Documentation

Activity coverage audit

All ERP apps, modules and business activities, with illustrated tutorial coverage tracked separately from menu and field references.

NexCom ERPUpdated 13 October 2026Configuration-aware guidance

What is covered and what is being developed

Field definitions and menu references are available for the installed navigation snapshot. Illustrated task coverage is a separate measure. A module landing image is not counted as evidence for creating, submitting, approving or completing a transaction.

The audit maps 944 navigation entries, 4156 page actions and 239 business workflows. Planned entries stay visible as planned until their screenshots and outcomes are reviewed.

Home

Module	Activity	Illustrated walkthrough
Calendar	Create an event and assign a schedule type	In development
Calendar	Review calendar views and event dates	In development
Dashboards	Choose and filter a dashboard	In development
Dashboards	Review a chart and follow its source records	In development
Home	Use ERP search and switch apps	In development
Home	Review personal shortcuts and help	In development
Tasks & Approvals	Create and assign a to-do	In development
Tasks & Approvals	Review pending approvals and notifications	In development

Sales & Marketing

Module	Activity	Illustrated walkthrough
Contracts	Create a customer or supplier contract	In development
Contracts	Review contract dates and renewal terms	In development
Customer Portal	Request and activate customer access	In development
Customer Portal	Review quotes, orders, invoices and credit notes	In development
Customer Portal	Download an account statement	In development
Customer Portal	Create an order enquiry or Helpdesk request	In development
Customers	Create a customer and linked billing address	In development
Customers	Link an approved portal user to the customer	In development
Customers	Review customer groups and territories	In development
Leads & Opportunities	Register and qualify a lead	In development
Leads & Opportunities	Create an opportunity and manage the pipeline	In development
Leads & Opportunities	Convert an opportunity into a quotation	In development
Marketing	Create a campaign and campaign schedule	In development
Marketing	Manage permitted mailing contacts	In development
Point of Sale	Configure a POS profile	In development
Point of Sale	Open a POS session and create an invoice	In development
Point of Sale	Close a POS session and reconcile totals	In development
Pricing & Promotions	Set a price list and customer pricing	In development
Pricing & Promotions	Configure a pricing rule and validate its effect	In development
Pricing & Promotions	Set a promotional scheme	In development
Quotations & Sales Orders	Prepare and submit a customer quotation	In development
Quotations & Sales Orders	Create a sales order from a quotation	In development
Quotations & Sales Orders	Track fulfilment and billing against the order	In development

Supply Chain

Module	Activity	Illustrated walkthrough
Barcode & QR Scanning	Select the scan workflow and warehouse	In development
Barcode & QR Scanning	Scan an item or serial and validate the match	In development
Barcode & QR Scanning	Review and save the resulting ERP draft	In development
Federal Logistics Codes	Classify an item using its NSN and FSC	In development
Federal Logistics Codes	Record CAGE, references and logistics characteristics	In development
Federal Logistics Codes	Use fixed code lists and review source provenance	In development
Inventory	Request materials and receive stock	In development
Inventory	Transfer stock between warehouses	In development
Inventory	Reconcile stock and inspect the ledger	In development
Inventory	Review stock balances and ageing	In development
Item Prices	Create an item price with currency and UOM	In development
Item Prices	Review price validity and buying or selling use	In development
Items & Categories	Create a stock or service item	In development
Items & Categories	Choose the UNSPSC hierarchy in Item Groups	In development
Items & Categories	Maintain item variants, UOMs and barcodes	In development
Purchasing	Create and submit a material request	In development
Purchasing	Issue an RFQ and compare supplier quotations	In development
Purchasing	Create and submit a purchase order	In development
Purchasing	Inspect and receive a purchase order	In development
Serials & Batches	Create a batch and record expiry information	In development
Serials & Batches	Register and trace serial numbers	In development
Serials & Batches	Use a serial and batch bundle on a transaction	In development
Subcontracting	Create a subcontracting order	In development
Subcontracting	Send supplied material to the subcontractor	In development
Subcontracting	Receive subcontracted finished goods	In development
Supplier Portal	Register and request supplier access	In development
Supplier Portal	Select chained supplier categories	In development
Supplier Portal	View a public opportunity and submit a bid	In development
Supplier Portal	Review purchase documents and an account statement	In development
Supplier Portal	Create a supplier enquiry or Helpdesk ticket	In development
Suppliers	Create a supplier and linked address	In development
Suppliers	Review and approve a vendor access request	In development
Suppliers	Maintain supplier categories and qualifications	In development
Warehouses	Create a warehouse in the hierarchy	In development
Warehouses	Assign warehouse company and account details	In development
Warehouses	Review warehouse stock	In development

