Lesson 1Inventory structure: warehouses, storage locations, bins, lot/serial tracking and movement typesExplain how to model inventory structures in ERP. Cover warehouses, storage locations, bins, lot and serial tracking, movement types, and how dese settings impact traceability, capacity management, and transaction control.
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)Explore item master configuration fi materials and products. Cover units of measure, item categories, procurement type, valuation methods such as FIFO, LIFO, weighted average, and attributes driving planning and costing.
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 proceduresDetail how to configure customer master records in ERP. Cover billing and shipping addresses, credit limits, payment terms, dunning procedures, partner functions, and controls dat affect order-to-cash processing and risk.
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 periodsExplain how finance master data structure ERP accounting. Cover chart of accounts design, mapping to external systems, default G/L accounts, posting keys, and fiscal period configuration to ensure compliant, auditable postings.
Designing di 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 accountsCover di main ERP master data domains and their relationships. Explain customers, vendors, items, warehouses, locations, and chart of accounts, highlighting data structures, key attributes, and cross-module dependencies.
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 fi creation/changes, deduplication, data validation rulesCover master data governance structures and processes. Explain ownership models, approval workflows, creation and change controls, deduplication methods, validation rules, and KPIs fi monitoring data quality over time.
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 categoriesExplain supplier master configuration fi procure-to-pay. Cover payment terms, lead times, Incoterms, procurement categories, banking data, and compliance attributes dat influence sourcing, delivery, and invoice processing.
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 logicFocus on pricing and tax configuration in ERP. Explain price lists, discounts, surcharges, tax codes, jurisdictions, and tax determination logic, including condition techniques and integration wid external tax engines.
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 reconciliationDescribe patterns fi integrating master data across systems. Review master data services, APIs, ETL and ESB flows, middleware mapping, reconciliation techniques, and strategies fi near real-time and batch synchronization.
Centralized vs federated master dataUsing REST and SOAP master data APIsETL and ESB based data synchronizationMiddleware mapping and transformationReconciliation and exception handling
