Library
ERP Modules
Considerations
Locales
Where the guidance holds. Combines with any concern above.
Delivery
How a programme is run, rather than what the ERP does.
101 guides
Top-level pillar
General ledger, accounts payable, accounts receivable, asset management, and cash management.
Transaction Entry → General Ledger Posting → Trial Balance → Financial Reporting → Auditing
Sales force automation, customer support, marketing, and field service.
Contact to Lead → Lead to Opportunity → Opportunity to Quote → Quote to Order → Order to Cash
Reporting, analytics, data warehousing, and business intelligence.
Data Collection → Data Cleansing → Data Analysis → Data Reporting → Decision Making Support
Maintenance scheduling, asset lifecycle management, and energy management.
Asset Tracking → Preventive Maintenance Scheduling → Work Order Management → Asset Performance Monitoring → Replacement Planning
Project planning, resource planning, project costing, work breakdown structure, and billing.
Project Setup → Task Assignment → Progress Tracking → Resource Management → Budget Control → Project Reporting
Core employee records, payroll, time and attendance, talent, learning, benefits and compliance.
Hire → Employee Record → Pay and Entitlements → Time and Attendance → Performance and Development → Exit
PMO & Programme Governance
Accounts Payable
Inventory management, order processing, procurement, and logistics.
Supplier Management → Purchase Ordering → Goods Receiving → Inventory Control → Order Fulfilment → Logistics Management
Production planning, materials management, product lifecycle management, and quality control.
Product Design → Bill of Materials Setup → Production Planning → Manufacturing → Quality Control → Product Delivery
Supply Chain Management
Acquiring goods and services.
Vendor Evaluation → Bidding Process → Contract Awarding → Supplier Performance Review
Tracking stock levels and locations.
Stock Monitoring → Reorder Triggering → Receiving Stock → Inventory Auditing
Managing the order-to-cash cycle.
Order Receipt → Order Confirmation → Picking & Packing → Shipping
Coordinating transportation and distribution.
Route Planning → Transportation Execution → Delivery Tracking → Return Processing
Manufacturing
Scheduling manufacturing processes.
Sales Forecasting → Production Scheduling → Work Order Release → Production Monitoring
Overseeing materials use and procurement.
Requisition Creation → Purchase Order Management → Inventory Receipt → Inventory Replenishment
Managing product development from inception to discontinuation.
Concept Development → Design Engineering → Prototype Testing → Product Launch
Ensuring product quality standards.
Inspection Planning → Quality Inspection → Non-Conformance Handling → Quality Reporting
Financial Accounting
Invoice Receipt → 3-Way Match → Payment Approval → Payment Disbursement
Billing Creation → Payment Tracking → Collections Management → Revenue Recognition
Central repository for accounting data.
Transactions Entry → Posting → Trial Balance → Financial Reporting
Managing cash flow and liquidity.
Cash Forecasting → Daily Cash Update → Cash Positioning → Funds Transfer
Cash Management
Asset Acquisition → Depreciation Calculation → Asset Maintenance → Asset Disposal
Payments
Data & Analytics
Using data to inform strategic decisions.
Query Formulation → Data Visualization → Trend Identification → Decision Support
Applying statistical analysis to business data.
Data Collection → Model Building → Data Analysis → Insight Generation
Consolidating data from various sources.
Data Extraction → Data Transformation → Data Loading → Data Maintenance
Customer Relationship Management
Turning interest captured across channels into a scored, qualified lead.
Channel Capture → Consent and Contact Creation → Interaction Tracking → Lead Scoring → Lead Qualification
Qualifying a lead, handing it to sales, and converting it into a tracked opportunity.
Lead Review → Qualification Assessment → Sales Handover → Opportunity Creation → Pipeline Entry
Assessing whether an opportunity is ready to be priced, and issuing a quote.
Opportunity Assessment → Needs Confirmation → Solution Configuration → Pricing → Quote Issue
Negotiating the quote to agreement and converting it into an order.
Quote Presentation → Negotiation → Approval → Acceptance → Order Creation
Executing the order, invoicing it, and collecting the cash.
Order to Fulfil → Fulfil to Invoice → Invoice to Cash
Order to Cash
Order entry through to goods or services delivered.
Order Entry → Availability Check → Inventory Allocation → Picking and Packing → Shipping and Delivery
Turning a completed delivery into a billing document and recorded revenue.
Delivery Confirmation → Billing Document Creation → Invoice Generation → Revenue Recording
Getting the invoice to the customer and the money into the bank.
Invoice Transmission → Payment Tracking → Receipt Application → Collections → Receivables Clearing
Planning and executing marketing campaigns.
Campaign Creation → Audience Targeting → Interaction Capture → Lead Identification → Lead Scoring
Streamlining sales processes.
