Lesson 1Stock Structure: Warehouses, Storage Spots, Bins, Lot/Serial Tracking and Move TypesExplains how to model stock structures in ERP. Covers warehouses, storage spots, bins, lot and serial tracking, move types, and how these settings hit tracking, space handling, and deal control in our local trade.
Defining warehouses and under-warehousesSetting storage spots and areasSetting up storage bins and bin typesLot and group tracking setupSerial number tracking and rulesLesson 2Item Main Details: Units of Measure, Item Groups, Buying Type, Value Method (FIFO, LIFO, Weighted Average)Looks into item main setup for goods and products. Covers units of measure, item groups, buying type, value ways like FIFO, LIFO, weighted average, and parts driving planning and costing for us.
Base and other units of measureItem groups and use controlsBuying type and source flagsValue ways: FIFO, LIFO, averagePlanning, costing, and MRP key fieldsLesson 3Customer Main Setup: Billing/Shipping Addresses, Credit Limits, Payment Terms, Dunning StepsDetails how to set customer main records in ERP. Covers billing and shipping addresses, credit limits, payment terms, dunning steps, partner jobs, and controls that hit order-to-cash handling and risk in Liberia.
Structuring billing and shipping addressesDefining customer payment termsSetting and watching credit limitsSetting dunning levels and feesCustomer partner roles and ordersLesson 4Finance Main: Chart of Accounts Mapping, Default GL Accounts, Posting Keys and Fiscal TimesExplains how finance main data builds ERP counting. Covers chart of accounts 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 chart of accountsMapping accounts to old systemsSetting default G/L accountsDefining posting keys and controlsSetting fiscal year changes and timesLesson 5Core Main Data Areas: Customers, Suppliers, Items/Products, Warehouses, Spots, Chart of AccountsCovers the main ERP main data areas and their links. Explains customers, suppliers, items, warehouses, spots, and chart of accounts, showing data builds, key parts, and cross-part needs for local business.
Customer main core partsSupplier main core partsItem and product main buildsWarehouse and spot main dataChart of accounts as core areaLesson 6Main Data Ruling: Ownership, Workflows for Making/Changes, No-Doubles, Data Check RulesCovers main data ruling builds and steps. Explains ownership models, okay workflows, making and change controls, no-double ways, check rules, and measures for watching data good over time in our firms.
Defining data ownership and careMaking making and change workflowsNo-doubling and record livingCheck rules and ref checksData good measures and boardsLesson 7Supplier Main Setup: Payment Terms, Lead Times, Incoterms, Buying GroupsExplains supplier main setup for buy-to-pay. Covers payment terms, lead times, Incoterms, buying groups, bank data, and rule parts that sway sourcing, delivery, and bill handling in Liberia.
Catching supplier ID dataDefining supplier payment termsKeeping lead times and calendarsSetting Incoterms and dutiesGiving buying groups and risksLesson 8Price and Tax Setup: Price Lists, Discounts, Tax Codes and Areas, Tax Find LogicFocuses on price and tax setup in ERP. Explains price lists, discounts, extras, tax codes, areas, and tax find logic, including condition ways and join with outside tax tools for our market.
Defining base price lists and moneysSetting discounts and extrasSetting up tax codes and ratesHandling tax areas and regionsTax find rules and ordersLesson 9Main Data Join Ways: Main Data Services, APIs, ETL/ESB, Middle Mapping and MatchingDescribes ways for joining main data across systems. Reviews main data services, APIs, ETL and ESB flows, middle mapping, matching ways, and plans for near real-time and group sync in local setups.
Centered vs spread main dataUsing REST and SOAP main data APIsETL and ESB based data syncMiddle mapping and changeMatching and outside handling