ERP requirements checklist
A useful requirements list describes the work people must complete and the evidence that will show it works. A long feature list can hide the handoffs that make or break an implementation. Use this checklist to prepare a Datrylo demonstration or any comparable ERP evaluation.
Turn a requirement into an acceptance decision
Example requirement record. Confirm the actual delivered behaviour with evidence; a requested feature is not an included capability.
| Record / decision | Filled example and next owner |
|---|---|
| Workflow / role | REQ-01: Warehouse clerk receives 10; supervisor approves discrepancies. |
| Expected result / exception | Accepted 8, disputed 2; source order remains linked and no silent full receipt. |
| Evidence / scope / decision | Owner: stock supervisor. Source: PO-10 and receipt. Configuration: partial receipt; custom approval still open. Retest: before acceptance. |
Use this worksheet to organise your requirements, assign owners and plan the next steps.
Describe the business
Record legal entities, branches, countries, currencies, internal users and external customers or suppliers. Identify the systems that will remain, the data that must move and the reports people use to make decisions. Note any legal, tax or regulated requirements that need specialist approval.
Write complete scenarios
For each priority workflow, state the trigger, responsible role, steps, document, exception and result. A distributor might use purchase to receipt to sale to delivery; a manufacturer might add a bill of materials and production order. Datrylo has product demonstrations for these basic paths, but your exact rules need testing.
Ask for proof
For every requirement, record whether it is demonstrated in the proposed release, needs configuration, requires an integration or is unavailable. Confirm the application package and user allowance. Include permissions, mobile browser use, language, data export, backup and recovery. Bring this list to a demonstration.