ERP Entry Specialist (LN)

Job description

About this role

******************************************************************** The ERP Entry Specialist (LN) is responsible for validating documentation accuracy, ensuring financial and funding readiness, and creating Sales Orders (SO) in LN (company wide ERP). This role focuses on ERP order entry, Sales Order creation, funding and payment validation, and identifying financial or system issues prior to installation execution. The ERP Entry Specialist performs a final accuracy check on all received documentation to confirm that required information is complete, consistent, and ready for system entry.

Responsibilities

• Review all received documentation to ensure required information is complete, accurate, and internally consistent.
• Confirm that approved pricing, materials, customer details, and financial data align across all systems and documents.
• Identify missing, conflicting, or inaccurate information prior to ERP entry.
• Escalate documentation accuracy concerns to the Supervisor or Order Approval Specialist as appropriate.
• Create and maintain accurate Sales Orders (SO) in LN based on validated and approved information.
• Ensure all required ERP fields, dependencies, and attachments are completed prior to submission.
• Maintain system integrity by following established ERP entry standards and workflows.
• Validate funding method, payment status, deposits, and financing details for completeness and accuracy.
• Identify funding errors or discrepancies that could delay installation, invoicing, or revenue recognition.
• Verify pricing, discounts, and commission‑impacting data before order submission.
• Escalate margin‑impacting or policy‑related financial issues per established guidelines.
• Verify job costing accuracy based on approved pricing and materials.
• Identify system or data errors that may impact reporting, margin, or commissions.
• Ensure consistency between upstream systems and LN.
• Manage assigned ERP entry queue to meet daily and weekly SLA expectations.
• Follow up on orders placed on hold to drive timely correction and completion.
• Balance speed and accuracy to minimize downstream corrections and rework.
• Adhere to centralized approval standards, ERP workflows, and validation checklists.
• Maintain detailed system notes and documentation to support audits or corrections.
• Participate in process improvements, training, and system updates.

Qualifications and requirements

• 1–3 years of experience in ERP order entry, finance operations, or system‑based processing.
• Experience with LN (preferred) or similar ERP systems.
• Strong attention to detail with the ability to identify inconsistencies across documentation and systems.
• Solid understanding of job costing, funding workflows, and financial validation.
• Strong organizational, analytical, and problem‑solving skills.
• ERP systems (preferred)
• Microsoft Excel / Google Sheets (basic to intermediate)
• CRM or order management systems (a plus)