Role catalogs

ERP Administrator workflow catalog

a systems professional who maintains a company’s ERP, keeping master data clean, users supported and upgrades tested and working

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91
workflows in this catalog
3
industriesManufacturing 35 · Construction 25 · Property Management 31
3
areas of workLargest: Master Data, IT & Compliance (35)
51k
hrs/yr across these workflowsPlanning estimates from the Process Atlas

ERP Administrator

Industry
Area

91 workflows

ERP Administrator · 1 area · about 21k hrs/yr

Manufacturing (35 workflows)

Master Data, IT & Compliance (35)

about 21,126 hrs/yr

  1. Part master governance (Daily / Monthly, about 650 hrs/yr) Data stewards enforce part numbering, description standards, units of measure, and classification codes across the part master, fixing inconsistencies and blocking duplicate parts.
  2. UOM conversion maintenance (Daily / Monthly, about 650 hrs/yr) Unit of measure conversions, such as purchase unit to stocking unit, are maintained per part or globally in the ERP; a wrong factor causes receiving, costing, and MRP errors.
  3. Warehouse/bin master maintenance (Daily / Monthly, about 650 hrs/yr) ERP admins create, rename, or retire warehouses and bins when layouts change, setting attributes such as location type, capacity, and allowed transactions.
  4. Chart of accounts maintenance (Daily / Monthly, about 650 hrs/yr) Finance adds, changes, or deactivates GL accounts and segments when reporting needs change, keeping mappings to financial reports and consolidation current.
  5. GL control/account mapping (Daily / Monthly, about 650 hrs/yr) Accounting maintains which GL accounts each transaction type posts to, such as inventory, COGS, variances, and AR, by product group, site, or customer class.
  6. Tax code maintenance (Daily / Monthly, about 650 hrs/yr) Tax staff maintain tax codes, jurisdictions, rates, and exemption rules in the ERP, updating them whenever rates change or the company begins collecting in a new jurisdiction.
  7. Payment terms maintenance (Daily / Monthly, about 650 hrs/yr) Finance maintains payment terms codes, such as net days and early-payment discounts, and assigns them to customers and suppliers according to contracts and credit policy.
  8. Price list master maintenance (Daily / Monthly, about 650 hrs/yr) Pricing staff maintain master price lists, price groups, and discount structures that customer-specific lists and quotes draw from, each with effective dates and approvals.
  9. User access provisioning (Daily / Monthly, about 650 hrs/yr) New users and role changes need ERP accounts and security roles.
  10. User deprovisioning (Daily / Monthly, about 650 hrs/yr) When employees leave or change jobs, IT removes or reduces ERP and system access promptly based on HR notifications, and documents completion for audit.
  11. ERP workflow rule maintenance (Daily / Monthly, about 650 hrs/yr) ERP admins maintain approval workflows and business rules, such as PO approval limits or automatic credit holds, updating them when policy or the organization changes.
  12. EDI map monitoring (Daily / Monthly, about 650 hrs/yr) IT monitors EDI maps and trading partner connections for failures, version changes, and new partner requirements so orders, ASNs, and invoices keep flowing.
  13. EDI transaction error resolution (Daily / Monthly, about 650 hrs/yr) Failed EDI transactions, such as orders, ASNs, or invoices, are investigated, corrected in the data or mapping, and resent, with the trading partner notified.
  14. Integration job monitoring (Daily / Monthly, about 650 hrs/yr) IT watches scheduled integration jobs between the ERP and MES, CRM, WMS, and banks, confirming each ran, completed, and moved the expected number of records.
  15. Data import validation (Daily / Monthly, about 650 hrs/yr) Before mass imports, such as price updates, new parts, or opening balances, staff validate the file for format, required fields, and duplicates, then check the loaded results.
  16. Mass master-data update (Daily / Monthly, about 650 hrs/yr) Bulk changes to parts, customers, or suppliers, such as lead times or classifications, are prepared in spreadsheets, approved, loaded into the ERP, and verified afterward.
