Lesson 1Inventory structure: warehouses, storage locations, bins, lot/serial tracking and movement typesExplains how to model stock setups in ERP. Covers warehouses, storage spots, bins, lot and serial tracking, movement types, and how these settings hit tracking, space handling, and deal control.
Defining warehouses and under-warehousesSetting storage spots and areasSetting up storage bins and bin typesLot and batch tracking setupSerial number tracking and rulesLesson 2Item master details: units of measure, item categories, procurement type, valuation method (FIFO, LIFO, weighted average)Looks at item main setup for goods and products. Covers measure units, item groups, getting type, value ways like FIFO, LIFO, weighted average, and parts driving planning and costing.
Base and other measure unitsItem groups and use controlsGetting type and source flagsValue ways: FIFO, LIFO, averagePlanning, costing, and MRP key fieldsLesson 3Customer master setup: billing/shipping addresses, credit limits, payment terms, dunning proceduresDetails how to set customer main records in ERP. Covers bill and ship addresses, credit limits, pay terms, dunning steps, partner jobs, and controls that hit order-to-cash handling and risk.
Structuring bill and ship addressesDefining customer pay termsSetting and watching credit limitsSetting dunning levels and feesCustomer partner roles and ordersLesson 4Finance master: chart of accounts mapping, default GL accounts, posting keys and fiscal periodsExplains how finance main data builds ERP counting. Covers accounts chart making, mapping to outside systems, default G/L accounts, posting keys, and fiscal time setup to make sure rule-following, checkable postings.
Making the ERP accounts chartMapping accounts to old systemsSetting default G/L accountsDefining posting keys and controlsSetting fiscal year changes and timesLesson 5Core master data domains: customers, vendors, items/products, warehouses, locations, chart of accountsCovers the main ERP main data areas and their links. Explains customers, sellers, items, warehouses, spots, and accounts chart, showing data builds, key parts, and cross-part needs.
Customer main core partsSeller main core partsItem and product main buildsWarehouse and spot main dataAccounts chart as core areaLesson 6Master data governance: ownership, workflows for creation/changes, deduplication, data validation rulesCovers main data rule builds and steps. Explains own models, okay steps, make and change controls, no-dupe ways, check rules, and KPIs for watching data good over time.
Defining data own and careMaking make and change stepsNo-dupe and record liveCheck rules and ref checksData good measures and boardsLesson 7Supplier master setup: payment terms, lead times, incoterms, procurement categoriesExplains seller main setup for get-to-pay. Covers pay terms, lead times, Incoterms, get groups, bank data, and rule parts that hit getting, giving, and bill handling.
Catching seller ID dataDefining seller pay termsKeeping lead times and timesSetting Incoterms and jobsGiving get groups and risksLesson 8Pricing and tax configuration: price lists, discounts, tax codes and jurisdictions, tax determination logicLooks at price and tax setup in ERP. Explains price lists, cuts, extra, tax codes, areas, and tax find logic, including state ways and join with outside tax tools.
Defining base price lists and moneysSetting cuts and extrasSetting up tax codes and ratesHandling tax areas and partsTax find rules and ordersLesson 9Master data integration patterns: master data services, APIs, ETL/ESB, middleware mapping and reconciliationDescribes ways for joining main data across systems. Looks at main data services, APIs, ETL and ESB flows, middle map, fix ways, and plans for near real-time and batch match.
Central vs spread main dataUsing REST and SOAP main data APIsETL and ESB data matchMiddle map and changeFix and outside handling
