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ERP ATLASAPPNEURALOperationsP2Reference
Solar & Installation Teams ERP
Solar contractor designing through qualified reviewers and delivering PV installations, with purchased components and accountable commissioning handover. Recurring O&M and energy-service sales are optional.
Micro-ERP configurations9
Conditional common pool configurations23
LifecycleReference
ERP composition
Micro-ERPs in this ERP 32
Explore every Micro-ERP linked to Solar & Installation Teams ERP. Open a record to see its applications and extensions.
Micro-ERP
Field Service Management MicroERP
Accepted mobile job and reconciled service obligation
Micro-ERPHelpdesk & Support MicroERP
Resolved case or controlled warranty/remedy outcome
Micro-ERPInventory Quality & Traceability MicroERP
Traceable quality/handling disposition and affected-stock evidence
Micro-ERPMaintenance Management MicroERP
Serviced equipment with accountable readiness and future maintenance plan
Micro-ERPPurchasing MicroERP
Fulfilled purchase commitment and controlled receipt/acceptance handover
Micro-ERPSolar Installation Management MicroERP
Commissioned accepted installation and technical handover
About this erp
Purpose and scope
Solar contractor designing through qualified reviewers and delivering PV installations, with purchased components and accountable commissioning handover. Recurring O&M and energy-service sales are optional.
- 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
- Solar contractor designing through qualified reviewers and delivering PV installations, with purchased components and accountable commissioning handover. Recurring O&M and energy-service sales are optional.
- Feature modules
- 69
- 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
- 23
- Source assignments
- [{"key": "solar-lead-qualification", "owner": "service-operations", "assignmentId": "ERP-62-M001", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-load-profile", "owner": "service-operations", "assignmentId": "ERP-62-M002", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-site-survey", "owner": "service-operations", "assignmentId": "ERP-62-M003", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-shading-model", "owner": "service-operations", "assignmentId": "ERP-62-M004", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-system-sizing", "owner": "service-operations", "assignmentId": "ERP-62-M005", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-layout-design", "owner": "service-operations", "assignmentId": "ERP-62-M006", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-electrical-design", "owner": "service-operations", "assignmentId": "ERP-62-M007", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-yield-estimate", "owner": "service-operations", "assignmentId": "ERP-62-M008", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-bom-control", "owner": "service-operations", "assignmentId": "ERP-62-M009", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-design-review", "owner": "service-operations", "assignmentId": "ERP-62-M010", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-proposal-control", "owner": "service-operations", "assignmentId": "ERP-62-M011", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-contract-baseline", "owner": "service-operations", "assignmentId": "ERP-62-M012", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-material-kitting", "owner": "service-operations", "assignmentId": "ERP-62-M013", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-component-compatibility", "owner": "service-operations", "assignmentId": "ERP-62-M014", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-project-schedule", "owner": "service-operations", "assignmentId": "ERP-62-M015", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-site-readiness", "owner": "service-operations", "assignmentId": "ERP-62-M016", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-installation-workpacks", "owner": "service-operations", "assignmentId": "ERP-62-M017", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-work-release", "owner": "service-operations", "assignmentId": "ERP-62-M018", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-progress-measurement", "owner": "service-operations", "assignmentId": "ERP-62-M019", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-quality-holdpoints", "owner": "service-operations", "assignmentId": "ERP-62-M020", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-test-records", "owner": "service-operations", "assignmentId": "ERP-62-M021", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-commissioning", "owner": "service-operations", "assignmentId": "ERP-62-M022", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-punch-list", "owner": "service-operations", "assignmentId": "ERP-62-M023", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-as-built", "owner": "service-operations", "assignmentId": "ERP-62-M024", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-owner-training", "owner": "service-operations", "assignmentId": "ERP-62-M025", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-acceptance-charges", "owner": "service-operations", "assignmentId": "ERP-62-M026", