactions, prepares payments and performs only the narrow routine settlement actions allowed by policy.
Owns commercial masters, customer contracts and the approved sales pipeline within entity authority.
Owns employment and leave policy and independently confirms sensitive employee changes proposed by payroll.
Prepares effective payroll calculations and independently confirms HR-proposed sensitive employee changes.
Set the entities, financial rules and approval boundaries that keep commercial, operating and employee records consistent.
Connect the sales conversation to reviewed prices, customer commitments and the orders finance and operations fulfil.
Control commitments, receipt quality and stock availability from the first requisition through delivery and returns.
Plan the remaining demand, release a stable production plan and trace accepted output back to its material, time and quality checks.
Connect employee changes, approved leave and time to a reviewed payroll run with clear settlement and correction history.
Reconcile operating activity, review adjustments and produce a locked financial close with traceable group reporting.
Match obligations to accepted work, control payment release and reconcile cash, credits and foreign-currency settlements.
Approved PO commitment, net accepted receipt/service value and posted bill/credit spend shown as separate populations; cumulative matched quantities prevent duplicate full-PO spend, price variance uses equivalent quantity/UOM/currency, on-time acceptance compares original promise and quality rejection uses inspected population with no-history coverage shown.
Thirteen weeks from reconciled bank balance at the stated opening timestamp; open invoice collections, unreserved bills, reserved payment instructions, approved unpaid operational payroll and tax obligations form mutually exclusive source buckets, with currency/date assumptions and uncertainty shown; Parallel payroll and duplicated bill/run obligations excluded.
Owned net StockLayers/StockMovements at the cutoff by entity, warehouse and costing method reconciled to mapped inventory controls; pending custody excluded, reservations do not reduce ownership value, and remaining WorkOrders.OpenWIP excludes transferred completed/scrapped cost.
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Related questionYes. Plan a phase around a defined entity and process, with clear ownership of the work that remains in other tools. Reconcile the opening position, integrations and handoffs before launch; retire the old tool for that scope after its outstanding work is accounted for.
Related questionThe design supports entity-specific functional currencies and accounting calendars. Group reporting needs explicit period mappings, translation policies and ownership methods. A locked consolidation retains those choices and its source amounts so a later change cannot silently rewrite the result.
Related questionEvery purchase order needs an eligible approver who did not prepare it. The Buyer or Controller acts within the specified authority. A Controller releases a payment run within their limit and independently of its preparer and included bill approvers. Delegation requires the necessary role and never removes those independence rules.
Related questionAccess to individual pay, national IDs and employee bank details is restricted. Sales roles do not receive it, and administrative access does not override the restriction. Finance review can use payroll totals and reconciliation evidence; authorized HR and payroll roles retain the detailed access needed for their work.
Related questionCompare the configured payroll against the previous provider using a Parallel run for the agreed employees and pay period. It produces comparison evidence without posting journals, creating bank instructions, consuming time or leave, or updating operational year-to-date balances. The payroll owners agree the differences and country-specific responsibilities before release.
Related questionConnections are implementation work and depend on the selected provider and country. Confirm the supported formats, identity, acknowledgements and reconciliation behavior during rollout. A payment-file acknowledgement is distinct from settlement, and a configured tax code is not evidence of filing coverage.
Related questionYes, through a planned and reconciled migration. Preserve source identifiers and partial processing history so an already received, shipped, billed or paid amount cannot be processed again. Opening stock, ledger, asset, leave and payroll balances need controlled imports with clear posting boundaries.
Related questionAssistants can prepare drafts, propose matches and collect evidence within their assigned access. Required human approvals stay with the accountable role. They cannot bypass document review, payment release, credit controls or sensitive employee access.
Related questionManage customer commitments, stock availability and collections across repeat business.
Carry customer commitments into production and understand the margin on delivered work.
Give each company operational control and the group a consistent financial view.
Move from separate accounting, sales and people tools with a controlled transition.
