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ERP: Fundamentals Course Overview

ERP: Fundamentals Course Overview

The ERP: Fundamentals course is designed to equip learners with a solid understanding of Enterprise Resource Planning (ERP) systems, with a specific focus on NetSuite. This course is ideal for professionals who aim to align their businesses with modern ERP solutions for improved efficiency and data management.

Module 1 provides an introduction on how NetSuite can be tailored to fit business needs, basic system navigation, understanding account configurations, NetSuite’s data model, roles and permissions, and initial finance and accounting setup. Module 2 delves into the design-to-build process, including item master creation, pricing, inventory management, and the order-to-cash and return-to-credit cycles. Module 3 covers the procure-to-pay workflow, fixed asset management, return-to-debit processes, financial tools, strategies for user adoption, and additional access and functionality within NetSuite.

By the end of the course, learners will have a comprehensive grasp of NetSuite ERP solutions, providing a foundation to improve business processes and decision-making.

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Course Prerequisites

To ensure that participants can successfully engage with and benefit from the ERP: Fundamentals course, the following minimum prerequisites are recommended:


  • Basic understanding of business processes: Familiarity with common business concepts and processes, particularly in areas such as finance, accounting, inventory management, and sales, will help contextualize the ERP system's functions and features.
  • Computer literacy: Comfort with using computers, navigating software interfaces, and comprehending basic software operations is essential since the course will involve hands-on activities within the ERP system.
  • Analytical skills: Ability to analyze and interpret business data can enhance the learning experience, as the course will cover various aspects of the NetSuite data model and reporting.
  • Problem-solving aptitude: A knack for troubleshooting and problem-solving will be beneficial, as the course may involve understanding how to configure and customize the ERP system to meet specific business needs.
  • Communication skills: As ERP systems often require collaboration across different departments, good communication skills can help in understanding and discussing role-specific functions and permissions within NetSuite.
  • No prior knowledge of ERP systems is required; however, any previous experience with ERP software or NetSuite specifically could be advantageous but is not mandatory.

This course is designed to be approachable for those new to ERP systems while still providing valuable insights for those with some prior experience.


Target Audience for ERP: Fundamentals

  1. The ERP: Fundamentals course is ideal for professionals seeking to master NetSuite for enhanced business operations and financial management.


  • ERP Consultants
  • NetSuite Administrators
  • Business Analysts
  • Financial Analysts
  • Accountants and Finance Professionals
  • Operations Managers
  • IT Managers
  • Project Managers
  • System Integrators
  • Application Developers
  • Supply Chain Specialists
  • Inventory Managers
  • Procurement Specialists
  • Asset Managers
  • End Users of NetSuite ERP software
  • Individuals aiming for a career in ERP systems


Learning Objectives - What you will Learn in this ERP: Fundamentals?

Introduction to Learning Outcomes and Concepts Covered:

The ERP: Fundamentals course is designed to provide a comprehensive understanding of NetSuite's capabilities, navigation, configuration, and core functions to align with your business processes.

Learning Objectives and Outcomes:

  • Understand how NetSuite’s suite of applications fits various business models and identify how it can be tailored to your organizational needs.
  • Navigate confidently within the NetSuite environment and understand its user interface and dashboard customization.
  • Gain insight into NetSuite’s account configurations and how to set up and maintain these configurations effectively.
  • Comprehend the structure of NetSuite’s data model to optimize the use of data within the system.
  • Learn about different NetSuite roles and permissions and how to assign them appropriately to secure data and processes.
  • Set up the initial finance and accounting structures within NetSuite, ensuring a solid foundation for financial management.
  • Create and manage the Item Master, including pricing and schedules, to support the design-to-build process.
  • Understand inventory management within NetSuite and learn how to conduct inventory transactions efficiently.
  • Master the order-to-cash and return-to-credit processes to streamline customer transactions and manage returns effectively.
  • Learn how to execute the procure-to-pay process, manage fixed assets, and understand financial reporting tools to support decision-making and user adoption strategies.

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