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I am working with a client who has an ERP system in place, called M1, that they are looking to make custom changes to.

I have spent a little bit of time investigating the ERP system in terms of making customizations. Here is a list of what I have found with regards to custom changes:

  • Custom changes cannot be exported/imported. There is an option in the M1 Design Studio, however, they always appear to be disabled... I tried everything and I couldn't find a mention of it in the help documentation.
  • You can export a customizations change log (CSV, XML, Excel, HTML) that provides type, name, location and description. In essence, it is a read-only document that provides a list of changes you made. You cannot modify the contents of this log.
  • Custom form changes made, go into effect for all data sources (Test, Stage, LIVE). In other words, there does not appear an ability to limit the scope of a form change.
  • Custom field changes must be made in each data source (Test, Stage, LIVE). What's odd here is that if add a field in Test, adjust a grid to display it, subsequently change to LIVE, it detects that the field doesn't exist and negates the grid changes.
  • I'm unable to find documentation indicating that this application supports version control.

sigh

....

So...

How do I manage changes from an SDLC: ALM methodology and tools standpoint?

I could start by bringing in a change request system to manage pending and completed customizations. But then what? How should changes me managed and released? Put backups of application under source control and deploy when needed?

There might not be a good answer to this question since I'm unable to take advantage of version control and create a separation of environments, but I figured I'd ask in case anybody has had similar experience or worked with M1.