Lesson 1Inventory structure: warehouses, storage locations, bins, lot/serial tracking and movement typesExplains how to model inventory structures in ERP. Covers warehouses, storage locations, bins, lot and serial tracking, movement types, and how these settings impact traceability, capacity management, and transaction control in local 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)Explores item master configuration for materials and products. Covers units of measure, item categories, procurement type, valuation methods such as FIFO, LIFO, weighted average, and attributes driving planning and costing in SA.
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 configure customer master records in ERP. Covers billing and shipping addresses, credit limits, payment terms, dunning procedures, partner functions, and controls that affect order-to-cash processing and risk in South Africa.
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 master data structures ERP accounting. Covers chart of accounts design, mapping to external systems, default G/L accounts, posting keys, and fiscal period configuration to ensure compliant, auditable postings in SA.
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 the main ERP master data domains and their relationships. Explains customers, vendors, items, warehouses, locations, and chart of accounts, highlighting data structures, key attributes, and cross-module dependencies in local setups.
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 structures and processes. Explains ownership models, approval workflows, creation and change controls, deduplication methods, validation rules, and KPIs for monitoring data quality over time in South African firms.
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 configuration for procure-to-pay. Covers payment terms, lead times, Incoterms, procurement categories, banking data, and compliance attributes that influence sourcing, delivery, and invoice processing in SA.
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 pricing and tax configuration in ERP. Explains price lists, discounts, surcharges, tax codes, jurisdictions, and tax determination logic, including condition techniques and integration with external tax engines for South Africa.
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 patterns for integrating master data across systems. Reviews master data services, APIs, ETL and ESB flows, middleware mapping, reconciliation techniques, and strategies for near real-time and batch synchronisation in local environments.
Centralised vs federated master dataUsing REST and SOAP master data APIsETL and ESB based data synchronisationMiddleware mapping and transformationReconciliation and exception handling