  17. BI dataset refresh (Daily / Monthly, about 650 hrs/yr) BI datasets that pull from the ERP refresh on a schedule, and analysts check refresh success and data freshness before anyone relies on the reports built on them.
  18. KPI dashboard refresh (Daily / Monthly, about 650 hrs/yr) Operations and finance dashboards in Power BI or Tableau are refreshed with the latest ERP data and checked for obvious errors before leaders see them.
  19. Scheduled report distribution (Daily / Monthly, about 650 hrs/yr) Standard reports, such as backlog, shipments, or aging, run on schedule from the ERP and go to recipient lists by email or SharePoint.
  20. Ad hoc report generation (Daily / Monthly, about 650 hrs/yr) Analysts build one-off reports from ERP data to answer managers' questions, extracting, combining, and formatting the data in Excel or a BI tool.
  21. SOX/control evidence collection (Daily / Monthly, about 650 hrs/yr) For each key control, finance and IT collect evidence that it operated, such as approvals, reconciliations, and reviews, and store it for internal and external auditors.
  22. Retention-policy administration (Daily / Monthly, about 650 hrs/yr) Records are kept or destroyed on retention schedules.
  23. Backup/restore test (Daily / Monthly, about 650 hrs/yr) IT periodically restores ERP and file backups to a test environment to prove the backups work, and records the result, timing, and any problems found.
  24. Disaster recovery test (Daily / Monthly, about 650 hrs/yr) IT runs a failover or recovery exercise for the ERP and key systems, measures recovery against the agreed objectives, and documents gaps.
  25. ERP change-request intake (Daily / Monthly, about 650 hrs/yr) Users request ERP changes, such as new fields, reports, or workflows, through tickets; the ERP team logs, clarifies, and prioritizes each request.
  26. ERP enhancement testing (Daily / Monthly, about 650 hrs/yr) Before an enhancement goes live, testers run scripts in the test environment, record results and defects, and get signoff from the business users who asked for it.
  27. ERP release/UAT testing (Daily / Monthly, about 650 hrs/yr) For vendor updates or releases, the team runs regression and user acceptance tests across key processes and documents approval to deploy to production.
  28. Role/security review (Daily / Weekly, about 546 hrs/yr) Periodically, IT and managers review each ERP role's permissions and each user's assigned roles, confirming they are still appropriate, and remove excess access.
  29. Segregation-of-duties review (Daily / Weekly, about 546 hrs/yr) Compliance checks that no user holds conflicting duties, such as creating suppliers and approving payments, and documents mitigating controls where a conflict must remain.
  30. Interface reconciliation (Daily / Weekly, about 546 hrs/yr) IT and business users reconcile records between connected systems, such as ERP and MES or CRM, to find records that failed to transfer or now differ.
  31. Audit log review (Daily / Weekly, about 546 hrs/yr) IT or compliance reviews ERP audit logs for sensitive changes, such as bank details, prices, or permissions, and investigates any entry that was not expected.
  32. Cybersecurity access review (Daily / Weekly, about 546 hrs/yr) Security reviews privileged and remote access, service accounts, and dormant accounts across systems in the IAM tool, removing access that is no longer needed.
  33. Master-data quality review (Daily / Weekly, about 546 hrs/yr) Data stewards run periodic checks on master data for missing fields, duplicates, invalid values, and stale records, and assign fixes to the owning department.
  34. Customer master creation (Per event / project, about 150 hrs/yr) Master data staff create customer records from approved requests, applying naming standards, checking for duplicates, and setting required fields such as tax status, terms, currency, and GL mapping.
  35. Supplier master creation (Per event / project, about 150 hrs/yr) Master data staff create supplier records from approved onboarding packets, checking for duplicates, validating tax ID and address, and setting payment terms, currency, and 1099 status.