Finance & Accounting

Module	Activity	Illustrated walkthrough
Banking & Payments	Create a bank account and payment mode	In development
Banking & Payments	Record and allocate a payment entry	In development
Banking & Payments	Import and reconcile bank transactions	In development
Banking & Payments	Review payment reconciliation and balances	In development
Budgets & Cost Control	Create a cost center and accounting dimension	In development
Budgets & Cost Control	Set a budget and review spending against it	In development
Currencies	Maintain currencies and exchange rates	In development
Currencies	Review transaction versus company currency	In development
Customer Billing	Create a sales invoice from an order or delivery	In development
Customer Billing	Record a customer credit note	In development
Customer Billing	Review accounts receivable and customer balances	In development
Fixed Assets	Register and acquire an asset	In development
Fixed Assets	Schedule depreciation and review asset values	In development
Fixed Assets	Transfer, maintain or dispose of an asset	In development
General Ledger & Closing	Review the chart of accounts	In development
General Ledger & Closing	Create and submit a journal entry	In development
General Ledger & Closing	Review trial balance and financial statements	In development
General Ledger & Closing	Close an accounting period using the approved process	In development
Recurring Billing	Create a subscription plan and subscription	In development
Recurring Billing	Review recurring invoice generation and cancellation	In development
Shareholders	Create a shareholder record	In development
Shareholders	Record and review share transfers	In development
Supplier Billing	Create a purchase invoice from a receipt	In development
Supplier Billing	Allocate supplier charges and taxes	In development
Supplier Billing	Record a supplier debit note	In development
Supplier Billing	Review accounts payable and supplier balances	In development
Taxes	Configure tax accounts and templates	In development
Taxes	Review a tax rule on a business transaction	In development

Human Resources

Module	Activity	Illustrated walkthrough
Attendance & Shifts	Maintain adjustable approved worksites	In development
Attendance & Shifts	Assign a shift and attendance policy	In development
Attendance & Shifts	Check in within an approved geofence	In development
Attendance & Shifts	Review attendance and correct a missed check-in	In development
Careers Portal	Create an applicant profile and upload a photo	In development
Careers Portal	Add education, employment and certificates	In development
Careers Portal	Apply for a job and track the application	In development
Careers Portal	Update salary expectations and notice period	In development
Employee Portal	Activate employee portal access	In development
Employee Portal	Review attendance, leave and payslips	In development
Employee Portal	Submit HR requests and review their status	In development
Employee Portal	Access permitted controlled documents	In development
Employees	Create an employee and link the User ID	In development
Employees	Maintain employee records and employment status	In development
Employees	Review employee documents according to role	In development
Expenses & Travel	Request an employee advance	In development
Expenses & Travel	Submit an expense claim with evidence	In development
Expenses & Travel	Review a travel request and approvals	In development
HR Requests	Submit an employee HR request	In development
HR Requests	Review a supervisor approval	In development
HR Requests	Route private payroll and loan requests to HR or Finance	In development
Leave	Maintain leave policies and allocations	In development
Leave	Apply for leave and review approval	In development
Leave	Review leave balance and the leave ledger	In development
Onboarding & Offboarding	Create employee onboarding activities	In development
Onboarding & Offboarding	Track an employee transfer or promotion	In development
Onboarding & Offboarding	Complete employee separation and an exit interview	In development
Payroll	Configure salary components and structures	In development
Payroll	Assign a salary structure	In development
Payroll	Run payroll and review salary slips	In development
Payroll	Review payroll payment references	In development
Performance	Set goals and a performance cycle	In development
Performance	Create an appraisal and collect feedback	In development
Performance	Review performance outcomes	In development
Recruitment	Publish a job opening with role requirements	In development
Recruitment	Review applications in Application Overview	In development
Recruitment	Review qualifications and supporting evidence	In development
Recruitment	Schedule interviews and record feedback	In development
Recruitment	Create a job offer and appointment letter	In development

Operations & Support

Module	Activity	Illustrated walkthrough
Calls	Record a call and its related party	In development
Calls	Schedule a follow-up activity	In development
Collaboration	Use team channels and direct messages	In development
Collaboration	Join or host a meeting using shared identity	In development
Collaboration	Connect and switch multiple IMAP mailboxes	In development
Collaboration	Read and compose an email in the mailbox view	In development
Helpdesk & Requests	Create and categorize a customer or supplier ticket	In development
Helpdesk & Requests	Assign, respond and resolve a ticket	In development
Helpdesk & Requests	Review service levels and customer request links	In development
Helpdesk & Requests	Maintain a knowledge-base article	In development
Live Chat	Open a website chat and find its conversation	In development
Live Chat	Assign and reply to an open conversation	In development
Live Chat	Escalate a conversation to a ticket	In development

Project Management

Module	Activity	Illustrated walkthrough
Projects & Tasks	Create a project and its task structure	In development
Projects & Tasks	Assign tasks and update status	In development
Projects & Tasks	Record time in a timesheet	In development
Projects & Tasks	Review project costs and profitability	In development

Manufacturing

Module	Activity	Illustrated walkthrough
Bills of Materials	Create and cost a bill of materials	In development
Bills of Materials	Set a default BOM and review revisions	In development
Bills of Materials	Review BOM stock and material requirements	In development
Manufacturing Setup	Configure manufacturing settings	In development
Manufacturing Setup	Maintain operations and production resources	In development
Production Planning	Build a production plan from demand	In development
Production Planning	Review material requirements	In development
Production Planning	Generate work orders and material requests	In development
Routings & Workstations	Create a workstation and operating costs	In development
Routings & Workstations	Create an operation and routing sequence	In development
Work Orders & Job Cards	Create and submit a work order	In development
Work Orders & Job Cards	Transfer materials for manufacture	In development
Work Orders & Job Cards	Record job card operations and completion	In development
Work Orders & Job Cards	Post finished production and inspect quality	In development