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "solar-performance-baseline", "owner": "service-operations", "assignmentId": "ERP-62-M027", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-operations-and-maintenance"}, {"key": "solar-service-handover", "owner": "service-operations", "assignmentId": "ERP-62-M028", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "solar-installation-management"}, {"key": "skill-and-crew-allocation", "owner": "service-operations", "assignmentId": "ERP-62-M029", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "field-service-management"}, {"key": "job-change-control", "owner": "service-operations", "assignmentId": "ERP-62-M030", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "field-service-management"}, {"key": "visit-reschedule-no-access", "owner": "service-operations", "assignmentId": "ERP-62-M031", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "field-service-management"}, {"key": "service-parts-consumption", "owner": "service-operations", "assignmentId": "ERP-62-M032", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "field-service-management"}, {"key": "service-tool-custody", "owner": "service-operations", "assignmentId": "ERP-62-M033", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "field-service-management"}, {"key": "equipment-maintenance", "owner": "assets-and-facilities", "assignmentId": "ERP-62-M034", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "maintenance-management"}, {"key": "contract-job-margin", "owner": "service-operations", "assignmentId": "ERP-62-M035", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "field-service-management"}, {"key": "service-credits-and-refunds", "owner": "service-operations", "assignmentId": "ERP-62-M036", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "helpdesk-and-support"}, {"key": "purchase-order-tracking", "owner": "procurement-and-suppliers", "assignmentId": "ERP-62-M037", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "purchasing"}, {"key": "goods-receiving", "owner": "inventory", "assignmentId": "ERP-62-M038", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "stock-control-and-fulfilment"}, {"key": "inbound-quality-hold", "owner": "inventory", "assignmentId": "ERP-62-M039", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "inventory-quality-and-traceability"}, {"key": "stock-availability", "owner": "inventory", "assignmentId": "ERP-62-M040", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "stock-control-and-fulfilment"}, {"key": "stock-reservations", "owner": "inventory", "assignmentId": "ERP-62-M041", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "stock-control-and-fulfilment"}, {"key": "serial-traceability", "owner": "inventory", "assignmentId": "ERP-62-M042", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "inventory-quality-and-traceability"}, {"key": "supplier-returns", "owner": "procurement-and-suppliers", "assignmentId": "ERP-62-M043", "necessity": "Core", "appliesWhen": "Always for the stated reference model.", "functionalProduct": "supplier-recovery"}, {"key": "roof-structural-review", "owner": "service-operations", "assignmentId": "ERP-62-M044", "necessity": "Conditional", "appliesWhen": "When roof or support suitability requires assessment by a qualified structural reviewer.", "functionalProduct": "solar-installation-management"}, {"key": "solar-approval-tracking", "owner": "service-operations", "assignmentId": "ERP-62-M045", "necessity": "Conditional", "appliesWhen": "When locally verified permissions applications or inspections apply to the project.", "functionalProduct": "solar-installation-management"}, {"key": "solar-grid-application", "owner": "service-operations", "assignmentId": "ERP-62-M046", "necessity": "Conditional", "appliesWhen": "When the system connects to a utility network or includes utility-coordinated metering.", "functionalProduct": "solar-installation-management"}, {"key": "solar-finance-assistance", "owner": "service-operations", "assignmentId": "ERP-62-M047", "necessity": "Conditional", "appliesWhen": "When the installer assists with financing or an applicable incentive application.", "functionalProduct": "solar-installation-management"}, {"key": "solar-storage-delivery", "owner": "service-operations", "assignmentId": "ERP-62-M048", "necessity": "Conditional", "appliesWhen": "When the sold system includes battery storage.", "functionalProduct": "solar-installation-management"}, {"key": "solar-monitoring-enrolment", "owner": "service-operations", "assignmentId": "ERP-62-M049", "necessity": "Conditional", "appliesWhen": "When system monitoring and fault follow-up are included in the service scope.", "functionalProduct": "solar-operations-and-maintenance"}, {"key": "solar-alarm-triage", "owner": "service-operations", "assignmentId": "ERP-62-M050", "necessity": "Conditional", "appliesWhen": "When system monitoring and fault follow-up are included in the service scope.", "functionalProduct": "solar-operations-and-maintenance"}, {"key": "solar-yield-review", "owner": "service-operations", "assignmentId": "ERP-62-M051", "necessity": "Conditional", "appliesWhen": "When system monitoring and fault follow-up are included in the service