- Source
- reviewed-functional-microerps
- Source version
- reviewed-functional-microerps-2026-11-03
- Readiness
- Reviewed scope definition. Application implementation, migration and live availability are not verified by this catalogue import.
- Operating model
- A repair and maintenance contractor servicing customer equipment at customer sites, with diagnosis, approved repairs, parts, testing and ongoing maintenance agreements.
- Feature modules
- 62
- Primary workflow
- Compose canonical functional MicroERPs; preserve each module operating trigger.
- Dependencies
- Shared Platform and applicable functional MicroERPs
- Enablement
- Apply each source operating trigger and user permissions; list membership is not automatic enablement.
- Direct functional MicroERPs
- 9
- Conditional common-pool MicroERPs
- 24
- Source assignments
- [{"key": "service-request-triage", "owner": "service-operations", "assignmentId": "ERP-54-M001", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "helpdesk-and-support"}, {"key": "site-survey-and-scope", "owner": "service-operations", "assignmentId": "ERP-54-M002", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "service-catalogue-and-rates", "owner": "service-operations", "assignmentId": "ERP-54-M003", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "job-estimate-and-approval", "owner": "service-operations", "assignmentId": "ERP-54-M004", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "service-contract-entitlements", "owner": "service-operations", "assignmentId": "ERP-54-M005", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "recurring-service-planning", "owner": "service-operations", "assignmentId": "ERP-54-M006", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "service-renewals", "owner": "service-operations", "assignmentId": "ERP-54-M007", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "visit-capacity-scheduling", "owner": "service-operations", "assignmentId": "ERP-54-M008", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "skill-and-crew-allocation", "owner": "service-operations", "assignmentId": "ERP-54-M009", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "route-and-dispatch", "owner": "service-operations", "assignmentId": "ERP-54-M010", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "work-order-execution", "owner": "service-operations", "assignmentId": "ERP-54-M011", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "offline-fieldwork", "owner": "service-operations", "assignmentId": "ERP-54-M012", "necessity": "Conditional", "appliesWhen": "When crews work at sites with unreliable connectivity.", "functionalProduct": "field-service-management"}, {"key": "proof-of-service", "owner": "service-operations", "assignmentId": "ERP-54-M013", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "customer-service-portal", "owner": "service-operations", "assignmentId": "ERP-54-M014", "necessity": "Conditional", "appliesWhen": "When customers need self-service access to ongoing service contracts.", "functionalProduct": "field-service-management"}, {"key": "job-change-control", "owner": "service-operations", "assignmentId": "ERP-54-M015", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "visit-reschedule-no-access", "owner": "service-operations", "assignmentId": "ERP-54-M016", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "emergency-service-dispatch", "owner": "service-operations", "assignmentId": "ERP-54-M017", "necessity": "Conditional", "appliesWhen": "When the business sells emergency or after-hours response.", "functionalProduct": "field-service-management"}, {"key": "service-quality-inspection", "owner": "service-operations", "assignmentId": "ERP-54-M018", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "rework-and-callbacks", "owner": "service-operations", "assignmentId": "ERP-54-M019", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "warranty-entitlements", "owner": "service-operations", "assignmentId": "ERP-54-M020", "necessity": "Conditional", "appliesWhen": "When serviced products or completed work carry a warranty.", "functionalProduct": "helpdesk-and-support"}, {"key": "service-closeout-handover", "owner": "service-operations", "assignmentId": "ERP-54-M021", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "service-credits-and-refunds", "owner": "service-operations", "assignmentId": "ERP-54-M022", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "helpdesk-and-support"}, {"key": "service-parts-consumption", "owner": "service-operations", "assignmentId": "ERP-54-M023", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "van-stock-replenishment", "owner": "inventory", "assignmentId": "ERP-54-M024", "necessity": "Conditional", "appliesWhen": "When technicians carry company stock in vehicles.", "functionalProduct": "stock-control-and-fulfilment"}, {"key": "service-tool-custody", "owner": "service-operations", "assignmentId": "ERP-54-M025", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "equipment-maintenance", "owner": "assets-and-facilities", "assignmentId": "ERP-54-M026", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "maintenance-management"}, {"key": "subcontractor-job-control", "owner": "service-operations", "assignmentId": "ERP-54-M027", "necessity": "Conditional", "appliesWhen": "When any customer service is delivered by subcontractors.", "functionalProduct": "field-service-management"}, {"key": "service-sla-escalation", "owner": "service-operations", "assignmentId": "ERP-54-M028", "necessity": "Conditional", "appliesWhen": "When customer agreements include response or resolution commitments.", "functionalProduct": "helpdesk-and-support"}, {"key": "contract-job-margin", "owner": "service-operations", "assignmentId": "ERP-54-M029", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "multi-site-service-accounts", "owner": "service-operations", "assignmentId": "ERP-54-M030", "necessity": "Conditional", "appliesWhen": "When one customer contract covers multiple locations.", "functionalProduct": "field-service-management"}, {"key": "visit-progress-notifications", "owner": "service-operations", "assignmentId": "ERP-54-M031", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "field-service-management"}, {"key": "route-optimization", "owner": "service-operations", "assignmentId": "ERP-54-M032", "necessity": "Advanced", "appliesWhen": "When route volume and travel cost justify optimization.", "functionalProduct": "field-service-management"}, {"key": "predictive-asset-maintenance", "owner": "assets-and-facilities", "assignmentId": "ERP-54-M033", "necessity": "Advanced", "appliesWhen": "When connected asset data and maintenance history are sufficient.", "functionalProduct": "maintenance-management"}, {"key": "repair-asset-intake", "owner": "service-operations", "assignmentId": "ERP-54-M034", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-diagnosis", "owner": "service-operations", "assignmentId": "ERP-54-M035", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-technical-instructions", "owner": "service-operations", "assignmentId": "ERP-54-M036", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-parts-compatibility", "owner": "service-operations", "assignmentId": "ERP-54-M037", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-bench-queue", "owner": "service-operations", "assignmentId": "ERP-54-M038", "necessity": "Conditional", "appliesWhen": "When repairs are performed in a workshop or depot.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-component-trace", "owner": "service-operations", "assignmentId": "ERP-54-M039", "necessity": "Conditional", "appliesWhen": "When repairs involve serialized components or assemblies.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-test-release", "owner": "service-operations", "assignmentId": "ERP-54-M040", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-loaner-exchange", "owner": "service-operations", "assignmentId": "ERP-54-M041", "necessity": "Conditional", "appliesWhen": "When loaner or advance-replacement equipment is offered.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-pickup-delivery", "owner": "service-operations", "assignmentId": "ERP-54-M042", "necessity": "Conditional", "appliesWhen": "When the repairer collects or delivers customer assets.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-oem-rma", "owner": "service-operations", "assignmentId": "ERP-54-M043", "necessity": "Conditional", "appliesWhen": "When repairs or warranty decisions are escalated to OEMs or specialist partners.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-warranty-recovery", "owner": "service-operations", "assignmentId": "ERP-54-M044", "necessity": "Conditional", "appliesWhen": "When the repairer performs reimbursable manufacturer or insurer warranty work.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-refurbishment", "owner": "service-operations", "assignmentId": "ERP-54-M045", "necessity": "Conditional", "appliesWhen": "When the business refurbishes or remanufactures equipment.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-calibration-certificates", "owner": "service-operations", "assignmentId": "ERP-54-M046", "necessity": "Conditional", "appliesWhen": "When appropriately qualified calibration services are sold.