ERP Training Course

Lesson 1 • What Is an ERP System

Defines ERP, its evolution from standalone software, and its role in unifying business processes. Establishes the conceptual baseline for all subsequent chapters.

Lesson 2 • Key Stakeholders and User Roles

Identifies the people involved in ERP ecosystems, from end users to system administrators. Sets expectations for role-based access and responsibilities explored in later chapters.

Lesson 3 • ERP Architecture and Components

Explains the technical layers of an ERP system, including database, application, and presentation tiers. Connects architecture knowledge to module behavior covered later.

Lesson 4 • ERP Deployment Models

Compares on-premise, cloud, and hybrid deployment options and their trade-offs. Prepares students to evaluate deployment decisions in later implementation chapters.

Lesson 1 • Searching and Filtering Records

Teaches basic and advanced search techniques, filters, and saved queries. Efficient record retrieval is essential for all transactional work covered in later chapters.

Lesson 2 • Logging In and System Access

Covers authentication methods, user credentials, and initial login procedures. Ensures students can securely access the system before performing any transactions.

Lesson 3 • Dashboard and Home Screen Layout

Explains the default dashboard, widget areas, and quick-access panels. Students learn to orient themselves and locate key information at a glance.

Lesson 4 • Personalizing the User Workspace

Shows how to customize layouts, favorites, and display preferences to improve efficiency. Personalization reduces navigation time and supports role-specific workflows.

Lesson 1 • Bank Reconciliation and Cash Management

Demonstrates how to reconcile bank statements with ERP records and manage cash positions. Accurate reconciliation ensures financial data integrity across modules.

Lesson 2 • Chart of Accounts and General Ledger

Explains the structure of the chart of accounts and how journal entries flow into the general ledger. This foundation supports all financial reporting and reconciliation tasks.

Lesson 3 • Financial Reporting and Period Close

Guides students through generating balance sheets, income statements, and executing period-end close. Reporting skills tie together all financial transactions processed in the module.

Lesson 4 • Accounts Payable Processing

Covers vendor invoice entry, approval workflows, and payment processing. Students gain skills to manage the full payable cycle from receipt to payment.

Lesson 1 • Employee Master Data Management

Covers creating and maintaining employee records, including personal, job, and compensation data. Accurate master data is the foundation for all HR and payroll transactions.

Lesson 2 • Recruitment and Onboarding Workflows

Explains how ERP supports job requisitions, applicant tracking, and onboarding task management. Streamlined onboarding reduces time-to-productivity for new hires.

Lesson 3 • Time and Attendance Tracking

Teaches time entry methods, absence management, and schedule configuration. Accurate time data feeds directly into payroll calculations covered in the next section.

Lesson 4 • Payroll Processing and Calculations

Walks through payroll run setup, earnings and deduction configuration, and payroll execution. Students learn to validate results and correct errors before finalizing pay.

Lesson 1 • Inventory Valuation and Costing

Explains costing methods such as standard cost, moving average, and FIFO and their ERP configuration. Valuation accuracy is critical for financial reporting and margin analysis.

Lesson 2 • Inventory Master Data and Warehousing

Explains item master setup, warehouse structure, and storage location configuration. Proper master data ensures accurate stock tracking across all locations.

Lesson 3 • Procurement and Purchase Orders

Covers the full purchase order lifecycle from requisition to goods receipt. Procurement accuracy directly affects inventory levels and financial commitments.

Lesson 4 • Replenishment and Demand Planning

Covers reorder point logic, safety stock settings, and basic demand forecasting tools. Effective replenishment prevents stockouts and excess inventory costs.

Lesson 1 • Customer Master and Pricing Setup

Explains customer record creation, credit limits, and price list configuration. Accurate customer and pricing data ensures correct order processing downstream.

Lesson 2 • Delivery and Shipping Processing

Teaches outbound delivery creation, picking, packing, and shipment confirmation. Delivery accuracy directly impacts customer satisfaction and inventory accuracy.

Lesson 3 • Sales Reporting and Performance Analysis

Guides students through sales dashboards, order backlog reports, and customer profitability analysis. Reporting enables data-driven decisions on pricing and customer strategy.

Lesson 4 • Billing and Invoice Generation

Demonstrates how to generate customer invoices, apply credit memos, and post revenue. Billing accuracy closes the order-to-cash cycle and feeds accounts receivable.

Lesson 1 • User Roles and Security Configuration

Explains role-based access control, permission sets, and segregation of duties principles. Proper security configuration protects data integrity and supports audit compliance.

Lesson 2 • System Settings and Global Parameters

Covers company-level settings, fiscal year definition, and global control parameters. These settings govern system behavior across all modules and must be set correctly first.

Lesson 3 • Custom Fields and Form Modifications

Shows how to add custom fields, modify form layouts, and create user-defined tables. Customization extends ERP functionality while keeping upgrades manageable.

Lesson 4 • Configuration Testing and Transport

Covers testing configuration changes in a sandbox environment and transporting them to production. Structured testing prevents configuration errors from disrupting live operations.

Lesson 1 • Predictive Analytics and Trend Analysis

Introduces trend analysis, forecasting models, and predictive features available within or connected to the ERP. Forward-looking analytics shift ERP use from reactive to strategic.

Lesson 2 • Standard vs. Custom Report Design

Compares built-in report templates with custom report builders and their appropriate use cases. Understanding both options allows students to choose the most efficient reporting path.

Lesson 3 • Data Export and Integration with Analytics Tools

Explains exporting ERP data to spreadsheets, BI platforms, and data warehouses. Integration with external tools extends analytical depth beyond native ERP capabilities.

Lesson 4 • Presenting ERP Insights to Leadership

Covers structuring data narratives, selecting visualizations, and communicating findings to executives. Effective presentation translates ERP data into decisions that drive business value.