Free Other ERPs tools
34 templates, calculators, worksheets and reference tables. Each runs in your browser and exports to PDF, Excel, Word or CSV.
Templates and forms
Acumatica Generic Inquiry Design Template
A fill-in design specification for a Generic Inquiry (SM208000): purpose, tables and joins, result columns, parameters, access rights and test cases.
Priority ERP Form Design Template
A fill-in design document for a new or changed Priority form: identity, columns, triggers, privileges, sub-forms and test cases.
Worksheets
Sage X3 Import Template Worksheet
An editable import tracker for Sage X3: which object, which import template, source file, records loaded, errors and owner, with error rates calculated.
QAD Menu Program Reference Worksheet
An editable QAD menu and program reference you fill in once and export to Excel, with usage and risk columns for training, access reviews and migration planning.
ERPNext BOM Import Template
An editable BOM worksheet with finished item, component, quantity, UoM and rate columns, calculating extended and rolled up cost before you import to ERPNext.
Fishbowl Inventory Import Worksheet
An editable opening-inventory worksheet with part, location, quantity and cost columns and a valuation total to reconcile before importing into Fishbowl.
Kingdee BOM Import Worksheet
Prepare bill of materials data for a Kingdee load: parent, component, numerator and denominator, scrap rate, gross quantity and extended cost.
SYSPRO BOM Material Cost Rollup Worksheet
Editable bill of material costing sheet with scrap allowance per component, to sanity check the rolled up cost SYSPRO holds for a parent stock code.
Calculators and simulators
Acumatica Implementation Budget Estimator
Builds a planning estimate of implementation hours and cost from scope drivers: modules, integrations, custom reports, users and data entities to migrate.
QAD Subscription vs Perpetual License TCO Calculator
Model the multi-year total cost of owning QAD on a perpetual license plus maintenance versus a cloud subscription, and find the break-even year.
QAD EOQ and Reorder Point Calculator
Calculate economic order quantity, safety stock and reorder point for an item, with a lead-time sweep, to set QAD item planning values on evidence.
IFS Project Earned Value Calculator
Turn percent complete, planned progress and actual cost from your IFS project into CPI, SPI, estimate at completion and the to-complete performance index.
IFS Shop Order Lead Time Calculator
Estimate how long a shop order really takes through its routing, and what share of that time is actual work, as a check on lead times stored in IFS.
Reference tables
Infor VISUAL Work Order Status and Structure Reference
A searchable lookup of VISUAL work order statuses, the work order ID structure and the records that hang off a work order, with what each means on the floor.
Infor VISUAL Database Table Reference
A searchable lookup of the main VISUAL Manufacturing tables, what each holds and the usual join keys, for report writers and analysts.
Infor XA (MAPICS) Application Module Reference
A lookup of the main Infor XA (MAPICS) application areas with scope and a migration consideration for each, for inventory of what you use.
IBM i Commands for Infor XA Administrators Reference
A lookup of common IBM i CL commands for jobs, output, libraries, objects, data and backups, with what each is for.
Sage Intacct Objects and Standard Dimensions Reference
A searchable lookup of common Sage Intacct API object names and the standard dimensions used to tag transactions.
Sage 300 Database Table Reference
A quick lookup of well-known Sage 300 SQL table names, the module they belong to and what each stores, for reports and integrations.
Sage 100 Table and Module Prefix Reference
Find the Sage 100 module prefix and the commonly used table names for items, customers, vendors, orders and bills of material.
Acumatica Screen ID Reference
Look up common Acumatica screen IDs and names for role setup, generic inquiries, import scenarios and support tickets.
QAD Core Tables Reference
A searchable lookup of the QAD EE tables you query most, what each holds and how they are keyed.
ERPNext Stock Entry Types Reference
A lookup table of ERPNext Stock Entry purposes showing which warehouses are required, what the entry does and when to use it.
Odoo Manufacturing Technical Model Names Reference
Searchable lookup of the Odoo models behind manufacturing, inventory, purchasing and sales, with the fields you query most.
ERPNext DocType Reference for Manufacturing
Lookup table of ERPNext manufacturing, stock, buying and selling DocTypes with what each stores and where it links.
SYSPRO Common Table Name Reference
Searchable list of frequently used SYSPRO tables with module, purpose and key columns, for report writers and integrators.
Checklists
Infor VISUAL Manufacturing Scheduling Checklist
A practical checklist for finding why VISUAL schedules do not match the floor: calendars, resource data, routings, lead times and release habits.
Infor XA (MAPICS) Period End Close Checklist
A step by step period end checklist for XA (MAPICS) sites covering cutoff, inventory, work in process, receivables, payables and the ledger.
Acumatica Manufacturing Edition Setup Checklist
A group-by-group checklist covering the foundation, engineering data, shop floor, planning and costing setup for Acumatica Manufacturing.
IFS Cloud Go-Live Readiness Checklist
A grouped checklist of what must be true before you switch an IFS Cloud implementation live, with critical items flagged.
Odoo Manufacturing Setup Checklist
A practical checklist for configuring Odoo Manufacturing from inventory foundations through BOMs, work centers, planning and go-live.
SYSPRO Month-End Close Checklist
Tick-off checklist for closing a period in SYSPRO across inventory, purchase orders, WIP, receivables, payables and the general ledger.
Odoo Go-Live Checklist for African Manufacturers
Checklist covering localization, tax, currencies, manufacturing, inventory, security and cutover before Odoo goes live.
Visma.net Integration Checklist
A 30 item checklist for scoping, building and testing an integration between Visma.net ERP and your MES, web shop, CRM or other systems.