MES & ERP integration practical checklist

{"Title":"MES & ERP integration practical checklist","IntroductionHtml":"

Use this checklist as your MES–ERP integration playbook. For each section: assign an owner, mark readiness, capture notes and evidence links, and track pilot readiness. This is a living record you can save and revisit during pilots and rollouts. The checklist covers shared master data, event contracts, error handling and reconciliation, time synchronization, governance, and rollout planning.

Tip: paste or link sample data contracts, canonical master-data sources, and mapping spreadsheets in the Notes/Links fields so pilots can access them easily.

","SubmitLabel":"Save checklist","SuccessMessage":"Checklist saved. You can update this record as work progresses.","DataType":"mes-erp-integration.checklist","SchemaVersion":"1.0","Fields":[{"Key":"master_data_complete","Label":"Shared master data reconciliations completed?","FieldType":"yesno","HelpText":"Have you defined reconciliations for BOM, routing, part IDs and chosen the canonical master data source?"},{"Key":"master_data_owner","Label":"Owner for master data governance","FieldType":"text","HelpText":"Person or role responsible for maintaining canonical master data and mappings."},{"Key":"master_data_readiness","Label":"Master data readiness","FieldType":"select","Options":[{"Value":"not_started","Label":"Not started"},{"Value":"in_progress","Label":"In progress"},{"Value":"ready_for_pilot","Label":"Ready for pilot"},{"Value":"deployed","Label":"Deployed"}]},{"Key":"master_data_notes","Label":"Notes / links (master data)","FieldType":"textarea","HelpText":"Record mappings, sample IDs, links to data contracts, or mapping spreadsheets."},{"Key":"event_contracts_complete","Label":"Event contract list defined?","FieldType":"yesno","HelpText":"Start, stop, scrap, genealogy, and other messages should be specified with payloads and schemas."},{"Key":"event_contracts_owner","Label":"Owner for event contracts","FieldType":"text","HelpText":"Person or role accountable for event schema and versioning."},{"Key":"event_contracts_readiness","Label":"Event contracts readiness","FieldType":"select","Options":[{"Value":"not_started","Label":"Not started"},{"Value":"in_progress","Label":"In progress"},{"Value":"ready_for_pilot","Label":"Ready for pilot"},{"Value":"deployed","Label":"Deployed"}]},{"Key":"event_contracts_notes","Label":"Notes / links (events)","FieldType":"textarea","HelpText":"Include sample payloads, schema versions, topic/queue names, and mappings to ERP fields."},{"Key":"error_handling_complete","Label":"Error handling rules and reconciliation cadence defined?","FieldType":"yesno","HelpText":"Define retry policies, dead-letter handling, reconciliation frequency, and owners for exceptions."},{"Key":"error_handling_owner","Label":"Owner for error handling & reconciliation","FieldType":"text"},{"Key":"error_handling_readiness","Label":"Error handling readiness","FieldType":"select","Options":[{"Value":"not_started","Label":"Not started"},{"Value":"in_progress","Label":"In progress"},{"Value":"ready_for_pilot","Label":"Ready for pilot"},{"Value":"deployed","Label":"Deployed"}]},{"Key":"error_handling_notes","Label":"Notes / links (error handling)","FieldType":"textarea","HelpText":"Record reconciliation cadence, manual interventions, and tooling used for automatic fixes."},{"Key":"time_sync_complete","Label":"Time synchronization and timezone rules established?","FieldType":"yesno","HelpText":"Confirm NTP sources, timestamp format, timezone handling, and event ordering rules to avoid out-of-order events."},{"Key":"time_sync_owner","Label":"Owner for time synchronization","FieldType":"text"},{"Key":"time_sync_readiness","Label":"Time sync readiness","FieldType":"select","Options":[{"Value":"not_started","Label":"Not started"},{"Value":"in_progress","Label":"In progress"},{"Value":"ready_for_pilot","Label":"Ready for pilot"},{"Value":"deployed","Label":"Deployed"}]},{"Key":"time_sync_notes","Label":"Notes / links (time sync)","FieldType":"textarea"},{"Key":"governance_complete","Label":"Governance: owner per contract and change-control process defined?","FieldType":"yesno","HelpText":"Ensure each contract has an owner, versioning approach, and a documented change-control workflow."},{"Key":"governance_owner","Label":"Overall integration governance owner","FieldType":"text"},{"Key":"governance_readiness","Label":"Governance readiness","FieldType":"select","Options":[{"Value":"not_started","Label":"Not started"},{"Value":"in_progress","Label":"In progress"},{"Value":"ready_for_pilot","Label":"Ready for pilot"},{"Value":"deployed","Label":"Deployed"}]},{"Key":"governance_notes","Label":"Notes / links (governance)","FieldType":"textarea","HelpText":"Include change-control steps, approval gates, and roll-back plans."},{"Key":"rollout_approach","Label":"Preferred rollout approach","FieldType":"radio","Options":[{"Value":"phased_by_site","Label":"Phased by site/line"},{"Value":"parallel_pilot","Label":"Pilot then parallel roll"},{"Value":"big_bang","Label":"Big bang cutover"}],"HelpText":"Choose the approach that minimizes operational risk for your organization."},{"Key":"pilot_scope","Label":"Pilot scope (plants, lines, SKUs)","FieldType":"text","HelpText":"Describe where the first pilot will run."},{"Key":"pilot_success_criteria","Label":"Pilot success criteria","FieldType":"textarea","HelpText":"Define measurable criteria (e.g., reconciliation <1% manual fixes, traceability end-to-end,

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