scope.", "functionalProduct": "solar-operations-and-maintenance"}, {"key": "solar-cleaning-programme", "owner": "service-operations", "assignmentId": "ERP-62-M052", "necessity": "Conditional", "appliesWhen": "When the business sells recurring maintenance or panel-care agreements; service targets apply only where contracted.", "functionalProduct": "solar-operations-and-maintenance"}, {"key": "recurring-service-planning", "owner": "service-operations", "assignmentId": "ERP-62-M053", "necessity": "Conditional", "appliesWhen": "When the business sells recurring maintenance or panel-care agreements; service targets apply only where contracted.", "functionalProduct": "field-service-management"}, {"key": "service-contract-entitlements", "owner": "service-operations", "assignmentId": "ERP-62-M054", "necessity": "Conditional", "appliesWhen": "When the business sells recurring maintenance or panel-care agreements; service targets apply only where contracted.", "functionalProduct": "field-service-management"}, {"key": "service-renewals", "owner": "service-operations", "assignmentId": "ERP-62-M055", "necessity": "Conditional", "appliesWhen": "When the business sells recurring maintenance or panel-care agreements; service targets apply only where contracted.", "functionalProduct": "field-service-management"}, {"key": "visit-capacity-scheduling", "owner": "service-operations", "assignmentId": "ERP-62-M056", "necessity": "Conditional", "appliesWhen": "When the business sells recurring maintenance or panel-care agreements; service targets apply only where contracted.", "functionalProduct": "field-service-management"}, {"key": "route-and-dispatch", "owner": "service-operations", "assignmentId": "ERP-62-M057", "necessity": "Conditional", "appliesWhen": "When the business sells recurring maintenance or panel-care agreements; service targets apply only where contracted.", "functionalProduct": "field-service-management"}, {"key": "service-sla-escalation", "owner": "service-operations", "assignmentId": "ERP-62-M058", "necessity": "Conditional", "appliesWhen": "When the business sells recurring maintenance or panel-care agreements; service targets apply only where contracted.", "functionalProduct": "helpdesk-and-support"}, {"key": "solar-component-rma", "owner": "service-operations", "assignmentId": "ERP-62-M059", "necessity": "Conditional", "appliesWhen": "When warranty service or replacement of installed components is within the business responsibility.", "functionalProduct": "solar-operations-and-maintenance"}, {"key": "warranty-entitlements", "owner": "service-operations", "assignmentId": "ERP-62-M060", "necessity": "Conditional", "appliesWhen": "When warranty service or replacement of installed components is within the business responsibility.", "functionalProduct": "helpdesk-and-support"}, {"key": "solar-retrofit-survey", "owner": "service-operations", "assignmentId": "ERP-62-M061", "necessity": "Conditional", "appliesWhen": "When an existing solar system is expanded or modified.", "functionalProduct": "solar-operations-and-maintenance"}, {"key": "solar-energy-settlement", "owner": "service-operations", "assignmentId": "ERP-62-M062", "necessity": "Conditional", "appliesWhen": "When the business sells measured energy under a separate approved contract rather than only installing equipment.", "functionalProduct": "solar-operations-and-maintenance"}, {"key": "solar-decommissioning", "owner": "service-operations", "assignmentId": "ERP-62-M063", "necessity": "Conditional", "appliesWhen": "When removal or end-of-service work is contracted.", "functionalProduct": "solar-operations-and-maintenance"}, {"key": "subcontractor-job-control", "owner": "service-operations", "assignmentId": "ERP-62-M064", "necessity": "Conditional", "appliesWhen": "When external installation or service teams deliver part of the job.", "functionalProduct": "field-service-management"}, {"key": "van-stock-replenishment", "owner": "inventory", "assignmentId": "ERP-62-M065", "necessity": "Conditional", "appliesWhen": "When crews carry company materials or spare parts in vehicles.", "functionalProduct": "stock-control-and-fulfilment"}, {"key": "offline-fieldwork", "owner": "service-operations", "assignmentId": "ERP-62-M066", "necessity": "Conditional", "appliesWhen": "When crews capture work at sites with unreliable connectivity.", "functionalProduct": "field-service-management"}, {"key": "multi-site-service-accounts", "owner": "service-operations", "assignmentId": "ERP-62-M067", "necessity": "Conditional", "appliesWhen": "When a customer contract covers multiple installation or service sites.", "functionalProduct": "field-service-management"}, {"key": "customer-service-portal", "owner": "service-operations", "assignmentId": "ERP-62-M068", "necessity": "Conditional", "appliesWhen": "When customers receive self-service access to their installation or service records.", "functionalProduct": "field-service-management"}, {"key": "predictive-asset-maintenance", "owner": "assets-and-facilities", "assignmentId": "ERP-62-M069", "necessity": "Advanced", "appliesWhen": "When reliable condition data and sufficient history justify reviewed predictive service planning.", "functionalProduct": "maintenance-management"}]
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