Lesson 1Inventory structure: warehouses, storage locations, bins, lot/serial tracking and movement typesThis lesson explains modelling inventory structures within ERP systems. It includes details on warehouses, storage locations, bins, lot and serial number tracking, movement types, and their effects on traceability, capacity handling, and transaction oversight.
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 configurations for materials and products in ERP. It covers units of measure, item categories, procurement types, valuation methods like FIFO, LIFO, weighted average, and attributes influencing planning and costing processes.
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 provides guidance on configuring customer master records in ERP systems. It addresses 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 clarifies how finance master data organises ERP accounting functions. It includes chart of accounts design, external system mappings, default general ledger accounts, posting keys, and fiscal period setups to guarantee compliant and auditable financial 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 overviews primary ERP master data domains and their interconnections. It explains customers, vendors, items, warehouses, locations, and chart of accounts, focusing on data structures, essential attributes, and dependencies across modules.
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 procedures. It covers ownership models, approval workflows, creation and modification controls, deduplication techniques, validation rules, and performance indicators for tracking 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 categoriesThis lesson outlines supplier master configurations for procure-to-pay processes in ERP. It includes payment terms, lead times, Incoterms, procurement categories, banking details, and compliance attributes affecting sourcing, delivery, and invoice 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 logicThis lesson concentrates on pricing and tax setups in ERP systems. It explains price lists, discounts, surcharges, tax codes, jurisdictions, and tax determination logic, incorporating condition techniques and links to external tax calculation 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 lesson describes methods for integrating master data between systems. It reviews master data services, APIs, ETL and ESB processes, middleware mappings, reconciliation approaches, and tactics for near real-time or batch data synchronisation.
Centralized vs federated master dataUsing REST and SOAP master data APIsETL and ESB based data synchronizationMiddleware mapping and transformationReconciliation and exception handling
