I would like to know, if you have a good guidline or if there are tools for documentating the customization in an ERP system. In my case, I am working on Infor SyteLine ERP 8, but the question will probably arise for every ERP.
The difficulty for documentation of ERP customization is, that the intelligence and data are far spread:
As an example: Creating a report involves form scripting, form events, background task, stored procedures and then the report as such.
Do you have experience or an idea how to document everything in one place? I also want sometimes to comment form events, but that is in SyteLine not even directly possible. Or ist there a way how to combine the documentations from the different places? For example, do we document each customized or added database functionality. But even there, it is difficult to document an SQL Server Agent task.
Thanks a lot for your input!
IMHO, first of all, a complete documentation of your standard version is a must.
As the project goes on, we may have some customizations, we documented it as "Change Log".
Yes, it is hard to maintain the documentation as a single dimension, for example -when you changed/add database field, you need 'DB change log'; -when you changed/form events, you need to take note on maybe 'USE CASE' diagram. -when you hide some information in report, you need to note it somewhere else. -etc.
As an ERP developer myself, I always get a mixed-up documentations, some of which seems to be un-related but actually they are. Then now I managed to get the documentation by abundant of list but maintain the dimension, e.g:
-One Excel for List of: -
-One Excel for List of Process Flow for each module in each sheet.
I think it must cover :
It is tons of lists that need to be maintain as simple as possible.
How did you do your documentation currently?