MRO

Module	Activity	Illustrated walkthrough
Maintenance & Repair	Register equipment and maintenance requirements	In development
Maintenance & Repair	Create a maintenance schedule	In development
Maintenance & Repair	Record a maintenance visit or repair	In development
Maintenance & Repair	Review maintenance history and linked materials	In development

Fleet Management

Module	Activity	Illustrated walkthrough
Vehicles & Fleet Operations	Register a vehicle and service information	In development
Vehicles & Fleet Operations	Log vehicle mileage, fuel and expenses	In development
Vehicles & Fleet Operations	Schedule service and review fleet costs	In development

Logistics

Module	Activity	Illustrated walkthrough
Shipments & Delivery	Create a shipment and link delivery documents	View tutorial
Shipments & Delivery	Record package, carrier and tracking details	In development
Shipments & Delivery	Review delivery status and logistics reports	In development

GRC & Quality

Module	Activity	Illustrated walkthrough
Controlled Documents	Upload and classify a controlled document	In development
Controlled Documents	Assign document permissions and tags	In development
Controlled Documents	Search, view and download permitted documents	In development
Controlled Documents	Maintain revision relationships and approval evidence	In development
Governance, Risk & Compliance	Register a risk and its owner	In development
Governance, Risk & Compliance	Map controls and compliance requirements	In development
Governance, Risk & Compliance	Link quality, HR and EDMS evidence	In development
Governance, Risk & Compliance	Review assessments and corrective actions	In development
Privacy & Data Requests	Register and review a data subject request	In development
Privacy & Data Requests	Review access and export scope	In development
Privacy & Data Requests	Apply the approved retention or deletion process	In development
Quality	Create an inspection template and acceptance criteria	In development
Quality	Perform and submit a quality inspection	In development
Quality	Record a quality issue and corrective action	In development
Quality	Review quality procedures, goals and meetings	In development

Academy

Module	Activity	Illustrated walkthrough
Courses & Learning	Create and edit a course	In development
Courses & Learning	Add lessons and assessment questions	In development
Courses & Learning	Publish a course and enroll learners	In development
Courses & Learning	Review learner progress and assessment results	In development
Courses & Learning	Configure and issue trainee certificates	View tutorial
Courses & Learning	Download and verify a certificate QR code	View tutorial
Courses & Learning	Manage recertification and certificate expiry	In development
Training & Skills	Create a training program	View tutorial
Training & Skills	Schedule a training event and invite attendees	In development
Training & Skills	Record and submit employee training results	In development
Training & Skills	Maintain skills and an employee skill map	In development
Training & Skills	Associate Academy completion evidence with an ERP training record	In development
Workflow Guides	Install and open the workflow recorder	In development
Workflow Guides	Capture, annotate and redact a guide	In development
Workflow Guides	Edit guide steps and export the result	In development
Workflow Guides	Review starred guides and recover trashed guides	In development

System Admin

Module	Activity	Illustrated walkthrough
Company Setup	Create and configure a company	In development
Company Setup	Maintain linked company addresses and contacts	In development
Company Setup	Review naming series and fiscal years	In development
Customization	Create a custom field	In development
Customization	Customize a form layout	In development
Customization	Review client and server scripts before enabling them	In development
Documents & Printing	Maintain a letterhead and company logo	In development
Documents & Printing	Configure and preview a print format	In development
Documents & Printing	Print or download a permitted document	In development
Email & Notifications	Configure an email account and sender	In development
Email & Notifications	Create a notification and test its conditions	In development
Email & Notifications	Review the email queue and delivery failures	In development
Integrations & API Docs	Open API documentation for the installed edition	In development
Integrations & API Docs	Configure an integration using limited credentials	In development
Integrations & API Docs	Review integration requests and webhook delivery	In development
Monitoring & Backups	Review error and activity logs	In development
Monitoring & Backups	Create and verify a backup	In development
Monitoring & Backups	Review restore and update procedures	In development
Navigation Setup	Review app and module navigation	In development
Navigation Setup	Maintain a workspace and shortcuts	In development
Platform Settings	Review system and website settings	In development
Platform Settings	Maintain supported languages and time zones	In development
Shared Reference Data	Use chained country, state and city locations	In development
Shared Reference Data	Maintain standard reference lists and units	In development
Users & Permissions	Create or update an ERP user	In development
Users & Permissions	Assign appropriate roles and user permissions	In development
Users & Permissions	Review role permission rules and access reports	In development
Websites & Portals	Maintain a web page or web form	In development
Websites & Portals	Review portal navigation and public visibility	In development
Websites & Portals	Review website analytics and publishing	In development
Workflow & Automation	Create a workflow with states and transitions	In development
Workflow & Automation	Assign approvers and test a workflow	In development
Workflow & Automation	Review automation and scheduled jobs	In development

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