Inventory & Warehousing
ERP Systems & Inventory Data Management
A five-day course on configuring and controlling inventory data inside an ERP system, covering the material master, item coding, units of measure, transactions and postings, planning parameters, valuation, and reporting. Participants learn to eliminate duplicate items and produce reorder signals that work.
Introduction
An ERP system holds the numbers a business runs on, yet most warehouses use only a fraction of what it can do. Items carry duplicated codes, lead times are stale, units of measure conflict, and reports nobody trusts. This ERP Systems & Inventory Data Management Training Course gives ERP users, inventory controllers, and supply chain professionals a structured method to configure, clean, and use inventory data properly. Participants learn how material master records are built, how inventory transactions post to the general ledger, how to design item coding and unit-of-measure rules, and how to build reports and exception alerts that planners act on. Furthermore, the course covers data migration, user roles, and the controls that keep master data reliable.
ERP Systems & Inventory Data Management Course Objectives
- Structure the material master record and define the fields that drive planning and costing.
- Design item coding, classification, and unit-of-measure conversion rules.
- Configure inventory parameters: reorder points, safety stock, lot sizes, and lead times.
- Trace inventory transactions from goods receipt to goods issue and their accounting postings.
- Set up warehouse, storage location, and bin structures inside the ERP.
- Build procurement and replenishment settings that match supplier behaviour.
- Run inventory valuation methods and reconcile stock value with the general ledger.
- Manage master data governance: change requests, approval, and audit trails.
- Design inventory reports, dashboards, and exception alerts for planners and management.
- Plan and execute data migration, cleansing, and validation during an ERP rollout.
Course Methodology
- Facilitated sessions built on real material master records and transaction flows.
- Screen-based walkthroughs of item creation, goods movement, and reporting.
- Case workshops on duplicate items, wrong units of measure, and valuation errors.
- Group exercise on a master data cleansing plan with field-level ownership.
- Simulation of an inventory reconciliation and month-end close.
Who Should Take This Course
- ERP super users and inventory module administrators.
- Inventory controllers and stock analysts.
- Warehouse and stores supervisors using ERP transactions.
- Supply chain and procurement system users.
- Master data and data governance officers.
- Finance and audit staff reviewing stock valuation and postings.
ERP Systems & Inventory Data Management Course Outlines
ERP Structure and the Material Master
- • ERP architecture and how inventory modules connect to finance and procurement.
- • Organisational structures: company, plant, storage location, and bin.
- • Material master record structure and views by department.
- • Fields that drive planning: lead time, lot size, safety stock, and MRP type.
- • Fields that drive costing: price control, valuation class, and standard cost.
- • Item type decisions: stock, non-stock, service, and consumable.
- • Duplicate item identification and consolidation rules.
Item Coding, Classification, and Units of Measure
- • Coding schemes: numeric, alphanumeric, and significant versus non-significant.
- • Naming conventions and description standards.
- • Item classification and group hierarchies for reporting.
- • Base unit of measure and alternate units with conversion factors.
- • Unit-of-measure errors and their effect on stock and cost.
- • Barcode and label integration with the ERP item record.
- • Change control for item descriptions, units, and status.
Inventory Transactions and Accounting Impact
- • Goods receipt, put-away, transfer, and goods issue flows.
- • Movement types and their posting logic.
- • Stock transfers between plants and storage locations.
- • Reservations, backorders, and special stock categories.
- • Physical inventory documents and count adjustment postings.
- • Valuation methods: standard cost, moving average, and FIFO.
- • Month-end reconciliation between stock quantity and stock value.
Planning Settings and Replenishment Configuration
- • MRP type selection and planning parameters per item class.
- • Reorder point planning versus MRP-driven planning.
- • Safety stock, lot sizing, and rounding value settings.
- • Supplier master data: lead times, order multiples, and source lists.
- • Purchase requisition and order automation settings.
- • Consignment stock and vendor-managed inventory configuration.
- • Exception messages and their role in planner action lists.
Data Governance, Reporting, and Migration
- • Master data governance model and field-level ownership.
- • Change request workflow, approval levels, and audit trails.
- • Data quality measurement: completeness, duplication, and accuracy.
- • Standard reports, custom queries, and dashboard design.
- • Exception reporting for negative stock, blocked items, and slow movers.
