ERP business requirements catalog
A pre-populated Excel catalog of common ERP requirements across the core functions, so a selection starts from a structured list to refine rather than a blank sheet to fill.
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ERP business requirements catalog.xlsx
Who it is for
IT and business analysts, process owners, and procurement teams writing requirements before an RFP.
What you get
- Several hundred common requirements across finance, procurement, inventory, order management, and manufacturing.
- Each requirement typed as business, functional, or non-functional, following a standard requirements structure.
- A priority column (must, should, could) and a fit column to score against each shortlisted vendor.
- A summary that counts requirements by area and by priority, so the weight of the RFP is visible.
- Room to add your own rows; the catalog is a starting point, not a cage.
What is in the workbook
| Sheet | What it does |
|---|---|
| How to use | The requirement types and the priority scale, explained in a paragraph. |
| Finance | General ledger, AP, AR, fixed assets, close, and statutory reporting. |
| Procurement | Requisition to purchase order, supplier management, and approvals. |
| Inventory & order | Stock, warehouse, order to cash, and fulfilment. |
| Manufacturing | Planning, work orders, shop floor, and quality. |
| Non-functional | Security, performance, integration, and reporting requirements. |
A worked example
A five-plant manufacturer deletes the rows that do not apply, marks forty requirements as must-have, and hands the vendor a scored catalog instead of a wish list.
Written fresh for this site and vendor-neutral. The figures in the workbook are planning defaults to replace with your own; the formulas do the arithmetic.
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