Analytics-dashboard filter governance | U9cloud ERP implementation tutorial
An actionable, testable and traceable method for Analytics-dashboard filter governance in non-regulated manufacturing operations.
Learning objective
Complete the preparation, execution, review and evidence loop for Analytics-dashboard filter governance.
Roles
Business owner, operations, supply chain, quality, IT and approvers
Prerequisites
- Approved blueprint, responsibility matrix, sample data and evidence fields.
Completion checks
- Results trace to source, owner, time, version and approval.
- Happy-path, boundary, rejection, retry and failure cases have closure evidence.
Common errors
- Testing only the happy path.
- Results lack source, owner, timestamp, version or approval evidence.
Thailand project note
Thailand implementation should confirm Chinese/English/Thai fields, THB/foreign-currency display, Asia/Bangkok timezone, segregation of duties and retention. VAT, WHT, BOI, customs, statutory accounting, legal or regulatory conclusions require qualified Thai professional review; this is not advice.
Steps
- 01
Confirm the organization, business objects, owners, version and approved blueprint.
- 02
Prepare happy-path, boundary, rejection and failure samples with evidence fields.
- 03
Run the flow in a test or controlled environment and record operator, states and timestamps.
- 04
Reconcile master data, permissions, interfaces and results; log variances.
- 05
Review exceptions, escalation, closure criteria and open risks.
- 06
Export logs, samples, screenshots and approvals as an acceptance pack.
Implementation notes
- Pilot with one organization and one representative flow.
- Fields, thresholds, permissions and interfaces follow the approved blueprint.
References
- 用友U9cloud数智制造场景 ↗用友U9cloud · Accessed: 2026-08-25