What leaders see
The project looks like a software or configuration issue.
Vendors, modules, timelines, and budgets dominate the conversation while the business outcome, AI fit, and operating record remain unresolved.
Services
ERP Configuration & Development
ERP Module Configuration
Shape ERP around the operating model without making it impossible to change. Configuration should make the desired way of working easier to follow. We translate the Roadmap into roles, rules, approvals, records, and module behavior, then reserve custom development for the few differences the business has a reason to own.
01
The Business Problem
Configuration decisions are creating workarounds instead of better work.
ERP-connected data problems usually begin before AI or workflow delivery. The organization chooses software or modules before it has settled workflow fit, data ownership, integration boundaries, and launch decision rights.
What is actually happening
The operating record is not agreed on.
Processes, master data, exceptions, reports, and handoffs do not yet agree on what the ERP must own and what it should not.
What gets worse
Workarounds become permanent architecture.
Customizations pile up, launch risk rises, reporting trust drops, and the ERP becomes harder to connect to AI after launch.
02
What Changes
What ERP Module Configuration includes.
Configuration should make the desired way of working easier to follow. We translate the Roadmap into roles, rules, approvals, records, and module behavior, then reserve custom development for the few differences the business has a reason to own.
01
Production Module Setup
Configure production planning in ERP — work orders, BOMs, routing, MRP, inventory consumption, and completion records. Aligned to your operating model: make-to-stock, make-to-order, engineer-to-order, or mixed-mode.
02
Inventory & Warehouse Configuration
Multi-location inventory management, lot tracking, serial tracking, bin management, and cycle counting. Configured for your warehouse layout and material flow, not generic defaults.
03
Financial Module Configuration
General ledger, accounts receivable, accounts payable, and cost accounting configured for your chart of accounts, cost centers, and reporting requirements. Multi-entity and multi-currency where needed.
04
Purchasing & Procurement
Purchase orders, vendor management, blanket orders, drop-ship workflows, and approval routing. Configured to match your procurement policies and supplier agreements.
05
Sales & Order Management
Sales orders, quoting, contract pricing, credit management, and order-to-cash workflows. Configured to handle your channel complexity — direct, dealer, distributor, and OEM.
06
Configuration Documentation
Every configuration decision is documented with the business rationale. Your team inherits a configuration guide, not a mystery. Future changes and upgrades start from a known state.
03
How It Fits Your Operations
How ERP Module Configuration fits your operation.
ERP-connected operating recordWhich records AI can trust, which workflows should change, and which ERP connections truly need custom work.
Governance dependencyThe operating record has to fit the real workflow before integrations, reports, workflow automation, or AI get built on top.
Records that must line up
customers
products
BOMs
inventory
vendors and financial records
What Launchpad defines before engineering begins
- What the business needs to change and why.
- Which systems, records, risks, and readiness gaps shape the work.
- What should be built, how it fits the architecture, and in what order.
Related Foundations
What to evaluate next.
Follow the dependencies behind this service instead of treating it as an isolated project.
01
ERP integration architecture
Connect ERP records and workflows to the applications, portals, reporting, and automation that depend on them.
Explore next step02
Cloud architecture and operations
Plan hosting, continuity, security, recovery, and operating ownership around the ERP workload.
Explore next step03
Data engineering and analytics
Turn ERP and adjacent system records into governed reporting, integration, and AI-ready data.
Explore next step04
Launchpad readiness and Roadmap
Assess readiness, dependencies, risk, architecture, and implementation order before engineering begins.
Explore next stepLaunchpad Before Engineering
Decide what to build and in what order.
Launchpad assesses the business and turns discovery into priorities, risks, readiness, architecture, and an implementation Roadmap. Metrotechs then engineers and supports the approved solution.
Metrotechs designs, builds, integrates, and supports the approved solution.
Launchpad keeps priorities, risks, owners, decisions, and delivery governance connected.
04
Delivery sequence
How Metrotechs delivers ERP Module Configuration.
Configuration should make the desired way of working easier to follow. We translate the Roadmap into roles, rules, approvals, records, and module behavior, then reserve custom.
01
Operational Modeling
Map your operational, financial, and commercial processes to the ERP's module capabilities. Identify where native configuration fits and where gaps exist.
02
Configuration Design
Design the module configuration based on operational requirements — not vendor defaults. Document every decision with the business reason and the stakeholder who approved it.
03
Iterative Build
Configure modules in sprints with stakeholder review at each milestone. Business users validate configuration against real scenarios before proceeding.
04
User Acceptance Testing
End-to-end testing of configured modules using real transaction data and actual user workflows. Issues are fixed in configuration, not worked around with manual processes.
05
Training & Handoff
Role-based training on the configured system with reference documentation. Your team understands not just how to use it, but why it's configured the way it is.
05
FAQ
Questions that usually decide the scope.
Straight answers to what operators ask before committing budget to this work.
By doing thorough operational modeling before configuration starts. Most custom development requests come from trying to replicate old workflows instead of adapting to your ERP's native approach. We challenge every custom request against your ERP's capabilities first.