ONF100 (System Basics) Course

Overview

This course provides a comprehensive understanding of key modules in an ERP system, covering core business functions such as Sales, Procurement, Accounting, Warehouse, and User Management. It introduces participants to the system interface, customization options, and critical workflows that enable smooth business operations.

Course Objectives

• Understand the ERP system architecture and navigation.
• Create and manage sales quotations and sales orders.
• Execute procurement and warehouse operations.
• Configure accounting and request management functionalities.
• Manage users and roles effectively.
• Customize system windows as per business requirements.

Course Content

• System Overview
• Sales Quotation
• Sales Order
• Warehouse Management
• Procurement and Warehouse
• Accounting
• Request Management
• Users and Roles
• Window Customization

The Basic Setup Course is designed to provide foundational knowledge and hands-on training on the initial configurations required for successful ERP implementation. This course focuses on essential setups that act as the building blocks for all functional modules, ensuring a consistent and efficient working environment across the system. Participants will learn how to configure system-level and organizational parameters such as tenants, financial years, currencies, users, and roles.

Course Objectives

• Learn to set up the core structure of the ERP system.
• Configure currency, financial year, document types, and roles.
• Understand basic master setups for smooth system operations.

Course Content

• Tenant & Organization Setup
• Warehouse & Locator Setup
• Financial Year & Currency Setup
• Currency Rate Types & Conversion (Manual/Automatic/Cross Rate)
• Document Types & Sequences
• UOM & UOM Conversion
• Product Cost Element
• Accounting Book Setup
• User & Role Setup

Master Data Setup Course (SCM)

Overview

This course covers the essential master data configurations required for smooth business operations across finance, sales, procurement, and inventory modules.

Course Objectives

• Understand and configure key master data elements
• Ensure consistency in financial, product, and partner data
• Set up tax, pricing, and commercial rules

Course Content 

• Business Partner Group, Vendor/Customer Master, Employee Setup
• Payment Terms, Payment Methods, Withholding Tax & Category
• Price List, Discount Setup, Return Rule, Incoterm & Rule Setup
• Tax Class, Category, Region, Rate
• Serial No Control, Lot Master & Control, Product Master
• Attribute Master & Group, Brand Master, Product Category
• Charge Master, Business Partner Mandate
• RMA Type

Procurement Management Course

Overview

The Procurement Management Course is designed to equip participants with a comprehensive understanding of the end-to-end procurement lifecycle within Onfinity system. This course covers various procurement scenarios, from requisition to payment, ensuring accurate and efficient handling of purchasing activities. Participants will gain hands-on experience in managing RFQs (Request for Quotations), POs (Purchase Orders), GRNs (Goods Receipt Notes), AP Invoices, and vendor returns, with a focus on document matching and compliance.

Course Objectives

• Understand the complete procurement flow from requisition to payment.
• Learn to manage RFQs, POs, GRNs, and AP Invoices effectively.
• Perform three-way matching to ensure procurement accuracy.
• Handle advanced scenarios like Blanket POs, Landed Costs, and Vendor Returns.

Course Content

• Request For Quotation (RFQ) to Purchase Order
• Requisition to Purchase Order
• Requisition to RFQ to Purchase Order
• Requisition to Blanket Purchase Order
• Blanket Purchase to Purchase Order
• Direct Purchase Order
• Direct Purchase Order with Expected Landed Cost
• Purchase Order with GRN Confirmation
• Advance Payment Purchase Order
• Vendor Return

Material Management Course

Overview

The Material Management Course provides a detailed understanding of inventory operations and material flow within Onfinity system. This course covers essential transactions such as inventory count, material transfers, assembly/disassembly processes, and inventory use. Participants will learn how to manage inventory carts, track material movements, and perform adjustments with accuracy and control.

Course Objectives

• Learn to manage inventory using carts and scanning devices.
• Understand various material transfer scenarios with and without confirmation.
• Perform inventory counting and usage transactions.
• Execute assembly, disassembly, and reverse assembly operations.

Course Content

• Inventory Count Form
• Inventory Count
• Inventory Use
• Inventory Use against Requisition
• Material Transfer with Confirmation
• Material Transfer without Confirmation
• Material Transfer against Requisition
• Assembly
• Disassembly
• Reverse Assembly

Master Data Setup Course (Finance)

Overview

This course covers the essential master data configurations required for smooth business operations across finance, sales, procurement, and inventory modules.

Course Objectives

• Understand and configure key master data elements
• Ensure consistency in financial, product, and partner data
• Set up tax, pricing, and commercial rules

Course Content 

• Business Partner Group, Vendor/Customer Master, Employee Setup
• Payment Terms, Payment Methods, Withholding Tax & Category
• Price List, Discount Setup, Return Rule, Incoterm & Rule Setup
• Tax Class, Category, Region, Rate
• Serial No Control, Lot Master & Control, Product Master
• Attribute Master & Group, Brand Master, Product Category
• Charge Master, Business Partner Mandate
• RMA Type

Master Data Setup Course (HRM)

Overview

This course focuses on setting up key master data required for managing employee groups, sales representatives, and financial configurations such as payment terms, payment methods, pricing, and tax settings. These setups are foundational for payroll, invoicing, and customer/vendor transactions.

Course Objectives

• Understand the role of master data in HR and finance workflows
• Learn to configure employee-related and financial master data
• Enable accurate transaction processing through proper setup

Course Content 

• Employee Group
• Employee/Sales Representative Setup
• Payment Terms
• Payment Methods
• Price List
• Tax Category
• Tax Rate Setup

Payroll Management Course

Overview

This training module provides a concise overview of essential payroll processes and system functionalities. It covers employee record updates during transfers, promotions, and salary revisions, payroll execution with retry and rollback features, retroactive payroll handling, expense invoice generation, and integration with finance systems. The session ends with practical use of standard payroll reports.

Course Objectives

• Update employee records during transfers, promotions, and salary changes.
• Execute payroll processing with retry and rollback features.
• Manage retroactive payroll adjustments.
• Generate expense invoices and integrate payroll with finance systems.
• Use standard payroll reports for decision-making.

Course Content

• Payroll Processes: Transfers, promotions, and salary updates.
• Payroll Execution: Processing types, retry, and rollback functions.
• Retroactive Payroll: Adjustments after payroll runs.
• Expense Invoices & Integration: Finance system syncing.
• Payroll Reports