ERP VENDOR EVALUATION WORKSHEET
Prepared by the Tellency team | October 28, 2026
Use the same requirements and sample records with every vendor.
Companion guide: https://tellency.com/guides/erp-demo-script

BUSINESS AND PROPOSED CONFIGURATION
Business / reviewer:
Vendor / product / edition / modules / version:
Demo date / implementation contact:
Legal entities and operating countries:
User roles / warehouses / currencies / document languages:
Deployment / hosting region / support hours:

COPY THIS BLOCK FOR EVERY REQUIREMENT
Requirement ID:
Business owner:
Workflow and exception to demonstrate:
Sample input / starting balance / document reference:
Expected record and resulting balance:
Demonstrated evidence / report / screenshot reference:
Status (choose one):
[ ] Demonstrated  [ ] Needs configuration  [ ] Needs integration
[ ] Needs development  [ ] Not supported  [ ] Not yet reviewed
Required permission / approval:
AI action (if applicable): allowed request / approval / refused request:
Gap / proposed delivery / responsible owner:
One-time cost / recurring cost:
Acceptance criterion / reviewer / acceptance date:

CORE SCENARIOS
[ ] Enquiry -> owner -> quotation -> customer order -> changed requirement
[ ] Supplier purchase -> partial receipt -> discrepancy -> invoice review
[ ] Warehouse transfer -> dispatch -> short receipt -> posting / reconciliation
[ ] Cycle count -> difference -> approval -> draft adjustment -> posting review
[ ] Invoice -> payment -> bank reconciliation -> return or correction
[ ] Manufacturing if required: BOM revision -> shortage -> MRP -> capacity
    constraint -> shop-floor record -> failed quality decision -> costing review
[ ] Services if required: opportunity -> project -> tasks -> time record ->
    demonstration of the required billing / finance handoff

COUNTRY-SPECIFIC ACCEPTANCE (complete separately for each legal entity)
Country / entity / reviewer:
Required tax codes / document fields / accounting output:
Payroll / statutory / e-invoicing output if in scope:
Language / currency / external integration:
Evidence and responsible adviser:
Outstanding work / acceptance condition:

MIGRATION AND OPERATIONS
Sample stock, customer/supplier balances and opening journals reconciled by:
Import exceptions / mapping owner:
Cut-off / rehearsal / rollback criteria / cutover authority:
Backups / retention / restore evidence / access responsibilities:
Data export and contract-end plan:

COST AND DECISION
Subscription:
Migration / configuration / integrations / training:
Deployment / support / AI or other usage charges:
Year-one total with assumptions:
Continuing annual cost with assumptions:
Outstanding requirements / decision owner / next review date:

This is an evaluation aid, not a compliance certification or a promise that
any vendor supplies every listed capability. Validate the proposed setup.