ERP Administrator · 1 area · about 13k hrs/yr

Construction (25 workflows)

Master Data, IT & Analytics (25)

about 12,534 hrs/yr

  1. Cost code master maintenance (Daily / Monthly, about 572 hrs/yr) The company cost code list is maintained under change control, adding, changing, or retiring codes, so estimating software, the ERP, and project platforms stay aligned.
  2. Phase code maintenance (Daily / Monthly, about 572 hrs/yr) Phase codes and work breakdown levels used on jobs are maintained against company standards, so job cost rolls up the same way on every project and in BI reports.
  3. Equipment master maintenance (Daily / Monthly, about 572 hrs/yr) Equipment master records are kept current with status, location, internal rates, and meter data, and sold or scrapped units are deactivated so they stop appearing on dispatch lists.
  4. Employee master maintenance (Daily / Monthly, about 572 hrs/yr) Employee master records, including address, tax, pay, union, and job data, are updated as approved change forms arrive from HR and payroll, each with an effective date.
  5. GL account maintenance (Daily / Monthly, about 572 hrs/yr) GL accounts are added, changed, or retired under controller approval, with the mapping to financial statement lines and job cost categories updated in the same change.
  6. Tax code maintenance (Daily / Monthly, about 572 hrs/yr) Sales and use tax codes and rates by jurisdiction are updated whenever rates change, so owner billings and purchase invoices calculate the right tax on the right date.
  7. Union/fringe table maintenance (Daily / Monthly, about 572 hrs/yr) Union wage and fringe tables are updated when collective bargaining agreements change rates, usually on set effective dates published in each local's rate sheet.
  8. User provisioning (Daily / Monthly, about 572 hrs/yr) New users receive accounts and roles in the ERP, project platform, and related systems through an IT ticket, based on job role and the systems that role needs.
  9. User deprovisioning (Daily / Monthly, about 572 hrs/yr) When employees leave or change roles, their access to the ERP, project platform, banking portals, and other systems is removed promptly from the HR termination or transfer ticket.
  10. Integration monitoring (Daily / Monthly, about 572 hrs/yr) Integrations between the ERP, project platform, payroll, and banking systems are checked daily for failed transfers, rejected records, and error queues on the integration platform.
  11. Data import validation (Daily / Monthly, about 572 hrs/yr) Imported data, such as budgets, vendors, timecards, and fixed assets, is validated before and after each import for required fields, valid codes, and matching totals.
  12. BI dataset refresh (Daily / Monthly, about 572 hrs/yr) BI datasets that feed cost, WIP, and safety dashboards are refreshed on schedule, with failed refreshes fixed and data checked against source systems before anyone relies on it.
  13. Project dashboard refresh (Daily / Monthly, about 572 hrs/yr) Project dashboards showing cost, schedule, change, and safety data are refreshed for PMs and leadership before monthly reviews and on the regular data cycle.
  14. Scheduled report distribution (Daily / Monthly, about 572 hrs/yr) Standard reports, such as cost reports, aging, WIP, and payroll registers, are generated and distributed on schedule to managers, owners, sureties, and lenders.
  15. Ad hoc report development (Daily / Monthly, about 572 hrs/yr) Staff request new reports or analyses through a ticket, and analysts build them from ERP data, BI models, and spreadsheets, then publish or send the result.
  16. Document retention administration (Daily / Monthly, about 572 hrs/yr) Document retention rules set how long contracts, payroll, tax, and project records are kept.
  17. ERP workflow configuration (Daily / Monthly, about 572 hrs/yr) ERP approval workflows, routing rules, and business rules are configured and changed as company policy changes, with each change tested and documented before production.
  18. ERP release testing (Daily / Monthly, about 572 hrs/yr) ERP updates and new releases are tested before deployment, covering key processes such as AP entry, payroll, owner billing, and job cost posting, with results documented.
  19. Role/security review (Daily / Weekly, about 546 hrs/yr) On a set cycle, managers review user roles and access across the ERP and project systems to remove excess rights and enforce segregation of duties for the audit.
  20. ERP-to-Procore/ACC reconciliation (Daily / Weekly, about 546 hrs/yr) Commitments, budgets, change orders, and invoices in the ERP and in Procore or Autodesk Construction Cloud are reconciled on a set cycle to catch sync failures between the two.
  21. Master-data quality review (Daily / Weekly, about 546 hrs/yr) Master data quality is reviewed on a set cycle for duplicates, missing fields, inactive records, and inconsistent coding across vendors, customers, jobs, and employees.
  22. Vendor master setup (Per event / project, about 150 hrs/yr) New vendors are created in the ERP vendor master from the approved request, W-9, and bank details, with duplicate and payment fraud checks completed before activation.
  23. Customer/owner master setup (Per event / project, about 150 hrs/yr) New owners and customers are set up with legal name, billing address, tax status, and payment terms from the contract, the credit review, and tax exemption documents.
  24. Job master setup (Per event / project, about 150 hrs/yr) New jobs are created in the job master with number, customer, contract, cost code template, and security, following the company template and synced to linked systems.
  25. Project security setup (Per event / project, about 150 hrs/yr) Project-level security controls which users see and edit each job's cost, billing, and document data.

ERP Administrator · 1 area · about 17k hrs/yr

Property Management (31 workflows)

Master Data, IT & Analytics (31)

