Checklist

MES–ERP Integration Checklist & Minimal Data Contract

Interactive checklist and minimal event/data contract template to ensure production orders, genealogy and inventory events sync reliably between MES and ERP. Captures readiness, required fields, transport, reconciliation cadence, error handling, security needs, and a copyable minimal JSON contract example.

Interactive Tool

MES–ERP Integration Checklist & Minimal Data Contract

This interactive checklist helps teams define and capture the minimal data contract and readiness checks required to align MES and ERP for production orders, genealogy, inventory movements, and reconciliation. Use this during scoping, pilot planning, and handoff to integration teams. When complete, export or save the responses as your minimal contract for development and testing.

Tips: Be specific about field names, timestamps, unique transaction IDs, master-data ownership, and reconciliation cadence. Where possible prefer stable unique identifiers (IDs) over text descriptions, use UTC timestamps, and document error/retry behavior.

Who is the single point of contact responsible for this integration? Include name, role, and contact details.
Rate current readiness for integration efforts.
1.0 10.0
Select the main functions that must be synchronized between MES and ERP for this project.
How will events or records move between systems? Choose the primary method for the pilot.
Events such as create, release, start, complete, cancel for production orders.
Select fields that must be present in each order event. Record exact field names in 'order_event_field_names'.
List the exact field names as they will appear in the data contract (e.g., 'orderId', 'partId', 'qty'). Separate names with commas or new lines.
Traceability requirements: parent/child relationships, lot_numbers, process steps.
Select genealogy-related fields that must be present.
Inward/outward/transfer events that update stock levels and locations.
Select inventory fields that must be included in movement events.
Standardized timestamps reduce mismatches across timezones and daylight savings.
A transaction_id or sequence number helps reconcile and deduplicate events.
Indicate which system is the authoritative source for key identifiers.
Describe how mismatches will be handled: reject, auto-create, quarantine, manual review.
How often should automated reconciliation run between MES and ERP for this integration?
List the combination of fields used to match events across systems (e.g., order_id + operation + timestamp + transaction_id).
Describe expected behavior for transient failures, malformed payloads, and permanent errors. Include retry counts/timeouts and monitoring/alerts.
Number of automatic retries before handing off to dead-letter or manual process. Enter 0 if retries are handled externally.
Where do failed events land and who resolves them? Include runbook reference or queue/topic name.
Select security controls required for the integration.
Describe which lines, parts, or operations are included in the pilot and clear acceptance criteria for go/no-go.
Enter a target date (YYYY-MM-DD).
List measurable criteria (e.g., 99% event reconciliation within 1 hour, zero data-loss for 2 weeks).
Example JSON event schema (trim to required fields). { "eventType": "order_event", "transactionId": "string", "timestamp": "2023-06-01T12:00:00Z", "orderId": "string", "partId": "string", "quantity": 100, "uom": "EA", "operationId": "OP123", "status": "started", "sourceSystem": "MES" } Adapt field names exactly as agreed above.
Paste URLs or references to documentation and integration tasks.
You can explore this tool now. Sign in or create an account to save your responses and return to them later.
Sign In to Save Create an Account
Make this tool part of your work

Save a personal copy, bring it to your team, or tailor the questions and workflow to fit what you are hungry to improve.

Member customization and team collaboration are coming soon.
Discuss Ask the Librarian

Discussion

Comments and conversation will live here.