MES–ERP Integration Checklist & Minimal Data Contract

{ "Title": "MES–ERP Integration Checklist & Minimal Data Contract", "IntroductionHtml": "

This interactive checklist helps teams define and capture the minimal data contract and readiness checks required to align MES and ERP for production orders, genealogy, inventory movements, and reconciliation. Use this during scoping, pilot planning, and handoff to integration teams. When complete, export or save the responses as your minimal contract for development and testing.

Tips: Be specific about field names, timestamps, unique transaction IDs, master-data ownership, and reconciliation cadence. Where possible prefer stable unique identifiers (IDs) over text descriptions, use UTC timestamps, and document error/retry behavior.

", "SubmitLabel": "Save checklist", "SuccessMessage": "Checklist saved. Use the completed responses as your minimal data contract for pilots and engineering handoffs.", "DataType": "mes_erp_integration_checklist", "SchemaVersion": 1, "Fields": [ { "Key": "owner_name", "FieldType": "text", "Label": "Integration owner / primary contact", "HelpText": "Who is the single point of contact responsible for this integration? Include name, role, and contact details.", "Required": true }, { "Key": "integration_readiness", "FieldType": "scale", "Label": "Integration readiness (1 = idea, 5 = ready for production)", "HelpText": "Rate current readiness for integration efforts.", "Required": true, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "primary_use_cases", "FieldType": "checkbox", "Label": "Primary integration use cases", "HelpText": "Select the main functions that must be synchronized between MES and ERP for this project.", "Options": [ { "Value": "production_orders", "Label": "Production orders / status" }, { "Value": "inventory_movements", "Label": "Inventory movements / locations" }, { "Value": "genealogy", "Label": "Part / batch genealogy" }, { "Value": "scheduling", "Label": "Scheduling / capacity" }, { "Value": "master_data", "Label": "Master data sync (parts, BOMs)" }, { "Value": "other", "Label": "Other" } ], "Required": true }, { "Key": "transport_mechanism", "FieldType": "select", "Label": "Preferred transport / integration mechanism", "HelpText": "How will events or records move between systems? Choose the primary method for the pilot.", "Options": [ { "Value": "rest_api", "Label": "REST API / HTTP" }, { "Value": "webhook", "Label": "Webhook / push events" }, { "Value": "message_queue", "Label": "Message queue / pub-sub (e.g., Kafka, MQ)" }, { "Value": "file_etl", "Label": "File transfer / ETL (CSV, XML)" }, { "Value": "db_sync", "Label": "Database sync / replication" }, { "Value": "other", "Label": "Other" } ], "Required": true }, { "Key": "order_events_required", "FieldType": "yesno", "Label": "Are production order events required?", "HelpText": "Events such as create, release, start, complete, cancel for production orders.", "Required": true }, { "Key": "order_event_fields", "FieldType": "checkbox", "Label": "Common order event fields to include (verify exact field names)", "HelpText": "Select fields that must be present in each order event. Record exact field names in 'order_event_field_names'.", "Options": [ { "Value": "order_id", "Label": "order_id" }, { "Value": "part_number", "Label": "part_number / part_id" }, { "Value": "quantity", "Label": "quantity" }, { "Value": "uom", "Label": "unit_of_measure" }, { "Value": "routing", "Label": "routing / operation" }, { "Value": "operation_id", "Label": "operation_id" }, { "Value": "status", "Label": "status (released, started, completed)" }, { "Value": "transaction_id", "Label": "transaction_id / sequence_id" }, { "Value": "timestamp", "Label": "timestamp (ISO 8601 / UTC recommended)" } ], "Required": false }, { "Key": "order_event_field_names", "FieldType": "textarea", "Label": "Exact field names used in the contract for order events", "HelpText": "List the exact field names as they will appear in the data contract (e.g., 'orderId', 'partId', 'qty'). Separate names with commas or new lines.", "Required": false }, { "Key": "genealogy_required", "FieldType": "yesno", "Label": "Is part/batch genealogy required?", "HelpText": "Traceability requirements: parent/child relationships, lot_numbers, process steps.", "Required": true }, { "Key": "genealogy_fields", "FieldType": "checkbox", "Label": "Genealogy fields to include", "HelpText": "Select genealogy-related fields that must be present.", "Options": [ { "Value": "lot_id", "Label": "lot_id / batch_id" }, { "Value": "parent_lot_id", "Label": "parent_lot_id" }, { "Value": "child_lot_id", "Label": "child_lot_id" }, { "Value": "quantity", "Label": "quantity" }, { "Value": "process_step", "Label": "process_step" }, { "Value": "operation_timestamp", "Label": "operation_timestamp" } ], "Required": false }, { "Key": "inventory_movement_required", "FieldType": "yesno", "Label": "Are inventory movement events required?", "HelpText": "Inward/outward/transfer events that update stock levels and locations.", "Required": true }, { "Key": "inventory_fields", "FieldType": "checkbox", "Label": "Inventory event fields to include", "HelpText": "Select inventory fields that must be included in movement events.", "Options": [ { "Value": "movement_id", "Label": "movement_id / transaction_id" }, { "Value": "part_id", "Label": "part_id" }, { "Value": "lot_id", "Label": "lot_id (if applicable)" }, { "Value": "quantity", "Label": "quantity" }, { "Value": "uom", "Label": "unit_of_measure" }, { "Value": "from_location", "Label": "from_location" }, { "Value": "to_location", "Label": "to_location" }, { "Value": "movement_type", "Label": "movement_type (receipt, consumption, transfer)" }, { "Value": "timestamp", "Label": "timestamp (ISO 8601 / UTC recommended)" } ], "Required": false }, { "Key": "timestamps_in_utc", "FieldType": "yesno", "Label": "Are timestamps standardized to UTC / ISO 8601?", "HelpText": "Standardized timestamps reduce mismatches across timezones and daylight savings.", "Required": true }, { "Key": "unique_transaction_id", "FieldType": "yesno", "Label": "Does each event include a stable unique transaction or sequence ID?", "HelpText": "A transaction_id or sequence number helps reconcile and deduplicate events.", "Required": true }, { "Key": "identifier_master_source", "FieldType": "radio", "Label": "Master source for identifiers (who 'owns' part and lot IDs)", "HelpText": "Indicate which system is the authoritative source for key identifiers.", "Options": [ { "Value": "erp", "Label": "ERP" }, { "Value": "mes", "Label": "MES" }, { "Value": "mdm", "Label": "MDM / PLM" }, { "Value": "other", "Label": "Other / hybrid" } ], "Required": true }, { "Key": "master_data_mismatch_strategy", "FieldType": "textarea", "Label": "Strategy for master-data mismatches (e.g., unknown part IDs)", "HelpText": "Describe how mismatches will be handled: reject, auto-create, quarantine, manual review.", "Required": false }, { "Key": "reconciliation_cadence", "FieldType": "select", "Label": "Recommended reconciliation cadence", "HelpText": "How often should automated reconciliation run between MES and ERP for this integration?", "Options": [ { "Value": "real_time", "Label": "Real-time / streaming" }, { "Value": "near_real_time", "Label": "Near real-time (seconds/minutes)" }, { "Value": "hourly", "Label": "Hourly" }, { "Value": "daily", "Label": "Daily" }, { "Value": "weekly", "Label": "Weekly" } ], "Required": true }, { "Key": "reconciliation_key_fields", "FieldType": "text", "Label": "Key fields used for reconciliation", "HelpText": "List the combination of fields used to match events across systems (e.g., order_id + operation + timestamp + transaction_id).", "Required": true }, { "Key": "error_handling_strategy", "FieldType": "textarea", "Label": "Error-handling and retry strategy", "HelpText": "Describe expected behavior for transient failures, malformed payloads, and permanent errors. Include retry counts/timeouts and monitoring/alerts.", "Required": true }, { "Key": "retry_policy_retries", "FieldType": "number", "Label": "Default retry attempts for transient errors", "HelpText": "Number of automatic retries before handing off to dead-letter or manual process. Enter 0 if retries are handled externally.", "Required": false }, { "Key": "dead_letter_procedure", "FieldType": "textarea", "Label": "Dead-letter / manual remediation procedure", "HelpText": "Where do failed events land and who resolves them? Include runbook reference or queue/topic name.", "Required": false }, { "Key": "security_requirements", "FieldType": "checkbox", "Label": "Security & compliance requirements", "HelpText": "Select security controls required for the integration.", "Options": [ { "Value": "encryption_in_transit", "Label": "Encryption in transit (TLS)" }, { "Value": "encryption_at_rest", "Label": "Encryption at rest" }, { "Value": "oauth2", "Label": "OAuth2 / token-based auth" }, { "Value": "mtls", "Label": "mTLS" }, { "Value": "network_restrictions", "Label": "Network/VPN restrictions" }, { "Value": "field_masking", "Label": "Sensitive field masking" }, { "Value": "audit_logging", "Label": "Audit logging / traceability" } ], "Required": false }, { "Key": "pilot_scope", "FieldType": "textarea", "Label": "Pilot scope and success criteria", "HelpText": "Describe which lines, parts, or operations are included in the pilot and clear acceptance criteria for go/no-go.", "Required": true }, { "Key": "pilot_start_date", "FieldType": "text", "Label": "Planned pilot start date", "HelpText": "Enter a target date (YYYY-MM-DD).", "Required": false }, { "Key": "acceptance_criteria", "FieldType": "textarea", "Label": "Acceptance criteria for pilot", "HelpText": "List measurable criteria (e.g., 99% event reconciliation within 1 hour, zero data-loss for 2 weeks).", "Required": true }, { "Key": "minimal_data_contract_example", "FieldType": "textarea", "Label": "Minimal data contract example (copy/paste to use in engineering handoff)", "HelpText": "Example JSON event schema (trim to required fields).\n\n{\n \"eventType\": \"order_event\",\n \"transactionId\": \"string\",\n \"timestamp\": \"2023-06-01T12:00:00Z\",\n \"orderId\": \"string\",\n \"partId\": \"string\",\n \"quantity\": 100,\n \"uom\": \"EA\",\n \"operationId\": \"OP123\",\n \"status\": \"started\",\n \"sourceSystem\": \"MES\"\n}\n\nAdapt field names exactly as agreed above.", "Required": false }, { "Key": "notes", "FieldType": "textarea", "Label": "Additional notes, links to runbooks, API docs, example payloads, or tickets", "HelpText": "Paste URLs or references to documentation and integration tasks.", "Required": false } ] }