SCM Course

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

Sales Management Course

Overview

The Sales Management Course is designed to provide participants with a comprehensive understanding of the end-to-end sales lifecycle within the Onfinity system. This course covers various sales scenarios, from quotation to invoicing, ensuring accurate and efficient handling of customer orders. Participants will gain hands-on experience in managing Sales Quotations, Sales Orders, Blanket Sales Orders, Delivery Orders, AR Invoices, and Customer RMAs, with a focus on document flow and operational accuracy.

• Understand the complete sales flow from quotation to invoicing.
• Learn to manage Sales Quotations, Sales Orders, Blanket Sales Orders, and Delivery Orders effectively.
• Perform accurate document transitions to ensure fulfillment and billing.
• Handle advanced scenarios like Blanket Sales Orders, RMAs, and Drop Shipments.

Course Content

Sales Quotation to Sales Order (SO)

• Create a Sales Quotation.
• Convert the quotation into a Sales Order.
• Generate and confirm the Delivery Order to ensure complete item delivery.
• Create the AR Invoice using the "Create Lines From" button in the AR Invoice screen.

Sales Quotation to Blanket Sales Order (BSO)

• Create a Sales Quotation.
• Convert the quotation into a Blanket Sales Order.
• Release a Sales Order from the Blanket Sales Order.
• Generate and confirm the Delivery Order.
• Create the AR Invoice using the "Generate Invoice Process" button in the Delivery Order screen.

Blanket Sales Order to Sales Order

• Create a Blanket Sales Order.
• Release a Sales Order from the Blanket Sales Order.
• Generate the Delivery Order
• Create the AR Invoice using the "Generate Invoice (Manual)" option.

Sales Order

• Create a Sales Order.
• Generate the Delivery Order.
• Create the AR Invoice using the "Create Lines From" button.

Customer RMA (Return Merchandise Authorization)

• Create a Customer RMA against the Sales Order and Delivery Order.
• Generate the Customer Return document.
• Create the AR Credit Memo Invoice using the "Create Lines From" button.

Drop Shipment

• Create a Drop Shipment Sales Order.
• Generate corresponding Purchase Order from the Sales Order linked as drop shipment.
• Confirm the delivery order directly from the Goods Receipt Note.