Lesson 1Inventory structure: warehouses, storage locations, bins, lot/serial tracking and movement typesExplains how to model inventory setups in ERP. Covers warehouses, storage spots, bins, lot and serial tracking, movement types, and how these affect traceability, capacity handling, and transaction control in local operations.
Defining warehouses and sub-warehousesConfiguring storage locations and zonesSetting up storage bins and bin typesLot and batch tracking configurationSerial number tracking and policiesLesson 2Item master details: units of measure, item categories, procurement type, valuation method (FIFO, LIFO, weighted average)Looks at item master setup for materials and products. Covers units of measure, item groups, procurement type, valuation methods like FIFO, LIFO, weighted average, and features that drive planning and costing in our context.
Base and alternative units of measureItem categories and usage controlsProcurement type and sourcing flagsValuation methods: FIFO, LIFO, averagePlanning, costing, and MRP relevant fieldsLesson 3Customer master setup: billing/shipping addresses, credit limits, payment terms, dunning proceduresDetails how to set up customer master records in ERP. Covers billing and shipping addresses, credit limits, payment terms, dunning steps, partner roles, and controls that impact order-to-cash processing and risk management.
Structuring billing and shipping addressesDefining customer payment termsSetting and monitoring credit limitsConfiguring dunning levels and feesCustomer partner roles and hierarchiesLesson 4Finance master: chart of accounts mapping, default GL accounts, posting keys and fiscal periodsExplains how finance master data structures ERP accounting. Covers chart of accounts design, mapping to external systems, default G/L accounts, posting keys, and fiscal period setup to ensure compliant, auditable postings locally.
Designing the ERP chart of accountsMapping accounts to legacy systemsConfiguring default G/L accountsDefining posting keys and controlsSetting fiscal year variants and periodsLesson 5Core master data domains: customers, vendors, items/products, warehouses, locations, chart of accountsCovers the main ERP master data areas and their links. Explains customers, vendors, items, warehouses, locations, and chart of accounts, highlighting data structures, key features, and cross-module dependencies for our needs.
Customer master core attributesVendor master core attributesItem and product master structuresWarehouse and location master dataChart of accounts as a core domainLesson 6Master data governance: ownership, workflows for creation/changes, deduplication, data validation rulesCovers master data oversight structures and processes. Explains ownership models, approval workflows, creation and change controls, deduplication methods, validation rules, and KPIs for tracking data quality over time in Ghana.
Defining data ownership and stewardshipDesigning creation and change workflowsDeduplication and record survivorshipValidation rules and reference checksData quality metrics and dashboardsLesson 7Supplier master setup: payment terms, lead times, incoterms, procurement categoriesExplains supplier master setup for procure-to-pay. Covers payment terms, lead times, Incoterms, procurement groups, banking data, and compliance features that affect sourcing, delivery, and invoice handling in local trade.
Capturing supplier identification dataDefining supplier payment termsMaintaining lead times and calendarsConfiguring Incoterms and responsibilitiesAssigning procurement categories and risksLesson 8Pricing and tax configuration: price lists, discounts, tax codes and jurisdictions, tax determination logicFocuses on pricing and tax setup in ERP. Explains price lists, discounts, surcharges, tax codes, jurisdictions, and tax determination logic, including condition techniques and links with external tax tools for Ghana.
Defining base price lists and currenciesConfiguring discounts and surchargesSetting up tax codes and ratesManaging tax jurisdictions and regionsTax determination rules and sequencesLesson 9Master data integration patterns: master data services, APIs, ETL/ESB, middleware mapping and reconciliationDescribes ways to integrate master data across systems. Reviews master data services, APIs, ETL and ESB flows, middleware mapping, reconciliation techniques, and strategies for near real-time and batch syncing in our setups.
Centralized vs federated master dataUsing REST and SOAP master data APIsETL and ESB based data synchronizationMiddleware mapping and transformationReconciliation and exception handling
