Lesson 1Inventory structure: warehouses, storage locations, bins, lot/serial tracking and movement typesExplains how to shape stock setups in ERP. Covers storehouses, storage spots, bins, lot and serial following, movement kinds, and how these choices affect tracking, capacity handling, and deal 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)Looks at item main setup for materials and goods. Covers measure units, item groups, getting type, value ways like FIFO, LIFO, weighted average, and traits 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 proceduresDetails how to set up customer main records in ERP. Covers billing and shipping places, credit bounds, payment terms, dunning steps, partner roles, and controls affecting order-to-cash 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 periodsExplains how finance main data shapes ERP accounting. Covers account chart design, linking to outside systems, default G/L accounts, posting keys, and fiscal time setup for right, checkable 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 main data areas and their links. Explains customers, sellers, items, storehouses, places, and account chart, showing data shapes, key traits, and cross-part needs.
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 main data guiding structures and steps. Explains ownership ways, approval flows, making and change controls, removing doubles, check rules, and measures for watching 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 main setup for buy-to-pay. Covers payment terms, lead times, Incoterms, getting groups, bank data, and rule traits affecting sourcing, delivery, and bill handling.
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 price and tax setup in ERP. Explains price lists, cuts, extras, tax codes, areas, and tax finding logic, including condition ways and linking with outside 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 reconciliationDescribes ways to link main data across systems. Reviews main data services, APIs, ETL and ESB flows, middle linking, fixing ways, and plans for near real-time and batch matching.
Centralized vs federated master dataUsing REST and SOAP master data APIsETL and ESB based data synchronizationMiddleware mapping and transformationReconciliation and exception handling
