TOTVS ERP Training Course

Lesson 1 • Module Interdependencies and Data Flow

Maps how transactions in one module trigger records in others. Provides the mental model needed for all subsequent module-specific chapters.

Lesson 2 • Navigating the TOTVS Interface

Teaches menu structures, toolbars, and shortcut keys within the TOTVS environment. Enables efficient daily navigation from the first login.

Lesson 3 • User Profiles and Access Control

Defines role-based access, permission groups, and user creation workflows. Ensures students understand security governance before touching live data.

Lesson 4 • TOTVS ERP Overview and Market Position

Covers TOTVS history, product portfolio, and target industries. Establishes context for why ERP systems drive operational efficiency.

Lesson 1 • Chart of Accounts and Cost Centers

Builds the financial structure used across accounting, budgeting, and reporting modules. Proper hierarchy design prevents reclassification work later.

Lesson 2 • Master Data Quality and Governance

Introduces duplicate detection, mandatory field enforcement, and periodic data audits. Clean master data is the prerequisite for reliable reporting.

Lesson 3 • Product and Item Catalog Setup

Defines product groups, units of measure, and pricing tables within the item master. Correct item setup drives accurate inventory and costing calculations.

Lesson 4 • Organizational Structure Configuration

Sets up branches, warehouses, and business units within TOTVS. Organizational structure controls data segregation and consolidation rules.

Lesson 1 • Bank Reconciliation and Cash Management

Reconciles bank statements against TOTVS cash accounts and manages petty cash. Accurate cash positions support treasury decision-making.

Lesson 2 • Accounts Receivable and Collections

Manages customer billing, receipt posting, and overdue collection workflows. Timely receivables management directly impacts working capital.

Lesson 3 • General Ledger and Journal Entries

Explains manual journal creation, recurring entries, and ledger balancing procedures. The general ledger is the authoritative record for all financial reporting.

Lesson 4 • Financial Reporting and Period Close

Generates balance sheets, income statements, and cash flow reports within TOTVS. Period-close checklists ensure completeness before locking accounting periods.

Lesson 1 • Procurement Analytics and Supplier Performance

Analyzes spend by category, supplier, and period using TOTVS procurement reports. Performance metrics guide supplier development and contract renegotiation.

Lesson 2 • Supplier Quotation and Selection

Manages request-for-quotation issuance, comparative analysis, and supplier award. Structured quotation processes reduce procurement costs and bias.

Lesson 3 • Three-Way Matching and Invoice Approval

Validates supplier invoices against POs and goods receipts before payment release. Three-way matching prevents overpayment and unauthorized purchases.

Lesson 4 • Purchase Order Creation and Management

Generates purchase orders from approved requisitions or quotations and tracks delivery. PO management ensures contractual terms are enforced automatically.

Lesson 1 • Inventory Reporting and Valuation

Produces stock position, turnover, and aging reports tied to financial valuation. Inventory reports feed purchasing decisions and financial disclosures.

Lesson 2 • Inventory Setup and Parameters

Configures valuation methods, stock types, and replenishment parameters. Correct setup determines how costs flow to the financial module automatically.

Lesson 3 • Goods Receipt and Supplier Returns

Processes purchase order receipts, quality inspection holds, and supplier return notes. Each receipt updates inventory balances and triggers payables entries.

Lesson 4 • Physical Inventory Count and Adjustment

Guides cycle count scheduling, count sheet generation, and variance adjustment posting. Regular counts maintain inventory accuracy and support audit requirements.

Lesson 1 • Customer Invoicing and Revenue Recognition

Generates invoices from delivery confirmations and posts revenue to the general ledger. Correct revenue posting aligns sales records with financial statements.

Lesson 2 • Sales Quotation and Pricing Configuration

Builds price tables, discount structures, and validity rules for customer quotations. Accurate pricing configuration prevents margin erosion at order entry.

Lesson 3 • Sales Order Entry and Confirmation

Converts approved quotations to sales orders and triggers inventory reservation. Order confirmation initiates the fulfillment and invoicing pipeline.

Lesson 4 • Shipping, Delivery, and Returns

Manages picking lists, shipping documents, and customer return authorizations. Accurate shipping records ensure invoicing matches physical goods dispatched.

Lesson 1 • Payroll Calculation and Processing

Runs payroll calculation engines, reviews earnings and deductions, and generates payslips. Payroll accuracy is critical for employee trust and regulatory compliance.

Lesson 2 • Time and Attendance Management

Configures work schedules, absence types, and time clock integration. Accurate time data feeds directly into payroll calculation and labor cost reporting.

Lesson 3 • Employee Record and Onboarding Setup

Creates employee profiles, contract types, and organizational assignments in TOTVS. Complete employee records are the foundation for accurate payroll and HR reporting.

Lesson 4 • Benefits and Compensation Management

Manages benefit plans, allowances, and salary revision workflows within TOTVS. Structured compensation management ensures equitable and auditable pay practices.

Lesson 1 • System Administration and Performance Tuning

Manages database maintenance, log monitoring, and performance optimization tasks. Proactive administration prevents downtime and sustains system responsiveness.

Lesson 2 • Workflow Automation and Business Rules

Configures approval flows, alert triggers, and conditional business rules within TOTVS. Automated workflows reduce manual intervention and enforce process compliance.

Lesson 3 • Custom Report Building with TOTVS Tools

Uses TOTVS reporting tools to design parameterized, cross-module reports. Custom reports answer business questions not covered by standard system outputs.

Lesson 4 • API and Third-Party System Integration

Configures REST API connections, data mapping, and error handling for external systems. Integration competency enables TOTVS to operate within broader technology ecosystems.