Lead Qualification → Opportunity Conversion → Quote Creation → Quote Negotiation → Order Creation
Managing customer service operations.
Inquiry Initiation → Ticket Generation → Assignment and Notification → Issue Resolution → Follow-up and Feedback
Managing field service operations.
Service Request Creation → Service Order Management → Dispatching → Service Execution → Billing and Payment
Enterprise Asset Management
Monitoring and managing energy consumption.
Human Capital Management
Administering employee benefits programs.
Enrollment Processing → Eligibility Verification → Benefits Administration → Reporting
Ensuring adherence to labor laws and regulations.
Policy Dissemination → Compliance Monitoring → Incident Reporting → Corrective Action
The system of record for people: the employee master, the position and reporting structure, and the effective-dated history every other process reads from.
Position Approval → Hire → Employee Record Created → Assignment and Reporting Line → Effective-Dated Changes → Termination
Core HR
Legal entities, business units, cost centres, positions and the reporting lines that hang off them.
Org Design → Position Creation → Funding and Grade → Reporting Line → Vacancy Release
The employee and manager front door to HR transactions, with approval routing behind it.
Request Raised → Validation → Approval → Record Updated → Notification
Turning an accepted offer into a provisioned, paid, productive employee.
Offer Acceptance → Pre-boarding → Day One → Provisioning → Probation Review
Ending employment cleanly: final pay, access revocation, asset return and records retention.
Notice → Final Pay Calculation → Access Revocation → Asset Return → Records Retention
Calculating, approving, paying and reporting employee pay, deductions and statutory obligations.
Input Cut-off → Calculation → Validation → Approval → Disbursement → Posting and Reporting
Payroll
The layer that removes the handling between time capture, pay calculation, payment and statutory reporting.
Employer retirement contributions calculated on ordinary time earnings and paid to employee-nominated funds.
Contribution Calculation → Fund Validation → Clearing House Submission → Reconciliation
Reporting salary, withholding and superannuation to the ATO each time employees are paid.
Pay Run Finalised → Pay Event Assembled → ATO Lodgement → Response Handling → EOFY Finalisation
A state tax on wages, with its own threshold, rate and grouping rules in each jurisdiction.
Liability Assessment → Registration → Monthly Return → Annual Reconciliation → Grouping Review
A state entitlement accruing with continuous service, and in some industries a portable scheme that follows the worker instead.
Service Recognition → Accrual → Portable Scheme Return → Taking or Cashing Out → Termination Payout
Benefits
Cover for work-related injury, run as a separate scheme with its own premium basis in every state and territory.
Policy and Registration → Wage Declaration → Premium Calculation → Claim Lodgement → Return to Work → Reconciliation
Capturing worked time and converting it into pay, cost and compliance outcomes.
Roster Published → Time Captured → Exceptions Cleared → Manager Approval → Interpretation → Payroll Input
Time and Attendance
Planning who works when, against demand, skills, availability and rule constraints.
Demand Forecast → Shift Build → Availability and Skills Match → Publish → Shift Swaps
Accruing, requesting, approving and paying absence.
Accrual → Request → Approval → Balance Update → Payroll Input
Applying award, agreement and policy rules to raw worked time to produce payable hours.
Raw Time → Rule Set Applied → Overtime and Penalties → Allowances → Payable Hours
Attracting, assessing and hiring people into approved positions.
Vacancy Approval → Sourcing → Screening → Interview → Offer → Acceptance
Setting expectations, reviewing delivery and acting on the outcome.
Goal Setting → Check-ins → Review → Calibration → Outcome and Development Plan
Assigning, delivering and evidencing training, including mandatory compliance training.
Needs Analysis → Curriculum Assignment → Delivery → Completion Evidence → Compliance Reporting
Headcount, turnover, cost and capability reporting drawn from the HR system of record.
Data Consolidation → Measure Definition → Reporting → Workforce Planning
Projects and Portfolio (PPM)
Structuring a project so it can be delivered, costed and reported against — scope, breakdown, schedule and gates.
Initiation → Work Breakdown → Scheduling → Baseline → Gate Approval → Progress Measurement
Matching the people and plant a portfolio needs against what it actually has, before commitments are made.
Demand Forecast → Capacity Assessment → Assignment → Utilisation Tracking → Reforecast
Bringing every cost that belongs to a project onto it — contractor, labour, materials and plant — and forecasting what it will finish at.
Budget Allocation → Commitment Capture → Actual Cost Capture → Accrual → Forecast to Complete → Capitalisation or Closure
Invoicing clients for project work.
Billable Work Identification → Invoice Generation → Payment Tracking → Revenue Recognition
Programme Governance
Integration
Security & Identity
Not a module anyone ships — a consideration on every programme, and the delivery work that earns the benefits after go-live.
Cutover & Go-Live
Atlas
Guides