- • Data migration: extraction, cleansing, validation, and cutover.
- • User roles, authorisation limits, and segregation of duties.
Conclusion
By successfully completing the ERP Systems & Inventory Data Management Training Course, participants will have acquired a solid working knowledge of material master configuration, item coding and unit-of-measure rules, inventory transaction postings, planning parameters, valuation and reconciliation, master data governance, and reporting design. They will leave able to clean and control inventory data, configure replenishment settings that work, and produce reports the business trusts. Gentex Training Center delivers this programme with ERP and inventory practitioners who configure and run these systems in live operations.
FAQs for the ERP Systems & Inventory Data Management course
— What is the "ERP Systems & Inventory Data Management" course about?
It is a five-day programme on configuring and controlling inventory data inside an ERP system. It covers the material master record, item coding and units of measure, inventory transactions and their accounting impact, planning parameters, valuation, master data governance, and reporting.
— What are the key benefits of the "ERP Systems & Inventory Data Management" course?
Participants eliminate duplicate and badly coded items, fix unit-of-measure errors that distort stock and cost, and configure planning settings that produce usable reorder signals. They also gain reports planners trust, cleaner reconciliation at month-end, and migration practice that reduces rollout risk.
— What skills will I gain from the "ERP Systems & Inventory Data Management" course?
You will gain material master and item coding configuration, inventory transaction and accounting posting control, planning parameter and replenishment configuration, and master data governance with reporting and migration management.
— What tools, methods, or standards are covered in the "ERP Systems & Inventory Data Management" course?
The course works with material master views and MRP type settings, item coding schemes with significant and non-significant numbering, base and alternate units of measure with conversion factors, movement types and their posting logic, warehouse and storage bin structures, valuation methods including standard cost and moving average, reorder point and MRP-driven planning, supplier source lists and order multiples, master data change workflows, exception reports, and data migration extraction, cleansing and validation.
— How is the "ERP Systems & Inventory Data Management" course applied in real-world practice?
Teams apply it when creating or cleaning item master records, correcting a unit-of-measure error, setting reorder parameters after a lead time change, reconciling stock value at month-end, and validating data before an ERP go-live. It also guides authorisation setup and exception report design.
Scheduling in Progress | Training Arranged Around Your Needs
Our team can coordinate this program based on available dates and locations. Contact us to explore training options that best fit your needs.
Introduction
An ERP system holds the numbers a business runs on, yet most warehouses use only a fraction of what it can do. Items carry duplicated codes, lead times are stale, units of measure conflict, and reports nobody trusts. This ERP Systems & Inventory Data Management Training Course gives ERP users, inventory controllers, and supply chain professionals a structured method to configure, clean, and use inventory data properly. Participants learn how material master records are built, how inventory transactions post to the general ledger, how to design item coding and unit-of-measure rules, and how to build reports and exception alerts that planners act on. Furthermore, the course covers data migration, user roles, and the controls that keep master data reliable.
ERP Systems & Inventory Data Management Course Objectives
- Structure the material master record and define the fields that drive planning and costing.
- Design item coding, classification, and unit-of-measure conversion rules.
- Configure inventory parameters: reorder points, safety stock, lot sizes, and lead times.
- Trace inventory transactions from goods receipt to goods issue and their accounting postings.
- Set up warehouse, storage location, and bin structures inside the ERP.
- Build procurement and replenishment settings that match supplier behaviour.
- Run inventory valuation methods and reconcile stock value with the general ledger.
- Manage master data governance: change requests, approval, and audit trails.
- Design inventory reports, dashboards, and exception alerts for planners and management.
- Plan and execute data migration, cleansing, and validation during an ERP rollout.
Course Methodology
- Facilitated sessions built on real material master records and transaction flows.
- Screen-based walkthroughs of item creation, goods movement, and reporting.
- Case workshops on duplicate items, wrong units of measure, and valuation errors.
- Group exercise on a master data cleansing plan with field-level ownership.
- Simulation of an inventory reconciliation and month-end close.
Who Should Take This Course
- ERP super users and inventory module administrators.
- Inventory controllers and stock analysts.
- Warehouse and stores supervisors using ERP transactions.
- Supply chain and procurement system users.
- Master data and data governance officers.
- Finance and audit staff reviewing stock valuation and postings.