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-bulletin-recalls", "owner": "service-operations", "assignmentId": "ERP-54-M047", "necessity": "Conditional", "appliesWhen": "When supported equipment is subject to relevant technical bulletins or service campaigns.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-beyond-economic", "owner": "service-operations", "assignmentId": "ERP-54-M048", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-knowledge-feedback", "owner": "service-operations", "assignmentId": "ERP-54-M049", "necessity": "Core", "appliesWhen": "For the stated reference operating model.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-connected-diagnostics", "owner": "service-operations", "assignmentId": "ERP-54-M050", "necessity": "Conditional", "appliesWhen": "When serviced assets expose authorized remote diagnostic data.", "functionalProduct": "workshop-and-repair-management"}, {"key": "repair-first-time-fix", "owner": "service-operations", "assignmentId": "ERP-54-M051", "necessity": "Advanced", "appliesWhen": "When sufficient asset and repair history supports comparative analysis.", "functionalProduct": "workshop-and-repair-management"}, {"key": "operating-item-catalogue", "owner": "inventory", "assignmentId": "ERP-54-M052", "necessity": "Core", "appliesWhen": "For owned operating materials, parts or consumables in the stated reference model, including unused stock held between jobs or services.", "functionalProduct": "product-information"}, {"key": "units-pack-conversion", "owner": "inventory", "assignmentId": "ERP-54-M053", "necessity": "Core", "appliesWhen": "For owned operating materials, parts or consumables in the stated reference model, including unused stock held between jobs or services.", "functionalProduct": "product-information"}, {"key": "goods-receiving", "owner": "inventory", "assignmentId": "ERP-54-M054", "necessity": "Core", "appliesWhen": "For owned operating materials, parts or consumables in the stated reference model, including unused stock held between jobs or services.", "functionalProduct": "stock-control-and-fulfilment"}, {"key": "stock-availability", "owner": "inventory", "assignmentId": "ERP-54-M055", "necessity": "Core", "appliesWhen": "For owned operating materials, parts or consumables in the stated reference model, including unused stock held between jobs or services.", "functionalProduct": "stock-control-and-fulfilment"}, {"key": "cycle-counting", "owner": "inventory", "assignmentId": "ERP-54-M056", "necessity": "Core", "appliesWhen": "For owned operating materials, parts or consumables in the stated reference model, including unused stock held between jobs or services.", "functionalProduct": "inventory-counting"}, {"key": "stock-adjustments", "owner": "inventory", "assignmentId": "ERP-54-M057", "necessity": "Core", "appliesWhen": "For owned operating materials, parts or consumables in the stated reference model, including unused stock held between jobs or services.", "functionalProduct": "stock-control-and-fulfilment"}, {"key": "supplier-returns", "owner": "procurement-and-suppliers", "assignmentId": "ERP-54-M058", "necessity": "Core", "appliesWhen": "For owned operating materials, parts or consumables in the stated reference model, including unused stock held between jobs or services.", "functionalProduct": "supplier-recovery"}, {"key": "stock-transfers", "owner": "inventory", "assignmentId": "ERP-54-M059", "necessity": "Conditional", "appliesWhen": "When owned stock moves between separately tracked stores, service areas, sites, crew locations or vehicles.", "functionalProduct": "stock-control-and-fulfilment"}, {"key": "putaway-bin-control", "owner": "inventory", "assignmentId": "ERP-54-M060", "necessity": "Conditional", "appliesWhen": "When operating stock is managed in identified bins, shelves or storage positions that require directed putaway and location checks.", "functionalProduct": "stock-control-and-fulfilment"}, {"key": "lot-traceability", "owner": "inventory", "assignmentId": "ERP-54-M061", "necessity": "Conditional", "appliesWhen": "When spare parts or repair consumables require batch-level traceability; individually identified components continue to use the existing repair component trace workflow.", "functionalProduct": "inventory-quality-and-traceability"}, {"key": "expiry-fefo", "owner": "inventory", "assignmentId": "ERP-54-M062", "necessity": "Conditional", "appliesWhen": "When owned inputs, parts or consumables have a shelf-life, expiry or use-by restriction; release only usable lots under the approved handling instructions.", "functionalProduct": "stock-control-and-fulfilment"}]