Steps to Create ERP Change Request


Aditya Mandhare

2025-11-26 11:31:22


    Steps to Create ERP Change Request (CR) :-

    1. Need to go an ERP Admin Module --->  Click on ERP Change Request Form,

    2. After clicking on the form, the Change Request Form screen will appear to create an issue.
    3. In this form, first select the Module Name, then select the Form Name.
    4. In the Change Request Subject field, enter a short and clear summary of the issue.
    5. In the Change Request Description, enter detailed remarks so that the developer can easily understand the requirement.
    6. Select the Project Head from the dropdown list.
    7. Attach relevant screenshots or screen recordings for better understanding and then click on Submit.
    8. 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.

     




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