about 17,232 hrs/yr

  1. Property master maintenance (Daily / Monthly, about 572 hrs/yr) Property master maintenance keeps property attributes current (names, addresses, unit counts, owners, fee terms, reporting groups) as properties change hands or scope.
  2. Unit/suite master maintenance (Daily / Monthly, about 572 hrs/yr) Unit master maintenance updates unit numbers, unit types, square footage, amenities, and status after renovations, unit combinations, conversions, or remeasurement surveys.
  3. Charge code maintenance (Daily / Monthly, about 572 hrs/yr) Charge code maintenance creates and updates the codes used for rent, fees, and utilities, each with GL mapping, tax treatment, and payment application priority.
  4. GL account maintenance (Daily / Monthly, about 572 hrs/yr) GL account maintenance adds, renames, or inactivates accounts in the chart of accounts, keeping reporting mappings and owner report lines aligned.
  5. Bank account maintenance (Daily / Monthly, about 572 hrs/yr) Bank account maintenance updates signers, account details, and GL mappings when banks change, accounts open or close, or authorized staff leave.
  6. Vendor master governance (Daily / Monthly, about 572 hrs/yr) Vendor master governance enforces rules on vendor creation and changes: required documents, duplicate prevention, and separation between who creates vendors and who pays them.
  7. Resident/tenant master cleanup (Daily / Monthly, about 572 hrs/yr) Resident master cleanup fixes duplicate records, bad contact data, wrong statuses, and missing fields that break communication, billing, and reporting.
  8. Lease template maintenance (Daily / Monthly, about 572 hrs/yr) Lease template maintenance updates lease forms and addenda when laws, policies, or counsel's language change, with every version controlled and dated.
  9. Letter/notice template maintenance (Daily / Monthly, about 572 hrs/yr) Notice template maintenance updates letters and legal notices (late, violation, renewal, deposit) so they match current law and company policy.
  10. Late fee rule maintenance (Daily / Monthly, about 572 hrs/yr) Late fee rule maintenance updates grace periods, amounts, and caps by property and jurisdiction whenever laws or company policies change.
  11. Security deposit rule maintenance (Daily / Monthly, about 572 hrs/yr) Deposit rule maintenance updates maximum deposit amounts, interest requirements, and return deadlines and itemization rules by jurisdiction in the property system.
  12. User provisioning (Daily / Monthly, about 572 hrs/yr) User provisioning creates system accounts for new staff with the right roles, properties, and approval limits, working from an approved IAM or ticketing request.
  13. Role/security assignment (Daily / Monthly, about 572 hrs/yr) Role assignment grants or changes user permissions, such as approving invoices or editing leases, so access matches each person's job.
  14. User deprovisioning (Daily / Monthly, about 572 hrs/yr) User deprovisioning promptly removes system access for departed or transferred staff across the property system, email, vendor and owner portals, and banking.
  15. Integration monitoring (Daily / Monthly, about 572 hrs/yr) Integration monitoring watches interfaces between the property system and partner platforms, often through an integration platform, for failed jobs, delayed files, and rejected records.
  16. ILS feed monitoring (Daily / Monthly, about 572 hrs/yr) ILS feed monitoring checks that listing feeds to internet listing services ran, were accepted, and show the correct units and prices.
  17. Screening interface monitoring (Daily / Monthly, about 572 hrs/yr) Screening interface monitoring confirms applications reach the screening service and that results and recommendations return to the property system without gaps.
  18. Utility billing interface monitoring (Daily / Monthly, about 572 hrs/yr) Each billing cycle, meter reads and utility charges from the billing provider must import correctly into resident ledgers.
  19. Data import validation (Daily / Monthly, about 572 hrs/yr) Import validation checks files loaded into the property system (budgets, charges, units, vendors) for format, required fields, and control totals.
  20. BI dataset refresh (Daily / Monthly, about 572 hrs/yr) BI dataset refresh updates the data warehouse or BI model from the property system and other sources on a fixed schedule.
  21. Dashboard refresh (Daily / Monthly, about 572 hrs/yr) Dashboard refresh updates published dashboards for executives, regional leaders, and properties after each underlying data refresh completes, so every viewer sees the same numbers.
  22. Scheduled report distribution (Daily / Monthly, about 572 hrs/yr) Scheduled distribution sends recurring reports (delinquency, occupancy, work orders, financials) to the right recipients by email or SharePoint on a fixed schedule.
  23. Ad hoc report development (Daily / Monthly, about 572 hrs/yr) Ad hoc report development builds new reports or queries requested by managers, owners, or auditors, often from the BI layer or the property system's report writer.
  24. System configuration change (Daily / Monthly, about 572 hrs/yr) A configuration change updates settings in the property system, such as workflows, approvals, or fields, through a controlled and ticketed change request.
  25. Release/UAT testing (Daily / Monthly, about 572 hrs/yr) Before new versions or features of the property system roll out, test scripts run against the key workflows to catch defects before users do.
  26. Document retention configuration (Daily / Monthly, about 572 hrs/yr) Retention configuration sets retention rules and folder policies in document systems so records are kept, and later deleted, on the approved schedule.
  27. Audit evidence collection (Daily / Monthly, about 572 hrs/yr) Audit evidence collection gathers screenshots, reports, and system logs showing that controls operated during the period, for internal audit or external auditors.
  28. Segregation-of-duties review (Daily / Weekly, about 546 hrs/yr) Segregation-of-duties review checks that no user can both create and approve vendors, invoices, or payments, or both post and approve journal entries.
  29. Payment interface reconciliation (Daily / Weekly, about 546 hrs/yr) Payment interface reconciliation confirms payments from processors reached the property system completely, matching transaction counts and dollar totals batch by batch every day.
  30. Data quality exception review (Daily / Weekly, about 546 hrs/yr) Data quality review finds records that break rules, such as leases without rent, units without status, or vendors without tax IDs, before they break reports.
  31. Regional/property access setup (Per event / project, about 150 hrs/yr) Regional access setup gives regional managers and accountants access to groups of properties and updates those groups as portfolios are acquired, sold, or reassigned.

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