| Module scope |
Which AI ERP modules are in scope: finance, procurement, inventory, manufacturing, supply chain, maintenance, asset, material master, governance, quality, project, service, or agentic ERP. |
Module mix changes configuration, evidence model, owner review, and report scope. |
| User and owner scope |
Named users, reviewers, executives, administrators, diagnostic operators, and process owners. |
Commercial terms reflect who reviews evidence and who can approve next actions. |
| Source-system context |
SAP, Oracle, Microsoft Dynamics, Infor, IFS, Maximo, Epicor, Workday, EAM, CMMS, finance, procurement, inventory, or data-warehouse sources. |
Source-system complexity drives field mapping, access review, and integration effort. |
| Country and entity scope |
Legal entities, countries, currencies, sites, plants, warehouses, and operating units. |
Global ERP review needs localization context without claiming local statutory advice. |
| Data volume and history |
Source objects, file size, transaction history, master-data volume, attachments, and refresh frequency. |
Volume affects processing, review workflow, reporting, and retention requirements. |
| Integration mode |
Export-only diagnostic, approved read integration, workflow handoff, or implementation-scoped write authority. |
The access mode determines security, testing, rollback, and audit controls. |
| Agent authority |
Observe, analyze, recommend, prepare, submit, or execute boundaries with denied actions and named owners. |
Higher authority requires stronger controls and separate approval. |
| Deployment and support |
Environments, hosting, identity, support, monitoring, backups, incident response, training, and change control. |
Enterprise deployment terms depend on security and operating-model requirements. |