TOTVS RM Course

Lesson 1 • Platform Architecture and Components

Explains the technical structure of RM, including its layered architecture and integration points. Provides the mental model needed for all subsequent modules.

Lesson 2 • User Profiles and Access Control

Defines how roles and permissions govern system access. Establishes security awareness critical for all subsequent configuration tasks.

Lesson 3 • Navigating the RM Interface

Guides users through menus, toolbars, and workspace layouts. Builds confidence in daily navigation before module-specific tasks are introduced.

Lesson 4 • System Configuration Basics

Introduces global parameters and company setup required before any module can operate. Directly enables hands-on practice in later chapters.

Lesson 1 • Accounts Receivable Management

Teaches customer billing, receipt registration, and aging analysis. Connects receivable processes to cash flow visibility.

Lesson 2 • Bank and Cash Management

Covers bank account registration, reconciliation, and daily cash position monitoring. Ensures accurate liquidity tracking across the organization.

Lesson 3 • Financial Reporting and Analysis

Produces standard financial reports including DRE, balance summaries, and cash flow statements. Connects data entry to management decision support.

Lesson 4 • Period Closing Procedures

Executes month-end and year-end closing routines within RM Financeiro. Ensures data integrity and compliance with accounting period rules.

Lesson 1 • Cost Center and Accounting Entity Setup

Configures cost centers and accounting entities for multi-dimensional reporting. Enables departmental and project-level financial analysis.

Lesson 2 • Journal Entry and Posting

Covers manual and automatic journal entry creation, validation, and posting. Directly feeds the general ledger used in all financial reports.

Lesson 3 • Financial Statement Generation

Produces balance sheets, income statements, and cash flow reports from posted data. Validates accounting accuracy through standard statutory outputs.

Lesson 4 • Tax Accounting Configuration

Sets up tax codes, calculation rules, and fiscal obligations within the accounting module. Ensures regulatory compliance in all posted transactions.

Lesson 1 • Payroll Events and Calculation Tables

Defines earnings, deductions, and calculation formulas used in payroll processing. Directly determines payroll accuracy and regulatory compliance.

Lesson 2 • HR Compliance Reporting

Generates mandatory workforce and payroll reports required by labor regulations. Validates data completeness before statutory submission deadlines.

Lesson 3 • Employee Registration and Records

Captures all employee master data required for payroll and HR processes. Establishes the data foundation for every subsequent HR function.

Lesson 4 • Benefits and Leave Management

Configures employee benefits, vacation accrual, and leave tracking within RM Labore. Ensures accurate benefit costs and legal leave entitlements.

Lesson 1 • Product and Warehouse Registration

Registers products, units of measure, and warehouse locations as master data. Provides the catalog foundation for all inventory transactions.

Lesson 2 • Inventory Movement and Control

Records stock entries, exits, transfers, and adjustments with full traceability. Maintains accurate inventory balances for financial and operational reporting.

Lesson 3 • Inventory Valuation Methods

Applies costing methods such as average cost and FIFO to inventory balances. Ensures consistent product valuation aligned with accounting policies.

Lesson 4 • Purchase Order Management

Creates, approves, and tracks purchase orders through receipt confirmation. Connects procurement requests to inventory replenishment and payable generation.

Lesson 1 • Budget and Cost Planning

Allocates budgets to project phases and links cost centers to project activities. Enables variance analysis between planned and actual project expenditure.

Lesson 2 • Project Progress Monitoring

Tracks physical progress, cost consumption, and schedule adherence in real time. Provides the visibility needed for corrective action before budget overruns occur.

Lesson 3 • Project Closing and Lessons Learned

Executes project closure routines, finalizes costs, and archives project data. Ensures financial reconciliation and knowledge capture for future projects.

Lesson 4 • Project Structure and Planning

Defines project hierarchy, work breakdown structure, and milestone scheduling. Establishes the planning framework that drives all project cost and resource tracking.

Lesson 1 • Cross-Module Integration Configuration

Links financial, HR, inventory, and project modules to eliminate duplicate data entry. Demonstrates how integrated workflows reduce errors and processing time.

Lesson 2 • External System Connectivity

Connects RM to external platforms such as banking portals, e-invoicing systems, and BI tools. Expands RM's operational reach beyond its native boundaries.

Lesson 3 • Integration Monitoring and Troubleshooting

Monitors integration job status, interprets error logs, and applies corrective actions. Ensures continuous and reliable data exchange across all connected systems.

Lesson 4 • RM Integration Framework Overview

Explains the native integration architecture including APIs, web services, and data connectors. Sets the conceptual foundation for all integration configuration tasks.

Lesson 1 • Custom Fields and Screen Personalization

Adds custom fields, modifies screen layouts, and creates user-defined tabs without coding. Adapts RM to unique organizational data capture requirements.

Lesson 2 • Performance Tuning and Database Maintenance

Applies indexing strategies, query optimization, and scheduled maintenance routines to sustain system performance. Prevents degradation in high-volume production environments.

Lesson 3 • Advanced User and Role Management

Designs complex permission structures, delegation rules, and audit-ready access controls. Extends basic access setup to enterprise-scale governance requirements.

Lesson 4 • Workflow and Approval Engine

Builds automated approval workflows using RM's native workflow engine. Reduces manual intervention and enforces business rules across all modules.