Lesson 1Inventory structure: warehouses, storage locations, bins, lot/serial tracking and movement typesThis lesson explains modelling inventory structures in ERP systems. It includes warehouses, storage locations, bins, lot and serial tracking, movement types, and their effects on traceability, capacity management, and transaction controls.
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)This lesson delves into item master configuration for materials and products. It covers units of measure, item categories, procurement types, valuation methods 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 proceduresThis lesson details configuring customer master records in ERP. It includes billing and shipping addresses, credit limits, payment terms, dunning procedures, partner functions, and controls impacting order-to-cash processes 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 periodsThis lesson explains how finance master data structures ERP accounting. It covers chart of accounts design, external system mapping, default G/L accounts, posting keys, and fiscal period setup for compliant and auditable 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 accountsThis lesson covers primary ERP master data domains and their interconnections. It explains customers, vendors, items, warehouses, locations, and chart of accounts, focusing on data structures, 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 rulesThis lesson addresses master data governance frameworks and processes. It includes ownership models, approval workflows, creation and change controls, deduplication techniques, validation rules, and KPIs for ongoing data quality monitoring.
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 categoriesThis lesson explains supplier master configuration for procure-to-pay processes. It covers payment terms, lead times, Incoterms, procurement categories, banking details, and compliance attributes affecting sourcing, delivery, 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 logicThis lesson focuses on pricing and tax setup in ERP systems. It explains price lists, discounts, surcharges, tax codes, jurisdictions, and determination logic, including condition techniques and external tax engine integration.
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 reconciliationThis lesson describes integration patterns for master data across systems. It reviews master data services, APIs, ETL and ESB flows, middleware mapping, reconciliation methods, and strategies for real-time and batch synchronisation.
Centralized vs federated master dataUsing REST and SOAP master data APIsETL and ESB based data synchronizationMiddleware mapping and transformationReconciliation and exception handling