ERP Systems & Inventory Data Management Course Outlines
ERP Structure and the Material Master
- • ERP architecture and how inventory modules connect to finance and procurement.
- • Organisational structures: company, plant, storage location, and bin.
- • Material master record structure and views by department.
- • Fields that drive planning: lead time, lot size, safety stock, and MRP type.
- • Fields that drive costing: price control, valuation class, and standard cost.
- • Item type decisions: stock, non-stock, service, and consumable.
- • Duplicate item identification and consolidation rules.
Item Coding, Classification, and Units of Measure
- • Coding schemes: numeric, alphanumeric, and significant versus non-significant.
- • Naming conventions and description standards.
- • Item classification and group hierarchies for reporting.
- • Base unit of measure and alternate units with conversion factors.
- • Unit-of-measure errors and their effect on stock and cost.
- • Barcode and label integration with the ERP item record.
- • Change control for item descriptions, units, and status.
Inventory Transactions and Accounting Impact
- • Goods receipt, put-away, transfer, and goods issue flows.
- • Movement types and their posting logic.
- • Stock transfers between plants and storage locations.
- • Reservations, backorders, and special stock categories.
- • Physical inventory documents and count adjustment postings.
- • Valuation methods: standard cost, moving average, and FIFO.
- • Month-end reconciliation between stock quantity and stock value.
Planning Settings and Replenishment Configuration
- • MRP type selection and planning parameters per item class.
- • Reorder point planning versus MRP-driven planning.
- • Safety stock, lot sizing, and rounding value settings.
- • Supplier master data: lead times, order multiples, and source lists.
- • Purchase requisition and order automation settings.
- • Consignment stock and vendor-managed inventory configuration.
- • Exception messages and their role in planner action lists.
Data Governance, Reporting, and Migration
- • Master data governance model and field-level ownership.
- • Change request workflow, approval levels, and audit trails.
- • Data quality measurement: completeness, duplication, and accuracy.
- • Standard reports, custom queries, and dashboard design.
- • Exception reporting for negative stock, blocked items, and slow movers.
- • Data migration: extraction, cleansing, validation, and cutover.
- • User roles, authorisation limits, and segregation of duties.
Conclusion
By successfully completing the ERP Systems & Inventory Data Management Training Course, participants will have acquired a solid working knowledge of material master configuration, item coding and unit-of-measure rules, inventory transaction postings, planning parameters, valuation and reconciliation, master data governance, and reporting design. They will leave able to clean and control inventory data, configure replenishment settings that work, and produce reports the business trusts. Gentex Training Center delivers this programme with ERP and inventory practitioners who configure and run these systems in live operations.
FAQs for the ERP Systems & Inventory Data Management course
— What is the "ERP Systems & Inventory Data Management" course about?
It is a five-day programme on configuring and controlling inventory data inside an ERP system. It covers the material master record, item coding and units of measure, inventory transactions and their accounting impact, planning parameters, valuation, master data governance, and reporting.
— What are the key benefits of the "ERP Systems & Inventory Data Management" course?
Participants eliminate duplicate and badly coded items, fix unit-of-measure errors that distort stock and cost, and configure planning settings that produce usable reorder signals. They also gain reports planners trust, cleaner reconciliation at month-end, and migration practice that reduces rollout risk.
— What skills will I gain from the "ERP Systems & Inventory Data Management" course?
You will gain material master and item coding configuration, inventory transaction and accounting posting control, planning parameter and replenishment configuration, and master data governance with reporting and migration management.
— What tools, methods, or standards are covered in the "ERP Systems & Inventory Data Management" course?
The course works with material master views and MRP type settings, item coding schemes with significant and non-significant numbering, base and alternate units of measure with conversion factors, movement types and their posting logic, warehouse and storage bin structures, valuation methods including standard cost and moving average, reorder point and MRP-driven planning, supplier source lists and order multiples, master data change workflows, exception reports, and data migration extraction, cleansing and validation.
— How is the "ERP Systems & Inventory Data Management" course applied in real-world practice?
Teams apply it when creating or cleaning item master records, correcting a unit-of-measure error, setting reorder parameters after a lead time change, reconciling stock value at month-end, and validating data before an ERP go-live. It also guides authorisation setup and exception report design.
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