Agree the project and responsibility structure.
Define how projects, locations, budgets, cost responsibility and approval levels should be represented before loading transactions.
Connect procurement and supporting evidence to finance.
A request, approval, supplier commitment, receipt, payment and accounting result should remain traceable through the same chain where the project requires it.
Keep programme systems separate when they are specialist.
Beneficiary records, clinical systems, survey platforms and monitoring tools may need integration, but they should not be forced into the ERP simply to claim one system.
Make reporting requirements explicit during discovery.
Project owners and finance teams should agree which budget, expenditure, asset, payroll or management views must reconcile and who is responsible for acceptance.
Hybrid ERP perspective: This guidance explains implementation practice. The accepted proposal and project documents define the actual customer scope, responsibilities and commitments.