TOTVS Protheus Course

Lesson 1 • Navigating the Protheus Interface

Guides students through menus, toolbars, and workspace layout. Proficiency here accelerates all hands-on exercises in later chapters.

Lesson 2 • User Access and Security Basics

Covers login, user profiles, and permission groups within Protheus. Ensures students operate within proper access boundaries from the start.

Lesson 3 • What Is Protheus ERP

Defines Protheus as an integrated management platform and its role in enterprise operations. Sets context for all subsequent module-level learning.

Lesson 1 • Dictionary Tables and Metadata

Explains SX2, SX3, and related dictionary tables that define fields and tables. Understanding metadata is essential for customisation and troubleshooting.

Lesson 2 • Initial Data Load and Defaults

Demonstrates how to load seed data, default tables, and initial records into a new environment. Prepares the system for module-level configuration in later chapters.

Lesson 3 • Company and Branch Configuration

Defines how companies and branches are structured in Protheus and how to create them. Correct setup here prevents data segregation errors in all modules.

Lesson 4 • Environment and INI File Management

Covers the TOTVS Application Server INI file structure and environment definitions. Proper INI configuration ensures stable multi-environment deployments.

Lesson 1 • Accounts Receivable Management

Teaches customer billing, receipt posting, and ageing analysis. Connects to sales order data introduced in later supply chain chapters.

Lesson 2 • Accounts Payable Fundamentals

Covers supplier invoice entry, payment scheduling, and batch payment processing. Directly applies company and parameter configuration from Chapter 2.

Lesson 3 • Financial Reports and Closing

Guides students through period-end closing procedures and standard financial reports. Ensures data integrity before advancing to accounting integration.

Lesson 1 • Journal Entries and Posting

Covers manual journal entry creation, batch posting, and reversal procedures. Builds on financial transactions recorded in Chapter 3.

Lesson 2 • Chart of Accounts Setup

Defines account structure, account types, and hierarchical groupings in Protheus. A well-designed chart of accounts underpins all financial reporting accuracy.

Lesson 3 • Cost Accounting and Absorption

Introduces product costing methods, overhead absorption, and variance reporting. Connects manufacturing data from later chapters to financial results.

Lesson 4 • Cost Centres and Accounting Entities

Explains cost centre hierarchy, accounting entities, and expense allocation rules. Enables granular profitability analysis by department or project.

Lesson 1 • Inventory Reports and KPIs

Demonstrates stock position, turnover, and reorder point reports. Provides data-driven insights for procurement and production planning decisions.

Lesson 2 • Goods Receipt and Invoice Matching

Explains receiving documents, quality inspection steps, and three-way matching. Triggers accounts payable entries covered in Chapter 3.

Lesson 3 • Inventory Movements and Adjustments

Covers internal transfers, adjustments, and physical inventory counting procedures. Maintains stock accuracy essential for production and sales modules.

Lesson 4 • Purchase Order Management

Teaches purchase request, quotation, and purchase order creation workflows. Integrates with supplier data configured in the financial module.

Lesson 1 • Customer and Price Table Setup

Defines customer master data, payment terms, and price table configuration. Correct setup drives accurate order pricing and credit control.

Lesson 2 • Sales Order Processing

Covers quotation creation, order entry, and approval workflows in the sales module. Connects to inventory availability checked against Chapter 5 stock data.

Lesson 3 • Returns and Credit Management

Covers sales return authorisation, credit note issuance, and stock reintegration. Completes the full order-to-cash cycle with exception handling.

Lesson 4 • Shipping and Delivery Management

Explains picking, packing, and shipment document generation. Triggers inventory deductions and prepares data for invoicing.

Lesson 1 • Quality Control in Production

Covers inspection points, quality lots, and non-conformance recording during production. Ensures product quality data feeds into cost and compliance reporting.

Lesson 2 • Material Requirements Planning

Explains MRP logic, demand sources, and planned order generation in Protheus. Connects sales forecasts and inventory levels to procurement and production.

Lesson 3 • Bill of Materials Configuration

Defines BOM structure, component quantities, and revision control in Protheus. Accurate BOMs are the foundation for material requirements and costing.

Lesson 4 • Work Centres and Routing

Covers work centre setup, capacity definition, and operation routing sequences. Routing data drives scheduling and cost absorption in production.

Lesson 1 • ADVPL Programming Fundamentals

Introduces ADVPL syntax, data types, and control structures used to customise Protheus. Provides the coding foundation for all subsequent customisation topics.

Lesson 2 • Workflow and Approval Automation

Demonstrates workflow engine setup, approval routing, and notification configuration. Automates multi-step business processes across all Protheus modules.

Lesson 3 • Custom Reports with TReport

Covers the TReport framework for building parameterised, printable reports. Connects to data from all previously configured modules.

Lesson 4 • Performance Tuning and Maintenance

Covers index optimisation, log analysis, and scheduled maintenance routines for Protheus. Ensures system stability under production workloads.

Lesson 5 • REST API and External Integration

Teaches Protheus REST API configuration, endpoint consumption, and data exchange with external systems. Enables modern integration patterns for enterprise ecosystems.