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POC Implementation Meeting Checklist
#206
Closed
PatrickGrub
closed
2 years ago
PatrickGrub
commented
2 years ago
[ ] Set up a meeting with the customer to show him the implementation of the proof of connection.
[ ] Record the meeting, remove the expire date and comment the link to the recording below.
Confirm together with the customer the following basic functions:
[ ] Customer confirms that the Items basic functions are working:
[ ] Customer confirms that a new ERP item is created from Vault with the basic fields and values
[ ] Customer confirms that a new ERP item is created from Inventor with the basic fields and values
[ ] Customer confirms that a new ERP item is updated from Vault with the basic fields and values
[ ] Customer confirms that a new ERP item is updated from Inventor with the basic fields and values
[ ] Customer confirms that a Vault model data can be linked to a ERP item in Vault
[ ] Customer confirms that a Vault model data can be linked to a ERP item in Inventor
[ ] Customer confirms that a ERP item can be inserted as RawMaterial to an ipt file in Inventor
[ ] Customer confirms that a ERP item can be inserted as VirtualComponent to an iam file in Inventor
[ ] Customer confirms that the BOM basic functions are working:
[ ] Customer confirms that a new ERP BOM is created from Vault with the basic fields and values via BOM Window
[ ] Customer confirms that a new ERP item is created from the BOM Window with the basic fields and values
[ ] Customer confirms that a new ERP item is updated from the BOM Window with the basic fields and values
After the presentation:
[ ] Set up with the customer the scoping meeting (at least 1 week after this meeting, so the customer has time to test it)
Confirm together with the customer the following basic functions:
After the presentation: