Requirements from a meeting (BRD)

Requirements Workshop (BRD)

Project → ERP implementation Workshop → Procure-to-Pay Status → Draft

Record a requirements workshop and StepReel fills this document: every requirement with an ID, priority and acceptance criteria, plus decisions, open questions and action items — so nothing said in the meeting is missed.

Meeting summary

Purpose: agree Procure-to-Pay requirements
Participants: Finance lead, AP supervisor, Functional consultant

Business objectives

Pay suppliers on time and capture early-payment discounts
Remove manual invoice re-keying

Requirements

ID	Requirement	Type	Priority	Raised by	Acceptance criteria
REQ-001	Invoices above 50,000 need Finance manager approval	Functional	Must	Finance lead	Invoice over the limit routes to the Finance manager
REQ-002	Block duplicate invoice numbers per supplier	Functional	Must	AP supervisor	Duplicate number gives an error
REQ-003	Weekly report of invoices on hold	Report	Should	AP supervisor	Report lists hold name, amount and age

3 requirements captured — 2 Must.

Decisions made

Payment runs every Tuesday and Thursday

Open questions

#	Question	Owner	Needed by
1	Which bank file format is used?	Treasury	TBC

Action items

#	Action	Owner	Due
1	Send current approval matrix	Finance lead	TBC

Sign-off

Role	Name	Date	Signature
Business owner
Process owner
Functional consultant
Project manager

Document control

Version	Status	Approved by	Date
0.1	Draft	—	—