Configure ERP Transactions for Business Requirements Training

Objectives:
• Understand the role of ERP systems in business operations
• Identify key business processes supported by ERP
• Recognise the benefits and challenges of ERP implementation
• Define the scope of configuring ERP transactions

Topics:
• Overview of ERP systems
• Business process integration
• Core modules: finance, supply chain, HR, sales
• ERP architecture and data flow
• Transaction processing fundamentals

Objectives:
• Navigate the ERP interface efficiently
• Understand master data concepts
• Create and maintain master data records
• Relate master data to transaction processing

Topics:
• User interface and navigation
• Master data vs. transactional data
• Customer, vendor, and material master records
• Data entry standards and validation
• Data maintenance best practices

Objectives:
• Configure general ledger account structures
• Set up accounts payable and receivable processes
• Define payment terms and conditions
• Implement document types and number ranges

Topics:
• Chart of accounts configuration
• Document control and posting periods
• Accounts payable configuration
• Accounts receivable configuration
• Payment terms and discount settings

Objectives:
• Define procurement processes and document types
• Configure purchase order release strategies
• Set up inventory valuation methods
• Implement goods receipt and invoice receipt transactions

Topics:
• Procurement cycle overview
• Purchase order types and release strategy
• Inventory management configuration
• Valuation methods (FIFO, moving average)
• Goods receipt and invoice verification

Objectives:
• Configure sales document types and item categories
• Set up pricing procedures and condition records
• Define delivery and billing processes
• Implement output determination for documents

Topics:
• Sales order management configuration
• Pricing and condition technique
• Availability check and transfer requirements
• Delivery processing and picking
• Billing and invoicing configuration

Objectives:
• Set up bills of material and routing
• Configure production order types and statuses
• Define capacity planning parameters
• Implement material requirements planning (MRP) transactions

Topics:
• BOM and routing configuration
• Production order creation and release
• Capacity and scheduling settings
• MRP run parameters and evaluation
• Production confirmation and goods issue

Objectives:
• Configure employee master data and organisational structures
• Set up payroll and time management processes
• Define leave and attendance types
• Implement recruitment and personnel development transactions

Topics:
• Organisational management
• Personnel administration configuration
• Payroll schemas and wage types
• Time recording and absence management
• Recruitment and talent management

Objectives:
• Set up project structures and lifecycles
• Configure asset master data and depreciation
• Define project settlement rules
• Implement asset transactions (acquisition, retirement, transfer)

Topics:
• Project definition and WBS elements
• Project budgeting and costing
• Asset class and depreciation key configuration
• Asset acquisition and retirement
• Project settlement and asset reporting

Objectives:
• Understand integration points between modules
• Configure cross-module document flows
• Implement automatic account determination
• Set up intercompany transactions

Topics:
• Integration scenarios: procure-to-pay, order-to-cash
• Account determination for MM-FI and SD-FI
• Intercompany stock transfer and billing
• Cross-module validation and substitution
• Workflow integration

Objectives:
• Configure standard and custom reports
• Set up drill-down and interactive reporting
• Define report variants and output formats
• Implement financial and operational analytics

Topics:
• Report painter and report writer
• Drill-down reporting configuration
• Report variants and selection criteria
• Financial statement versions
• Key performance indicator (KPI) dashboards

Objectives:
• Develop test scripts for transaction scenarios
• Identify and resolve configuration errors
• Perform integration testing
• Document configuration changes and issues

Topics:
• Test planning and script creation
• Unit testing of transactions
• Integration testing across modules
• Error analysis and debugging tools
• Change management and documentation

Objectives:
• Apply all learned skills in a comprehensive configuration project
• Present and defend configuration decisions
• Review key learning outcomes
• Prepare for certification or workplace application

Topics:
• Capstone project: configure a complete business scenario
• Project presentation and peer review
• Best practices and lessons learned
• Certification exam preparation tips
• Course evaluation and next steps