Lesson 1Inventory structure: warehouses, storage locations, bins, lot/serial tracking and movement typesExplains modelling inventory in ERP, covering warehouses, storage spots, bins, lot/serial tracking, movement types, and how these affect traceability, capacity, and transaction controls in Kenyan warehouses.
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)Covers item master setup for materials and goods. Includes units of measure, categories, procurement types, valuation like FIFO, LIFO, weighted average, and attributes for 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 proceduresDetails customer master records in ERP, including billing/shipping addresses, credit limits, payment terms, dunning, partner roles, and controls impacting order-to-cash 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 finance master data structuring ERP accounting, covering chart of accounts, external mappings, default G/L accounts, posting keys, and fiscal setups for compliant postings.
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 main ERP master data areas and links. Explains customers, vendors, items, warehouses, locations, chart of accounts, with key attributes and 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 for creation/changes, deduplication, data validation rulesCovers master data governance, ownership models, approval flows, creation/change controls, deduplication, validation rules, and KPIs for tracking 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 categoriesExplains supplier master for procure-to-pay, covering payment terms, lead times, Incoterms, categories, banking info, and compliance details affecting sourcing and invoicing.
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 ERP pricing and tax setup, explaining price lists, discounts, tax codes, jurisdictions, determination logic, condition techniques, and external tax engine links.
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 integrating master data across systems via services, APIs, ETL/ESB, middleware mapping, reconciliation, and strategies for real-time or batch sync in Kenyan setups.
Centralized vs federated master dataUsing REST and SOAP master data APIsETL and ESB based data synchronizationMiddleware mapping and transformationReconciliation and exception handling
