Description

Introduction:

Master Data Management (MDM) is a critical component of the BAAN IVc4 ERP system, ensuring consistency, accuracy, and control over key business data across all modules. This course introduces participants to the concepts, configuration, and management of master data within BAAN IVc4. Participants will learn how master data supports business processes in areas like finance, manufacturing, distribution, and projects. The training emphasizes hands-on exercises for creating, maintaining, and linking master data records to operational transactions to maintain data integrity throughout the system.

Prerequisites:

Participants should have:

• Completed “Introduction to BAAN IVc4: System Overview and Navigation.”

• Basic understanding of enterprise functions such as purchasing, inventory, production, and finance.

• Familiarity with general ERP data concepts like master and transactional data.

Table of Contents

1. Overview of Master Data in BAAN IVc4
   1.1 Understanding Master Data vs. Transactional Data
   1.2 Importance of Master Data in ERP Processes
   1.3 Relationship between Modules and Shared Master Data

2. Master Data Structure and Configuration
   2.1 Organizational Entities: Companies, Sites, and Warehouses
   2.2 Package and Table Relationships
   2.3 Field Definitions and Data Dependencies

3. Item Master Data Management
   3.1 Creating and Maintaining Item Master Records
   3.2 Item Grouping, Classification, and Coding Standards
   3.3 Defining Units of Measure and Conversion Rules
   3.4 Item Costing, Valuation, and Status Management

4. Customer and Supplier Master Data
   4.1 Defining and Maintaining Customer Records
   4.2 Creating Supplier/Vendor Master Records
   4.3 Address and Contact Management
   4.4 Credit Limits, Payment Terms, and Default Settings

5. Bill of Material (BOM) and Routing Master Data
   5.1 Overview of BOM and Routing Structures
   5.2 Creating and Managing BOM Records
   5.3 Maintaining Work Centers and Operations
   5.4 Version Control and Revision Management

6. Financial and Accounting Master Data
   6.1 Chart of Accounts and General Ledger Setup
   6.2 Defining Cost Centers and Departments
   6.3 Maintaining Currency and Exchange Rate Masters
   6.4 Tax Codes and Financial Parameters

7. Data Governance and Quality Control
   7.1 Data Validation and Standardization Techniques
   7.2 Authorization and Role-based Access to Master Data
   7.3 Managing Data Duplication and Obsolescence
   7.4 Periodic Review and Data Cleansing

8. Integration and Data Flow in BAAN IVc4
   8.1 Linking Master Data Across Modules
   8.2 Data Flow Examples: From Master to Transaction
   8.3 Exporting and Importing Master Data

9. Practical Exercises and Case Scenarios
   9.1 Creating Item, Customer, and Supplier Records
   9.2 Configuring BOM and Routing Data
   9.3 Maintaining Financial Masters
   9.4 End-to-End Data Validation and Reporting

By completing this course, participants will develop a strong understanding of how to create, maintain, and manage master data effectively within BAAN IVc4. They will learn how accurate master data ensures smooth operations across modules and prevents inconsistencies in reporting and transactions. This foundational skill set is essential for ensuring business process efficiency, data accuracy, and compliance in a BAAN-driven enterprise environment.