Lesson 1Inventory structure: warehouses, storage locations, bins, lot/serial tracking and movement typesThis explains modelling inventory setups in ERP systems. It includes warehouses, storage spots, bins, lot and serial tracking, movement types, and how these affect tracking, capacity, and transaction rules.
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 delves into item master setup for materials and products. It covers units of measure, item types, procurement methods, valuation like FIFO, LIFO, weighted average, and fields 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 details customer master records in ERP. It includes billing and shipping addresses, credit limits, payment terms, dunning steps, 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 periodsThis explains how finance master data shapes ERP accounting. It covers chart of accounts setup, links to external systems, default G/L accounts, posting keys, and fiscal period settings 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 accountsThis covers primary ERP master data areas and their links. It explains customers, vendors, items, warehouses, locations, and chart of accounts, focusing on structures, key fields, 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 addresses master data governance setups and steps. It covers ownership models, approval flows, creation and change controls, deduplication, validation rules, and KPIs to track data quality long-term.
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 explains supplier master setup for procure-to-pay. It includes payment terms, lead times, Incoterms, procurement categories, banking info, and compliance fields 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 focuses on pricing and tax setup in ERP. It covers price lists, discounts, surcharges, tax codes, jurisdictions, and tax logic, including condition methods and links to external tax tools.
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 describes ways to integrate master data across systems. It reviews master data services, APIs, ETL and ESB processes, middleware mapping, reconciliation, and strategies for real-time or batch syncing.
Centralised vs federated master dataUsing REST and SOAP master data APIsETL and ESB based data synchronisationMiddleware mapping and transformationReconciliation and exception handling
