Steps to Create ERP Change Request
Steps to Create ERP Change Request (CR) :-
- Need to go an ERP Admin Module ---> Click on ERP Change Request Form,
- After clicking on the form, the Change Request Form screen will appear to create an issue.
- In this form, first select the Module Name, then select the Form Name.
- In the Change Request Subject field, enter a short and clear summary of the issue.
- In the Change Request Description, enter detailed remarks so that the developer can easily understand the requirement.
- Select the Project Head from the dropdown list.
- Attach relevant screenshots or screen recordings for better understanding and then click on Submit.
- After submitting the Change Request, the ERP team will process it. You can track the status through different workflow stages such as:
Draft → Project Head → Product Head → Engineering Lead → Assigned Developer, and so on, based on approvals. Once the CR is raised, all details will be visible on the dashboard.





